A Result Code is an account processor that is used and applied from the agent workcard to execute account treatments.
The Result Code (“RESSOD”) Activity Type allows users to define an SOD Workflow Manager that can be hinged to a Result Code. When the Result Code is used via the workcard, the set of evaluations and updates as defined in the underlying RESSOD are executed. If any of the evaluations defined in the RESSOD fail, the agent receives a customizable verbose notification indicating which condition was not met for the account to which the Result Code is executed.
Step 1: Create a RESSOD Activity Type SOD
To create an RESSOD workflow, click on the icon to add a new workflow. Enter the six character alphanumeric code and up to a 30-character alphanumeric description. Using the Activity Type drop-down, select the RESSOD option and enter an optional title. Save the new SOD by clicking on the icon.
Similar to any other SOD, from the work canvas, use the Evaluation Object to define the criteria for your project. The evaluation levels available here as follows:
Step 2: Test RESSOD
Once all evaluations and updates have been defined to satisfaction, proceed to test the SOD as with any other Activity Types in order to save your changes. The RESSOD requires a Dem Identity Number (“dem_idty_no”) to be tested. A Dem Identity Number (“dem_idty_no”) is a unique number that each demographic or party has in the system.
As with any other SOD WFM, the system will open the three tabs of the test harness showing:
- Eval: all evaluations performed for the selected dem_idty_no
- Update: all updates that will be executed for the selected dem_idty_no
- SQL: the SQL statement associated with the evaluations performed for the selected dem_idty_no
Once the RESSOD has been tested, is ready to be associated with a Result Code.
Step 3: Apply a RESSOD to a Result Code
The RESSOD is designed to be hinged to a Result Code. A result code launches a workflow. To do this, create a Result Code (Tables – Collection Tables - Result Code Table) or navigate using the User Interface icons as follows:
Clicking on the “Result Codes” icon will open the Result Code Maintenance Window, as follows:
Click on the “Add” button at the bottom of the screen. This will open the “Add New Result Code” window. Use the “Activity Type” drop-down to select “RS” for “Result Code SOD”
Selecting the “RS” Result Code Activity Type will disable the “Change” tab and in its place, display the “Result SOD” tab. The “Result SOD” allows users to select properly tested RESSODs using the “Result SOD” drop-down selector. Use the drop-down to select the appropriate SOD Workflow that you wish to hinge to this Result Code.
Also, this tab displays an expandable tree with the “Branch – Department – Desk” selections to define at what level the RESSOD will be available. Use the checkboxes to the left of each selection to define.
Note that, outside of the following, all other sections have been disabled from the "Coding" tab:
- Company Security
- Advance Work Date
- History Note
Once the attributes of the Result Code have been defined and the RESSOD has been hinged to its configuration, the Result Code SOD is ready to be executed from the work card.
Step 4: Using the Result Code SOD
To use the Result Code SOD, open the agent work card and select an account. Under the Work Accounts module, using the “Activity” and “Result” drop-downs, select the appropriate codes to execute the Result Code SOD.
Once the appropriate Activity-Result combination has been selected, click on “Save” or “Save & Next”.
At this point the evaluations defined in the RESSOD associated with the Result Code selected are executed. The system returns a verbose message to the agent indicating whether the account meets all the conditions defined in the SOD. If so, the message contains a “Continue” button so the agent can proceed with the execution of the Result Code SOD. If any of the evaluations fail, the agent will receive a notification to that effect outlining the conditions that failed.
Once the agent clicks on the “Continue” button, any updates associated with the SOD will be performed.
Please note that checking either the “Display Everything if Failed” or “Display Failure Items Only” radio buttons in the Alert Display options will suppress any notifications to the agent when all evaluations pass and automatically execute the updates defined in the RESSOD.
To access this, click on the “Start” object at the top of the SOD WFM Canvas to expose these options on the lower left-hand area of the screen.
The account is automatically annotated with “before and after” field updates (i.e.: “dbt_fwd_amt_fwd: 0 to 167.20”)