Currency With Events

Money and Currency data types are now supported in transaction events in the ScreenMath and Action sections. Screen Math performs arithmetic and comparison operations on currency values and Actions compares currency values to make sure that currency types match.

Scenario

A CSR processes a transaction that compares two currency values and validates that the currency types are the same.

Configuration Requirements

The following prototype samples are used to demonstrate this functionality.

Currency Events prototype in Global Explorer

Currency Prototype in Global Explorer

View Configuration in OIPA

To view the prototype example in OIPA:

  1. Login and select the Prototype Company and Functional Prototype plan.

  2. Create a new policy and add roles, and at least one segment.

  3. Click the Activities link to open the Activity screen.
  4. Click Add Activity on the Secondary menu and select the Currency With Events Prototype activity.
  5. Enter an amount in each field.
  6. Click OK to add the activity to the Activity screen.
  7. Click the lightening bolt icon to process the activity.
  8. Click the Activity Detail icon to the left of the processed activity. This opens the activity details.
  9. Review the Math tab.
     
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