Create service task types for the taxpayer information configurations with the business object Taxpayer Information Task Type. Configure one service task type for each line of business your implementation wishes to support, as follows:.
Select the line of business from the drop-down list.
The related transaction BO should be set to C1-UpdateTaxpayerInfoTask.
The service task class should be set to Service Request.
To Do Type should be set to a standard error To Do type to use when transitioning to error. The base product provides To Do Type Self Service Task Issues (C1-SSTTD) for this purpose.
To Do Role should be configured to an appropriate default To Do role for the above To Do type. This is optional. If no value is provided, the default role for the To Do type is used.
Configure the Confirmation Header Message Category and Message Number and the Error Header Message Category and Message Number to set up communication with the self service user.
Summary Instructions. If your implementation uses the taxpayer summary retrievers provided by the base product, define the instructions to use when retrieving the taxpayer summary:
Specify a default name type to be used as a taxpayer name on the summary
List special instructions for the taxpayer types supported by your implementation. This configuration could be different for Business and Individual line of businesses. For example, individual taxpayer may not need/have an additional person to be listed as primary contact, while businesses are likely to have a designated person for this purpose:
Use the checkbox to indicate if the primary taxpayer's data should be used as the primary contact.
If the above is unchecked, specify either person-to-person relationship type to use in order to find a taxpayer whose information should be used.
Specify taxpayer's name type that should be displayed for the primary contact.
Contact Info Source Instructions. If your implementation uses the taxpayer contact info retrievers provided by the base product and the algorithms linked to the base business object, define the instructions below. Note that the taxpayer whose contact information is displayed and updated is not necessarily the same taxpayer whose email was used for the primary contact. Consider the following situation: the taxpayer "in context" is a business. The source of the primary contact for the business could be a customer service department (person) linked to the main business (person). However the source of the contact info should be a business (person) itself, with phone numbers of business's departments.
List special instructions for the taxpayer types supported by your implementation:
Use the checkbox to indicate if the primary taxpayer's data should be displayed and updated online.
If the above is unchecked, specify either person-to-person relationship type to use in order to find a taxpayer whose information should be used
Access Type Processors. For each supported access type list the processors responsible for the tax account information retrieval.
Taxpayer Summary Retriever.
Contact Info Retriever.
Create service task types for the correspondence information configurations with the business object Taxpayer Addresses Task Type. Configure one service task type for each line of business your implementation wish to support.
Select the line of business from the drop-down list.
The related transaction BO should be set to C1-GetTaxpayerCorrespondInfo.
Service task class should be set to Service Request.
To Do Type should be set to a standard error To Do type to use when transitioning to error. The base product To Do Type Self Service Task Issues (C1-SSTTD) is provided for this purpose.
To Do Role should be configured to an appropriate default To Do role for the above To Do type. This is optional. If no value is provided the default role for the To Do type is used.
Configure the Confirmation Header Message Category and Message Number and the Error Header Message Category and Message Number to use for communication to the self service user.
Access Type Processors. For each supported access type list the processors responsible for the tax account information retrieval.
Correspondence Info Retriever
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