Associating a CTM Transaction Code with Delegated Access

Associating a CTM transaction code with a delegated transaction is optional. You can set up a CTM transaction code for each delegation transaction that's defined in the Delegation Transaction Setup page. When the proxy clicks the Submit button on the Proxy Terms and Conditions page, the system determines which CTM transaction code to use by evaluating the setup of each of the delegation transaction codes that was delegated to the proxy. Because only one CTM transaction code can be used to process the proxy’s constituent data, the following logic takes place.

If multiple delegation transaction codes exist for the proxy, the Delegated Access framework evaluates the setup for these delegation transaction codes in the following way:

  • If one delegation transaction code is set up with Assign EMPLID to Proxy = Y, then its CTM transaction code is used to save the proxy’s constituent data in CTM staging records. And then Search/Match is triggered.

  • If multiple delegation transaction codes are set up with Assign EMPLID to Proxy = Y, then the first CTM transaction code is used to save the proxy’s constituent data in CTM staging records. And then Search/Match is triggered.

To illustrate this logic, consider this example. A proxy is delegated with the following transactions:

  • Transaction 1: Set up with CTM Transaction Code = ‘AAAA’ and Assign EMPLID to Proxy = ‘Y’

  • Transaction 2: Set up with CTM Transaction Code = ‘BBBB’ and Assign EMPLID to Proxy = ‘Y’

  • Transaction 3: Set up with CTM Transaction Code = <blank> and Assign EMPLID to Proxy = ‘N’

  • Transaction 4: Set up with CTM Transaction Code = ‘CCCC’ and Assign EMPLID to Proxy = ‘Y’

Because there are multiple transaction codes with Assign EMPLID to Proxy = Y, the first transaction code that's encountered is used. In this case, CTM transaction code AAAA is used.

If none of the transactions are set up to assign an EMPLID, then CTM is simply not triggered and none of the personal information entered by the proxy inside the Proxy Terms and Conditions is saved in the CTM staging tables.

Note:

You can reuse the same CTM transaction code for your transactions. Use a different value if different Data Update Rule or Search/Match Parameters should be used.