The following sections list the configuration tasks needed to implement the tax clearance certificate functionality.
Using the lookup C1_TAX_CLEARANCE_PURPOSE_FLG define the values that are valid for your implementation.
Create the following characteristic types:
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.
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.
Customer Contact Business Object is not required.
Contact Shorthand is not applicable.
Set the Contact Action to Send Letter and indicate the letter template created above.
For the template characteristics, define the Characteristic type created above for Tax Clearance Purpose. In addition, define the (base) characteristic type Expiration Date.
Create a Customer Contact Type for declining the Tax Clearance Certificate.
Customer Contact Business Object is not required.
Contact Shorthand is not applicable.
Leave Contact Action blank.
For the template characteristics, define the Characteristic type created above for Tax Clearance Purpose.
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>
Define a field that includes the text for the email subject.
Create the following algorithms:
Evaluate Outstanding Debt. Create an algorithm for the algorithm type C1-EVALDEBT. Populate the Max Outstanding Debt Allowed parameter.
Evaluate Gap in Filing. Create an algorithm for the algorithm type C1-EVALGAP. Populate the Overdue Process Template and the No-gap Filing Period parameters.
Email Tax Clearance Certificate Letter. Create an algorithm for the algorithm type C1-EMTXCL. Populate the parameters:
Set the Customer Contact Class created above.
Set the Customer Contact Types for Issue Tax Clearance Certificate and for Decline Tax Clearance Certificate created above.
Set the Characteristic Type for Tax Clearance Certificate Purpose
Set the Predefined Email Text for the Issuing Certificate Email and the Decline Request Email configured as Managed Content above.
Set the Email Subject field created above.
Enter the Characteristic Type for Certificate Expiration Date: C1-EXPDT
Enter the number of days that is the Certificate Valid Period
Enter the XAI Sender for Email created as part of the general configuration options.
Enter the From Email Address that should be used in the generated email
Enter the From Name that should be used in the generated email
Update the business object C1-TaxClearCertSvcReqSSTask. Navigate to the Lifecycle tab.
On the In Progress state, add an entry to the Algorithm collection: System Event is Enter, Algorithm is set to the one created above for Evaluate Outstanding Debt.
On the In Progress state, add an entry to the Algorithm collection: System Event is Enter, Algorithm is set to the one created above for Evaluate Gap in Filing.
On the Complete state, add an entry to the Algorithm collection: System Event is Enter, Algorithm is set to the one created above to Email the Tax Clearing Certificate Letter.
Create a service task type for the tax clearance certificate service task with the business object Taxpayer Service Request Self Service Task Type.
The related transaction BO should be set to C1-TaxClearCertSvcReqSSTask.
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.
The service request fields mapping is used when creating the target service task to correctly populate the requestField list from the list of fields passed in on the web service request XML. For the base transaction business object, the following fields are expected:
Sequence | Transaction BO XPath |
1 | requestData/emailAddress |
2 | requestData/phoneNumber |
3 | requestData/taxClearancePurpose |
4 | requestData/isPaperCopyReq |
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