Create service task types for the account information configurations with the business object Account Information Task Type. Configure one service task type for each line of business your implementation wish to support.
Select the line of business from a drop-down list.
The related transaction BO should be set to C1-StandardInquiryTask.
Service task class should be set to Standard Inquiry.
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.
Summary Instructions. If your implementation uses the tax account summary retrievers provided by the base product, define the instructions to use when retrieving the tax account summary:
Specify a default name type to be used as a taxpayer name on the summary.
Indicate if the address should be included in the summary by default. This configuration could be different for Business and Individual line of businesses. For example, an individual is likely to have a single mailing address associated with all tax roles and accounts and there is no need to display the address redundantly in multiple places.
List special instructions for the tax types supported by your implementation:
Use checkbox to indicate if the primary taxpayer's data should be used for the summary.
If the above is unchecked, specify either account-person relationship type or tax role-person relationship type to use in order to find a taxpayer whose information should be used.
Specify the taxpayer's name type that should be displayed.
Indicate if the summary should include the address. For example, consider the situation where Individual line of business is encompassing both individual income and property taxes. For the individual income, the address bears little significance but for the real property tax it makes sense to display the address associated with the tax roles.
Filing History Instructions. If your implementation uses the tax account filing history retrievers provided by the base product, define the instructions to use when retrieving the tax account fling history:
Specify a char type created above as a Char Type for Printable Form Location.
Indicate if missing filing periods should be included in the list.
List filing types to exclude from the filing history.
Payment History Instructions. If your implementation uses the tax account payment history retrievers provided by the base product, define the instructions to use when retrieving the tax account payment history:
Indicate if cancelled payments should be included in the list.
Access Type Processors. For each supported access type list the processors responsible for the tax account information retrieval.
Account Summary Retriever.
Filing History Retriever.
Payment History Retriever.
Create service task types for the general and tax account-related alert lists with the business objects General Alerts and Access Based Alerts, respectively. Use this configuration to group the alerts according to your business requirements.
Select the line of business from the drop-down list.
The related transaction BO should be set to C1-StandardInquiryTask.
Service task class should be set to Standard Inquiry.
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.
Alert Types. List all alert types applicable for the line of business selected above.
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