Run-Time Events for the Default Settings in Privacy Management

The following tables provide details of the run-time events used in the default privacy management settings.

The following information lists the Retrieve Initial Privacy Setting run-time events.

Sequence	Object Name	Event	Conditional Expression	Action Set Name
1	UCM FINCORP Account Contact Privacy	WriteRecordNew	(GetProfileAttr('Haley Message') IS NULL OR GetProfileAttr('Haley Message')<>'Y')	UCM Set FACPrivacyNew To Y And Refresh Record
2	UCM FINCORP Account Contact Privacy	WriteRecordNew	GetProfileAttr('FACPrivacyNew')='Y' AND [Address Id] IS NOT NULL	UCM New Financial Account and Financial Account Contact

The following table lists the initial privacy settings where the action set is “UCM Set FACPrivacyNew To Y And Refresh Record" with Actions.

Name	Action Type	Sequence	Description
UCM Set Profile Attribute	Attribute Set	1	Values are: The profile attribute value is FACPrivacyNew. The set operator value is Set. The value field value is Y.
UCM Refresh Record	Invoke Method	2	The method name is GetAddress.

The following table lists the initial privacy settings where the action set is “UCM New Financial Account and Financial Account Contact" with actions.

Name	Action Type	Sequence	Description
UCM Set Profile Attribute	Attribute Set	1	Values are: The profile attribute value is FACPrivacyNew. The set operator value is Set. The value field value is N.
UCM New Financial Account/Financial Account Contact	Invoke Method	2	The method name is AccountContactPrivacyNew.
Refresh	Invoke Method	3	The method name is GetAddress.

The following table lists the Reevaluate Privacy Setting, run-time event.

Sequence	Object Name	Event	Conditional Expression	Action Set Name
1	UCM FINCORP Account Contact Privacy	WriteRecordUpdated	GetProfileAttr('Haley Message') IS NULL OR GetProfileAttr('Haley Message')<>'Y	UCM Update Financial Account Contact Privacy

The following table lists reevaluate privacy setting, where the action set is “UCM Update Financial Account Contact Privacy" with actions.

Name	Action Type	Sequence	Description
UCM Update Financial Account Contact Privacy	Invoke Method	1	The method name is AccountContactPrivacyChanged
Refresh	Invoke Method	2	The method name is GetAddress

The following table lists the Update Account Type, Run-Time Event.

Sequence	Object Name	Event	Subevent	Conditional Expression	Action Set Name
1	FINCORP Account	SetFieldValue	Type	(GetProfileAttr('Haley Message') IS NULL OR GetProfileAttr('Haley Message')<>'Y')	UCM Set FinancialAccountTypeChanged To Y
2	FINCORP Account	WriteRecordUpdated	Not applicable	GetProfileAttr('FinancialAccountTyp Changed')='Y	UCM Update Financial Account Type
1	FINCORP Account	WriteRecordNew	Not applicable	GetProfileAttr('FinancialAccountTyp Changed')='Y	UCM Set FinancialAccountTypeChanged To N

The run-time event on WriteRecordNew is used to suppress the Update Account Type action for a new financial account case.

The following table lists Update Account Type, where the action set is “UCM Set FinancialAccountTypeChanged To Y" with actions.

Name	Action Type	Sequence	Description
UCM Set Profile Attribute	Attribute Set	1	Values are: The profile attribute value is FinancialAccountTypChanged. The set operator value is Set. The value field value Y.

The following table lists Update Account Type, where the action set is “UCM Update Financial Account Type" with actions.

Name	Action Type	Sequence	Description
UCM Set Profile Attribute	Attribute Set	1	Values are: The profile attribute value is FinancialAccountTypChanged. The set operator value is Set. The value field value is N.
UCM Update Financial Account Type	Invoke Method	2	The method name is AccountTypeChanged.

The following table lists Update Account Type, where the action set is “UCM Set FinancialAccountTypeChanged To N" with actions.

Name	Action Type	Sequence	Description
UCM Set Profile Attribute	Attribute Set	1	Profile Attribute= FinancialAccountTypChanged; Set Operator=Set; Value="N"

The following table lists Address Change Update Privacy Setting, run-time event.

