During an Export EDI, two SOD Workflows can be hinged to the export process to evaluate the accounts that will qualify to be included in the export file.
As shown in the diagram below, these workflows are the PRE SOD and POST SOD which act as second and third level filtering mechanisms to ensure the correct accounts are qualified in the data output. The first level filter, at the EDI Tool level, reduces the scope of the dataset evaluated by both SOD Workflows making the process that much more efficient and agile.
The PRE SOD Workflow qualifies accounts in accordance with the set of evaluations. All qualified accounts are flagged with a user-defined Result Code of Activity Type “ET”.
The POST SOD Workflow scans the history for the same Result Code that any agents may have manually executed. This SOD Workflow ensures that the accounts manually flagged by agents using the Result Code meet the evaluation requirements. If so, the account makes it to the file. If not, the account is disqualified and an optional user-defined message is appended into the account advising the agent of a response for the failure.