Client Screen Change Activity

OIPA provides the ability to generate activities based on updates to Client records. Spawn functionality was added to the ClientScreen business rule to support this enhancement.

Refer to the XMLConfiguration Guide for a complete explanation of the elements and attributes supported in the ClientScreen business rule.

Configuration Required

The following configuration must be in place to allow updates made to client records to spawn client level activities.

Prototype Explanation

The following business rule and transactions were configured in the Functional Prototype Plan to demonstrate this new functionality.

Business Rules

Transactions

There are four client level transactions configured to demonstrate the use of a Spawn section in the Client screen. Navigate in the Main Explorer to Companies | Prototype Company | Plans | Client Plan | Transactions| Client Level Transactions to view the configuration for each.

View Prototype in OIPA

  1. Log in to OIPA using the Prototype Company user ID and password. Make sure the user has privileges to view the Client screen and client activities.

  2. Create a new Individual client and save the initial data.

  3. Make a change to any or all of the following fields:

    • Last Name
    • Tax ID
    • TaxIDSource
    • DateofBirth
    • DateofDeath
  4. You have the option of typing a value into the field named, Date To Send Correspondence.

    • If you fill in a value for this date, that is what you will see on any activities that are spawned. If you do not fill in this date, the system date will be used.
    • If you use this date, be sure to type a date that is the same as or earlier than the system date.
  5. Click Save. At the top of the screen a warning message will display alerting you that information has changed and letters were generated.
  6. Click the Activities link in the Left Navigation menu on the Client screen. The Client Activity screen should show pending activities. The correlation between change and generated activity is shown below.

    • Last Name change: ClientInfoChangeLetter1
    • Tax ID or TaxIDSource change: ClientInfoChangeLetter2
    • Date of Birth change: ClientInfoChangeLetter3
    • Date of Death change: ClientInfoChangeLetter4
  7. Navigate back to the Client screen by clicking the Client link in the Left Navigation menu.
  8. Make an update to a field that is not one of the fields identified above.
  9. Click Save. No warnings should display.
  10. Navigate back to the Client Activity screen. No activities should be added.
     
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