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HTIM MDF Period Ending Process Workflow

On the last day of the current period, the MDF program account Monthly Snapshot for the current period is and a new Monthly Snapshot for the next period is created. This process is executed by running the HTIM MDF Period Ending Process workflow. For information about enabling this workflow, see Enabling the HTIM MDF Period Ending Process Workflow.

The workflow appears in Figure 30.

Figure 30.  HTIM MDF Period Ending Process

This workflow performs the following steps:

1. Queries for the next period with an end date that is less than or equal to the current date and where the type is HTIM MDF Snapshot Month.
2. Checks if today is the end of the current period and if there are subsequent periods available
   • If the period has not ended or there is no subsequent period available, the workflow ends.
   • If the period has ended and a subsequent period is available, the workflow creates a new Monthly Snapshot for each active MDF program account. Some fields in the new Monthly Snapshot are described in the following table.

     Table 17. Monthly Snapshot Fields

     Field	Description
     Beginning Balance	Same value as the Ending Balance of the previous Monthly Snapshot.
     Accrued	Total of all MDF accrual credits for current new period. The value is always 0 when the new Monthly Snapshot is created.
     Adjusted	Total of all MDF adjustment credits for current new period. The value is always 0 when the new Monthly Snapshot is created.
     Reinstated	Total of all MDF reinstatement credits for current new period. The value is always 0 when the new Monthly Snapshot is created.
     Paid	Total amount of all MDF debits paid for current new period. The value is always 0 when the new Monthly Snapshot is created.
     Reserved	Same value as the Reserved field in the previous Monthly Snapshot.
     30	Same value as the 60 field in the previous Monthly Snapshot.
     60	Same value as the 90 field in the previous Monthly Snapshot.
     90	TC90 is the Total Credits expiring within 60 to 90 days of this new period.   TP90 is the Total Paid amounts equal or less than the total credits expiring within 60 to 90 days of this period.
     90+	TC90Plus is the Total Credits expiring within 90+ days of this period   TP90Plus is the Total Paid amounts equal or less than the total credits expiring within days of this period.
     Available Balance	Total of 30, 60, 90 and 90+ field values.