Process rules come in three categories:
For each category, rules are defined according to a specific format.
Have atfinity raise an issue or display a warning, according to the conditions you set.
The condition is made up of:
When the condition evaluates to 'true', the defined Issue or Warning is displayed in the Case Manager.
A Swiss bank only allows for people who live in the country to be assigned power of attorney over an account. Whenever an application for a power of attorney comes in concerning an individual who lives abroad, a warning will be shown in the case manager.
This condition is configured as follows in atfinity:
poa is PowerOfAttorneypoa.domicile != ch
Line 1 is the declaration, line 2 the expression. If true, the warning will be raised in the case.
Specify the condition and what you want atfinity to create under that condition.
Creation process rules consist of:
condition: the declarations and expressions
creation: the expression of what should be created
When running the process to create a new joint account, at least two account holders are required.
When writing this as a process rule, this should be filled out in the Conditions field:
c is Contractc.type_of_account = joint
Line 1 is the declaration, line 2 the expression.
Since we chose 'Create' as outcome of the Process Rule, you will see a Creation field. There, write:
create 2 AccountHolder
Assignment process rules create a specified value, if it does not already exist.
They are made up of:
a condition (declarations and expressions)
an assignment expression
When the condition is true, values are assigned.
You want a person's tax country to be taken from the information the system has on that person's country of domicile.
This should be filled out in the Conditions field:
p is Person
And this follows as the assignment expression:
p.tax_country := p.domicile