Data Intake Transaction
A Data Intake Transaction is involved with Processing and Execution of Activities. A Data Intake Record Transaction / Data Intake Transaction exercises the record. The Intake Record Transaction contains the following:
- Math: to calculate variables used downstream in the transaction, for determination of what to do with the record, and provide the ability to create Activities at various levels (Client, Policy, Client Relationship).
- Business Rules: executed against the record to determine if the record is valid. Expressions in the rules can check field values and evaluate variables calculated in the Math.
- Supporting record fields can be set. For example, if a member record is identified as an 'Auto-Cancel' a supporting Auto-Cancel field can be set to True.
- Activity Sequencing: An Activity Sequence Process can be created to transmit the changes for a member record into OIPA. Activity Sequencing provides the ordering for which the activities and entities will be processed in the system.
Note: Activity Sequencing Process creates the activities, but does not process them. The activities are processed after the threshold processing completes for the file.
When the Data Intake Transaction completes, the information for a single transaction, including the warnings and changes is stored in the system.