PUB Attach Case Snapshot Workflow

This workflow creates a BIP (Business Intelligence Publisher) snapshot file (or invokes a subprocess to create an XML snapshot file) for the evidence record of an appeal case. This snapshot file is located in the Attachments view of the Evidence view for the appeal case, and contains the field values for the original case, for the active benefit plans that are associated with that case, and for the benefits that are associated with those benefit plans. The following image shows this workflow.

Note: To create the snapshot file, a temporary folder must exist at the Siebel Client location.

A user initiates this workflow by clicking the Appeal button in the Case List view.

Workflow Description

This workflow performs the following actions:

1. Snapshot Type. This step reviews the PUB Appeal Case Snapshot Type system preference to determine to create an XML snapshot file or a BIP snapshot file.

2. PUB Archive Process. For XML snapshot files, this step calls the PUB Archive Process subprocess. For more information, see PUB Archive Process Workflow.

3. Create Output Record. For BIP snapshot files, this step creates a business component record for the attachment business component.

4. Create Case Snapshot. This step creates the BIP snapshot file and attaches the file to the attachment business component.