(Optional) Step 4: Setting Up the CTM Transaction for Delegated Access

Access the Transaction Setup page (Set Up SACR, and then System Administration, and then Utilities, and then Constituent Transaction Mgmt, and then Transaction Setup).

This example illustrates the fields and controls on the Sample Transaction Setup Page for Delegated Access. You can find definitions for the fields and controls later on this page.

Each delegation transaction you create can be associated with a CTM Transaction Code. Consider reusing the same CTM Transaction Code. Generally, you will want to use different values only if a delegation transaction code requires a different Search/Match configuration, or if you want to use a different Data Update Rule configuration. It is recommended that you associate a delegation transaction with a CTM Transaction Code only if you want to assign an EMPLID to the proxy.

The following setup is recommended for configuring a CTM transaction for delegated access:

Transaction Options

Field or Control	Description
Online Transaction	Select this check box because the Delegated Access business process is performed through self-service pages.
Process Search/Match	Select: Batch if you want to assign EMPLIDs at a later time and process many proxy data at once Realtime if you want to process the proxy data immediately after the proxy submits the Proxy Terms and Conditions page. In this case, deselect the Run on Save check box because Delegated Access only supports triggering CTM on Submit (proxy can only submit the Proxy Terms and Conditions page).

Field or Control

Description

Online Transaction

Select this check box because the Delegated Access business process is performed through self-service pages.

Process Search/Match

Select:

Batch if you want to assign EMPLIDs at a later time and process many proxy data at once
Realtime if you want to process the proxy data immediately after the proxy submits the Proxy Terms and Conditions page. In this case, deselect the Run on Save check box because Delegated Access only supports triggering CTM on Submit (proxy can only submit the Proxy Terms and Conditions page).

Transaction Handler

Field or Control	Description
Root Package ID	Select SCC_CTM.
Path	Select TRANSACTION.
Application Class ID	Select DefaultTransaction.
Staged Record Name	Select SCC_DFLT_TRANS.

The SCC_CTM.TRANSACTION.DefaultTransaction class allows for the processing of CTM transactions that use only constituent data and do not use any transaction-specific data. Delegated Access does not involve any transaction-specific data.

Constituent Handler

Field or Control	Description
Root Package ID	Select SCC_SL_TRANSACTION.
Path	Select INTFC.
Application Class ID	Select DefaultConstituent.

Partition Data

Field or Control	Description
By Constituent	Select this option. The Delegated Access framework does not use transaction data.

Transaction Data Launch Parameters

The fields in this region should be left blank because there is no transaction-specific data with delegated access and therefore there is no transaction staging component for the administrative user.

Note:

Set the Search/Match Setup page using the configuration of your choice.