This page (revision-82) was last changed on 26-Nov-2021 10:22 by jaiken

This page was created on 26-Nov-2021 10:22 by JEscott

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Version Date Modified Size Author Changes ... Change note
82 26-Nov-2021 10:22 33 KB jaiken to previous
81 26-Nov-2021 10:22 33 KB jaiken to previous | to last WORK FLOW IN OPEN ENROLLMENT ==> WORKFLOW IN OPEN ENROLLMENT

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WORKFLOW IN OPEN ENROLLMENT
WORKFLOW IN OPEN ENROLLMENT

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At line 394 added 7 lines
;[Action|EVENT_CODE]:It is suggested to prefix all Open Enrollment workflow actions with OE. For this example, OE_CHILD_2_OLD will be used as the Action.
;[Status|EVENT_STATUS]:This field must set to In Production in order for the action to be picked up in [IMUC].
;[Triggered in Product |WORKFLOW PRODUCTS]:This field should be set to WF_ECT since the email will fire when a contact surpasses the coverage age restriction.
;[Action Directed To|EVENT_RECIPIENT_TYPE]:Since this is going to a specific person, typically the person in charge of the benefit elections, Specific Employment should be chosen. The specific person code will be later defined in [IMUC].
;[Type|EVENT_MEDIA]:This field can be set to either Email or Message.
;[Email|MEDIA_NAME]: If Email was specified for Type, the From email address must be specified. If Message was specified this field must be left blank.
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At line 403 added 6 lines
;[User Calc|USER_CALC_CODE]: It is suggested to prefix the user calc code with WF_OE to easily identify the workflow user calcs for Open Enrollment. For example, WF_OE_CHD_2_OLD.
;[Description|DESCRIPTION]: This field should state what the user calc is meant for
;[Product |PRODUCT_CODE]:This field should be set to WF_ECT.
;[Status |USER_CALC_STATUS]: In order for the action to be processed the user calc must be published in [IMUCA]
;[User Calc Type|USER_CALC_TYPE]: All workflow user calcs must have a type of Calculation
;[Usage|USER_CALC_USAGE]: Pro active workflow must have a usage of Pro-Active WF
At line 410 added 14 lines
__Lines__
||Line||CMD||Type 1||Operand 1||OPER||Type 2||Operand 2||Type 3||Operand 3||If GOTO||Else GOTO||Description
|10|ACT|AC|OE_CHILD_2_OLD|LOG|$S|AS-OF-DATE|RT|42032|99999| |<<EID.FIRST_NAME>> <<EID.LAST_NAME>> has a child recipient, <<ECT.FIRST_NAME>> <<ECT.LAST_NAME>>, who is turning 18 next month. This child may no longer qualify for their benefits.
|99999|EXIT| | | | | | | | | |
Line 10: This line calls the workflow action defined in [IMWA] (OE STUDENT 2 OLD) during the first step and will send an email to person code 42032.
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At line 425 added one line
Where Clauses are used in ePersonality to conditionally select data from a table. In the case of Pro Active Work Flow, they are created to help the system filter data based on the specified criteria. This is done so that the user calcs do not have to be created with the conditions defined which helps ease the amount of work required by the backend processes. As a result, by the time the user calc is called the data has already been filtered down to the appropriate records.
At line 427 added 21 lines
Where clauses can be created in either [IMWC] or [IMDAO].
This where clause filters the [birth date|BIRTH_DATE] and as of date to be next month minus 19 years ago. The where clause is also filtering for son, daughter, step-son and step-daughter.
This example first filters the data for [birth dates|BIRTH_DATES] that are not null.
The system then filters the data to determine who is turning 19 next month. The system is told to do this by using the Operator ‘Formatted Equals’ and the value being <<AS_OF_DATE>> +1M-19y, the [format symbol|DESCRIPTION] should be ddMMyyyy.
The system then filters the data further by checking to see which contact records have the relation of 05 (daughter), 06 (son), 07 (step-daughter) and 08 (step-son).
;[Data Source|DATA_SOURCE_NAME]: The table in which the data in the where clause is retrieved from. For this example, the [P2K_HR_CONTACTS] table must be defined.
;[Where Clause|WHERE_CLAUSE_CODE]:This field holds the name of the user calc. For this example, OE_CHILD_2_OLD will be used.
;[Usage|WHERE_CLAUSE_USAGE]:The usage of the where clause is stated here. For this example, User Defined must be selected.
;[Description|DESCRIPTION]:This field holds a brief description of the intent of the where clause.
||Type||Predefined||Column Name||Operator||Value||Format Symbol
|Ad Hoc| |BIRTH_DATE|Is Not Null| |
|Ad Hoc| |BIRTH_DATE|Formatted Equals|<<AS_OF_DATE>> 0D+1M-19Y|ddMMyyyy
|Ad Hoc| |RELATION|In|05, 06, 07, 08|
At line 449 added one line
The [UMPWF] function must be run to start the pro-active work flow. The idea behind the [UMPWF] is that the pro active work flow user calculations can be scheduled to run on a regular basis.
This page (revision-82) was last changed on 26-Nov-2021 10:22 by jaikenTop