Ability to create and maintain relationships using attached business rules
The “time slice” is a way of keying in changes to the details of an entity in OIPA through the UI instead of keying in such changes through activities. As part of OIPA-5619 (Implement History/Time Values support for Client Relationship (retrofit of Class Group design), the client relationship functionality is enhanced to extend time slice way of edits to relationship data. This feature is to enhance data intake functionality to allow recording and editing relationships with the time slice information appropriately. The feature will now plug the gap and allow Data Intake to create/update client relationships with appropriate time slice data.
Prototype Configuration DetailOverviewThis feature is to ensure a transaction can help to create a relationship with a new client or with an exisitng client/Group customer and also to create a new relationship between two already created clients or edit the relationship with a new time slice or editing an exisitng time slice.
PrerequisitesUser should be able to add the 'CreateOrMaintainRelationship' transaction in application.
A new transaction 'CreateOrMaintainRelationship' is created at 'Prototype' Company Level.
Transaction name: CreateOrMaintainRelationship
Company name: Prototype Company
Plan Name :Client Plan
Business rules attached:CreateClient BR
MaintainRelationships BR
ValidateExpression BR
Transaction name: CreateOrMaintainRelationship
Company name: Prototype Company
Plan Name :Customer Plan
Business rules attached: CreateClient BR
MaintainRelationships BR
ValidateExpression BR
Changes to Existing ItemsNone
Results:1.When the user adds the transaction at 'ClientLevel':
If the user selects Relationship as 'Primary' from "Relationship As" field:
'Select Client' field will be visible for selection or Creation of Client.
The 'Individual' and 'Spouse' relationship is considered.
If the user manually does not enter ClientDetails then 'CreateClient' BR will be invoked and Relationship will be added.
If the user manually enters the ClientDetails then 'MaintainRelationship' BR will be invoked and Relationship will be created with the entered client.
If the user selects Relationship as 'Secondary' from "Relationship As" field:
'Select Customer' combo field will be visible for selection of GroupCustomer .
The 'Employment' and 'FullTime' relationship is considered. .
The user has to select the Customer manually then 'MaintainRelationship' BR will be invoked and Relationship will be added
2.When the user adds the transaction at 'CustomerLevel':
Here the user will be able to add only Primary Relationship and also "Relationship As" field is disabled:
'Select Client' field will be visible for selection or Creation of Client.
The 'Employment' and 'FullTime' relationship is considered .
If the user manually does not enter ClientDetails then 'CreateClient' BR will be invoked and Relationship will be added.
If the user manually enters the ClientDetails then 'MaintainRelationship' BR will be invoked and Relationship will be created with the entered client.
3.In all the cases the Relationship added through this transaction will be in "Active" RecordStatus.
4.If the user tries to add the same Relationship record Overridible Exception "Same Relationship cannot be created again" will be thrown with the help of 'Validate Expression' BR in order to avoid the duplicate relationship.