Configuration Tasks for Tax Clearance Certificate

The following sections list the configuration tasks needed to implement the tax clearance certificate functionality.

Lookup

Using the lookup C1_​TAX_​CLEARANCE_​PURPOSE_​FLG define the values that are valid for your implementation.

Characteristic Types

Create the following characteristic types:

Letter Template

Create a letter template to represent the tax clearance certificate. Reference the extract algorithm C1-LTR-TCSDC. Batch control is required and LTRPRT can be entered here.

Customer Contact Class / Type

Define or identify an appropriate Customer Contact Class for the tax clearance certificate customer contact types.

Create a Customer Contact Type for issuing the tax clearance certificate.

Create a Customer Contact Type for declining the Tax Clearance Certificate.

Managed Content

Create managed content records to define the HTML to use for the email related to the tax clearance certificate. Define one for the email that is sent when issuing the certificate. Define another for the email that is sent when the request is denied.

For both records, the Managed Content Type should be HTML. Navigate to the Schema tab and enter the following tags and type the appropriate text for the email within the "<span>" tags.

<html>
  <body>
    <span> </span>
  </body>
</html>

Field

Define a field that includes the text for the email subject.

Algorithms

Create the following algorithms:

Business Object

Update the business object C1-TaxClearCertSvcReqSSTask. Navigate to the Lifecycle tab.

Service Task Type

Create a service task type for the tax clearance certificate service task with the business object Taxpayer Service Request Self Service Task Type.

Fastpath: Service Task Type Mapping. The service task type defined here must be configured in the service task domain value mapping in the SOA Composer application. Refer to the self service product documentation for details.