Phase 1 - Validate Adjustment Staging Controls

The following points describe, at a high level, the first phase of the adjustment upload pre-process:

• For each Pending adjustment staging control,

• Check that the record count on the adjustment staging control record equals the number of adjustment upload staging records that are linked to the adjustment staging control.

• Check that the total adjustment amount on the adjustment staging control record equals the sum of the adjustment amounts from the adjustment upload staging records that are linked to the adjustment staging control.

• If the adjustment staging control passes validation, set its status to In Progress. Otherwise, set the status to Error. Create a To Do entry using the inputs To Do type and To Do role (if supplied) for adjustment staging control errors. (Complete any outstanding To Do entries for the adjustment staging control before creating a new To Do entry.)

• If no errors occur, perform To Do cleanup by completing any outstanding To Do entries that were previously created for the adjustment staging control.