Siebel Order Management Guide Addendum for Communications > Workflows for Promotion Groups > Workflows That Process Promotion Group Assets >

ISS Promotion Group Membership Disconnect Process Workflow


This workflow is used to disconnect a membership asset and the associated member asset if the Delete Member Flag field has a Y value. This workflow is called when the user disconnects any membership asset.

Figure 124 shows this workflow.

Figure 124. ISS Promotion Group Membership Disconnect Process Workflow

Workflow Description. This workflow performs the following actions:

  1. Any Associated Member? Checks the Integration Id value of the member asset.
  2. Get Delete Member Flag. Gets the Delete Member Flag field value from the selected membership product. This step is called if the value of the member asset Integration Id is not null.
  3. Get Product Type of Member Asset. Gets the Product Type value of the asset associated with the membership.
  4. Is Delete Member? Checks the Delete Member flag value of the membership product.
  5. Get Associated Memberships. Gets the count and the list of membership assets associated with the member asset. The member asset is associated with the selected membership product for deletion. This step is called if the Delete Member flag in the membership product has a Y value.
  6. Associated to > 1 memberships. Checks the number of the membership assets associated with a member asset.
  7. Build - Cannot Delete Member Message. Creates a warning message indicating that the member asset cannot be disconnected because it is associated with more than one membership asset. This step is called if the member asset is associated with more than one membership asset.
  8. Load Message. Loads the user warning message.
  9. Wait for user click. Waits for the user response to the warning message.
  10. Get Product Type of Member Asset 2. Gets the Product Type value of the asset associated with the membership.
  11. Is Member Promotion? Checks for the product type of the member asset.
  12. Calculate Promotion Penalty. Calls the ISS Promotion Calculate Promotion Penalty Charges SubProcess workflow to calculate the penalty for the promotion and its components. This step is called if the Product Type value in the member asset is Promotion.
  13. Add to Membership Penalty. Adds the promotion penalty charge to the total penalty charge.
  14. Calculate Membership Penalty. Calls the ISS Promotion Group Check Commitment Sub Process workflow to calculate the membership asset penalty charge.
  15. Add Penalty. Adds the membership penalty charge to the total penalty charge.
  16. Penalty > 0? Checks the value of the total penalty charge.
  17. Load Penalty Message. Loads the user penalty warning message. This step is called if the Total Penalty Charge value is greater than zero.
  18. Wait For Message Response. Waits for the user response to the penalty warning message.
  19. Get Response. Gets the user response to the penalty warning message.
  20. Accept Penalty? Checks the Total Penalty Charge value.
  21. Disconnect Membership Product. Calls the SIS OM Disconnect Asset Sub-process workflow to disconnect the membership product.
  22. Delete Member? Checks the Delete Member flag value in the membership product.
  23. Is Member a Promotion? Checks the Product Type value in the member asset. This step is called if the Delete Member flag field has a Y value.
  24. Load Promotion Related Assets. Loads the assets related to a promotion into a list. This step is called if the Product Type value in the member asset is Promotion.
  25. Load Promotion Asset. Loads the promotion asset into a list.
  26. Filter Promotion Related Asset By Active Doc. Filters the asset list from Step 24 with the current quote or order. If the asset is found in the current quote or order, then it is removed from the list.
  27. Disconnect Promotion And Promotion Related Assets. Calls the ISS Promotion Disconnect Process workflow to disconnect the promotion and its related assets.
  28. Disconnect Member Product. Calls the SIS OM Disconnect Asset Sub-process workflow to disconnect the member product. This step is called if the Product Type value in the member asset is Product.
  29. Get Validate Member Flag. Gets the Validate Member flag value in the membership product. This step is called if the Delete Member flag field has an N value.
  30. Validate Member? Checks for the Validate Member flag value in the membership product.
  31. Edit Member Asset. Calls the SIS OM Edit Complex Asset Workflow to bring the member asset to the active quote or order. This step is called if the Validate Member flag field has a Y value.
  32. Is Member Asset a Promotion? Checks for the Product Type value in the member asset.
  33. Load Prom Related Assets. Loads the assets related to a promotion into a list. This step is called if the Product Type value in the member asset is Promotion.
  34. Filter Prom Related Asset By Active Doc. Filters the asset list from Step 33 with the current quote or order. If the asset is found in the current quote or order, then it is removed from the list.
  35. Is Size > 0? Checks the size of the filtered asset list.
  36. Edit Promotion Related Assets. Calls the SIS OM Edit Complex Asset Workflow for each asset listed in the filtered asset list. This step is called if the size of the filtered asset list is greater than zero.
  37. Is Penalty Charge Amount > 0? Checks the total penalty charge value.
  38. Go to Order? Checks the value of the target quote or order. This step is called if the value of the total penalty charge is greater than zero.
  39. Query Order. Queries the active quote. This step is called if the target is Order.
  40. Add Penalty to Order. Adds the penalty product to the active order.
  41. Query Quote. Queries the active quote. This step is called if the target is Quote.
  42. Add Penalty to Quote. Adds the penalty product to the active quote.

Table 119 shows the steps in this workflow that call business service methods.

Table 119. Associated Business Service Methods
Workflow Step
Method Called
In Business Service

Get Delete Member Flag

GetMembershipRuleSettings

ISS Promotion Group Management Service

Get Associated Memberships

CollectListOfMemberships

ISS Promotion Group Management Service

Build - Cannot Delete Member Message

Echo

Workflow Utilities

Load Message

UpdateMessages

Unified Messaging Service

Add to Membership Penalty

Echo

Workflow Utilities

Add Penalty

Echo

Workflow Utilities

Load Penalty Message

LoadMessage

ISS Promotion Management Service

Get Response

GetResponseType

ISS Promotion Management Service

Load Promotion Related Assets

LoadPromRelatedAssets

ISS Promotion Management Service

Load Promotion Asset

LoadPromAsset

ISS Promotion Management Service

Filter Promotion Related Asset By Active Doc

FilterListByActiveDoc

ISS Promotion Management Service

Get Validate Member Flag

GetMembershipRuleSettings

ISS Promotion Group Management Service

Load Prom Related Assets

LoadPromRelatedAssets

ISS Promotion Management Service

Filter Prom Related Asset By Active Doc

FilterListByActiveDoc

Filter Prom Related Asset By Active Doc

Edit Promotion Related Assets

Iterate Process For Selected Rows

SIS OM PMT Service

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