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JeremyBertelsen
Level 2
Status: Reviewed

Make it easier to configure the rules to support Match and Attach of new work entering the system

Scenario:

Existing Work is in a

  • specific status and/or queue [rendezvous/hold]
  • waiting for some response for some period of time – Hold with Expiration

For new work

  • Search Parameters for existing work
    • For a BA/WT with
      • Status and/or Queue(s) – could be include or exclude
      • Global - blank (all Active)
    • Match on LOBs at least one (and/or expression)
  • Target Rule either
    • Relate the Source(s) to Target
      • break original relationship
      • clear original lob fields used to match
    • Relate the Source(s) and advance the Target Work to the “Next Step” (one or more reasons / status changes / steps