Delivered Deal Management WorkflowsThis appendix discusses delivered workflows for PeopleSoft Deal Management.
See Also
PeopleTools PeopleBook: Workflow Technology
PeopleTools PeopleBook: PeopleSoft Applications User's Guide
Delivered Deal Management WorkflowsThis section discusses Deal Management workflows. The workflows are listed alphabetically by workflow name.
General Workflow Information
The following workflows share the same target view page:
Automatic Inbound Deal Confirmations
Deal Preapproval
Deal Review
Deal Suspension
Review at Confirmation
Clicking a link on a worklist page created from any of these workflows accesses the Deal Preview/Approval (TRX_SUMMARY_TR) page.
Automatic Inbound Deal ConfirmationsThis section discusses the Automatic Inbound Deal Confirmations workflow.
Description
|
Event Description |
When you run the Inbound Confirmations Import process (TR_AE_RUNCNTL) from the Import Inbound Confirmations page (TR_AE_RUNCNTL), this automatically runs the Inbound Confirmations Application Engine process (TR_INBND_CONF_LOAD). The system activates this workflow when the following conditions are met: the deal's business unit has the Enable WF Auto Confo Worklist check box selected on the Treasury Options page (BUS_UNIT_OPT_TR), and the Review at Confirmation option is selected on the Instrument Detail page (INSTR_DETAIL_TR). |
|
Action Description |
Routes names of confirmed deals to an assigned user, through worklist or email. |
|
Notification Method |
Worklist |
|
Active or Inactive |
Active |
Workflow Objects
|
Approval Rule Set |
None |
|
Business Process |
Administer Deals (TR_ADMINISTER_DEALS) |
|
Activity |
Auto Inbound Deal Confirmation |
|
Role |
None |
Deal PreapprovalThis section discusses the Deal Preapproval workflow.
Description
|
Event Description |
The system activates this workflow when the following conditions are met: Enable WF Deal Preview is selected on the Treasury Options page (BUS_UNIT_OPT_TR) at the business unit level, the Approval Required is selected on the Instrument Detail page (INSTR_DETAIL_TR), and Submit for Preview is selected on the Deal Detail page (TRX_DETAIL_TR). |
|
Action Description |
Routes names of previewed deals to an assigned user's worklist. |
|
Notification Method |
Worklist |
|
Active or Inactive |
Active |
Workflow Objects
|
Approval Rule Set |
None |
|
Business Process |
Capturing Deals (TR_CAPTURE_DEALS) |
|
Activity |
Enter Deal Terms |
|
Role |
None |
Deal ReviewThis section discusses the Deal Review workflow.
Description
|
Event Description |
The system activates this workflow when the following conditions are met: the Enable WF Deal Preview check box is selected on the Treasury Options page (BUS_UNIT_OPT_TR), and the Approval Required option is selected on the Instrument Detail page (INSTR_DETAIL_TR). |
|
Action Description |
Routes names of deals requiring approval to an assigned user's worklist. |
|
Notification Method |
Worklist |
|
Active or Inactive |
Active |
Workflow Objects
|
Approval Rule Set |
None |
|
Business Process |
Capturing Deals (TR_CAPTURE_DEALS) |
|
Activity |
Enter Deal Terms |
|
Role |
None |
Deal SuspensionThis section discusses the Deal Suspension workflow.
Description
|
Event Description |
The system activates this workflow when the following conditions are met: the Enable WF Deal Preview check box is selected on the Treasury Options page (BUS_UNIT_OPT_TR), and the internal Approval Status field value is on the Deal Preview/Approval page is set to "Suspended." |
|
Action Description |
Routes names of suspended deals to an assigned user's worklist. |
|
Notification Method |
Worklist |
|
Active or Inactive |
Active |
Workflow Objects
|
Approval Rule Set |
None |
|
Business Process |
Capturing Deals (TR_CAPTURE_DEALS) |
|
Activities |
Deal Pre-Approvals, Review Deal Terms, Review At Confirmation |
|
Role |
None |
Invalid Deal ConfirmationThis section discusses the Invalid Deal Confirmation workflow.
Description
|
Event Description |
The system sends an email when the following conditions are met: the Enable WF Invalid Confo Mail check box is selected on the Treasury Options page (BUS_UNIT_OPT_TR), and the Confirmation Status field on the Deal Preview/Approval page (TRX_SUMMARY_TR) equals "Invalid." |
|
Action Description |
Routes names of invalid deals to an assigned user's worklist. |
|
Notification Method |
Worklist |
|
Active or Inactive |
Active |
Workflow Objects
|
Approval Rule Set |
None |
|
Business Process |
Capturing Deals (TR_CAPTURE_DEALS) |
|
Activity |
Manual Deal Confirmations |
|
Role |
None |
Limit CheckedThis section discusses the Limit Checked workflow.
Description
|
Event Description |
When you run the Limit Notification process (TR_POS_NOTFY) from the Limit Notification page (TR_AE_RUNCNTL) to check if a deal has exceeded established position limits. |
|
Action Description |
Routes names of positions exceeding limits to an assigned user's worklist for review. |
|
Notification Method |
Worklist |
|
Active or Inactive |
Active |
Workflow Objects
|
Approval Rule Set |
None |
|
Business Process |
Managing Positions (TR_MANAGE_POSITIONS) |
|
Activity |
Review and Monitor Positions |
|
Role |
None |
|
View Page |
Review Limit Notification (POS_NOTIFY) |
Review at ConfirmationThis section discusses the Review at Confirmation workflow.
Description
|
Event Description |
The system activates this workflow when the following conditions are met: the Enable WF Deal Preview is selected on the Treasury Options page (BUS_UNIT_OPT_TR), and the Review at Confirmation check box is selected on the Instrument Detail page (INSTR_DETAIL_TR). |
|
Action Description |
The system sends an email listing deals with invalid confirmations. |
|
Notification Method |
Worklist |
|
Active or Inactive |
Active |
Workflow Objects
|
Approval Rule Set |
None |
|
Business Process |
Capturing Deals (TR_CAPTURE_DEALS) |
|
Activity |
Enter Deal Terms |
|
Role |
None |