Sequence	Object Name	Event	Subevent	Conditional Expression	Action Set Name
1	UCM FINCORP Account Contact Address	SetFieldValue	Personal Address Id	[Address Type] = LookupValue ('FINS_CF_ADDR_USE_TYPE', 'Garage') AND ([Contact Privacy Mod Number]<1 OR [Contact Privacy Mod Number] IS NULL)	UCM Set GarageAddressChanging To Y
1	UCM FINCORP Account Contact Address	WriteRecordUpdated	Not applicable	(GetProfileAttr('Haley Message') IS NULL OR GetProfileAttr('Haley Message')<>'Y') AND GetProfileAttr('GarageAddressChanging')='Y	UCM Refresh Record On FINCORP Account Contact Address
2	UCM FINCORP Account Contact Address	WriteRecordUpdated	Not applicable	[Address Type] = LookupValue ('FINS_CF_ADDR_USE_TYPE', 'Garage') AND (GetProfileAttr('Haley Message') IS NULL OR GetProfileAttr('Haley Message')<>'Y') AND [Contact Privacy Mod Number]>0	UCM Set GarageAddressChanged To Y
1	UCM FINCORP Account Contact Address Source Data and History	WriteRecordNew	Not applicable	GetProfileAttr('GarageAddressChanged')='Y' AND [UCM Type Code] = LookupValue('UCM_SDH_TYPE_MLOV', 'History')	UCM Update Financial Account Contact Address

The following table lists Address Change Update Privacy Setting action set “UCM Set GarageAddressChanging To Y" with actions.

Name	Action Type	Sequence	Description
UCM Set Profile Attribute	Attribute Set	1	The profile attribute value is GarageAddressChanging The set operator value is Set The value field value is Y

The following table lists Address Change Update Privacy Setting action set “UCM Refresh Record On FINCORP Account Contact Address" with actions.

Name	Action Type	Sequence	Description
UCM Refresh Record	Invoke Method	1	The method name is GetPrivacy

The following table lists Address Change Update Privacy Setting action set “UCM Set GarageAddressChanged To Y" with actions.

Name	Action Type	Sequence	Description
UCM Set Profile Attribute	Attribute Set	1	The profile attribute is GarageAddressChanged The set operator is Set The value field value is Y.

The following table lists Address Change Update Privacy Setting action set “UCM Update Financial Account Contact Address" with actions.

Name	Action Type	Sequence	Description
UCM Set Profile Attribute	Attribute Set	1	The profile attribute is GarageAddressChanged The set operator is Set The value field value is N.
UCM Refresh Record	Invoke Method	2	The method name is GetFinancialAccount.
UCM Update Financial Account Contact Address	Invoke Method	3	The method name is AccountContactAddressChanged.

Sequence number 2 in the previous table is used to get the parent Financial Account Id and pass it to the workflow, so that it can query with this ID and construct the request message for the Rules Engine.

The following table lists run-time event for the Retrieve Privacy Setting when a contact is deactivated.

Sequence	Object Name	Event	Subevent	Conditional Expression	Action Set Name
1	FINCORP Account Contact	SetFieldValue	Status	[Status] = LookupValue('CONTACT_STATUS', 'Inactive') AND (GetProfileAttr('Haley Message') IS NULL OR GetProfileAttr('Haley Message')<>'Y')	UCM Set ContactInactivated To Y
1	FINCORP Account Contact	WriteRecordUpdated	Not applicable	GetProfileAttr('ContactInactivated')='Y	UCM Contact Inactivated

The following table lists Retrieve Privacy Setting when contact is deactivated action set with “UCM Set ContactInactivated To Y" with actions.

Name	Action Type	Sequence	Description
UCM Set Profile Attribute	Attribute Set	1	The profile attribute value is ContactInactivated The set operator value is Set The value field value is Y

The following table lists Retrieve Privacy Setting when contact is deactivated action wet “UCM Contact Inactivated" with actions.

Name	Action Type	Sequence	Description
UCM Set Profile Attribute	Attribute Set	1	The profile attribute value is ContactInactivated The set operator value is Set The value field value is N
UCM Contact Inactivated	Invoke Method	2	ContactInactivated