The figure below illustrates navigation to the Strategy on Demand:
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 work card, the set of evaluations and updates as defined in the associated RESSOD are executed. If any of the evaluations defined in the RESSOD fail, the agent receives a verbose notification indicating which conditions were not met for the account to which the Result Code was executed.
To create a RESSOD workflow, click on the icon to add a new project. Enter the six character alphanumeric code and up to a 30-charatcer 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.
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.
Like any other SOD, use the Evaluation Object to define the criteria for your project from the work canvas. The evaluation levels available here are as follows:
Account, Client, Demographic, Legal, DemLegal, Bankruptcy
Use the icon to perform updates just like with any other SOD.
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.
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
The RESSOD is designed to be hinged to a Result Code. To do this, create a Result Code (Tables – Collection Tables Result Code Table) of type “RS” (“Result 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. 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 selections have been disabled from the “Coding” tab
Company Security, Advance Work Date, History Note, Security, Cost:
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.
The account is automatically annotated with “before and after” field updates (i.e.: “dbt_fwd_amt_fwd: 0 to 167.20”):