Business Rules Framework Event Details

This topic provides additional details for business rule events to help you make decisions regarding your implementation of the Business Rules Framework.

The following sections provides additional details for Business Rule Framework events, enabling you to view delivered events, their triggers, what actions can be run, and the associated Communication Event ID. In almost all cases, the Communication Event ID and the Business Rules Framework Event ID are the same. Knowing the event ID will be required if calling events from workflow.

Permits

The following table provides additional details for events related to permits. The events are sorted by Resource.

Event

Details

Resource: Fee Communications

Event: New Fees Due

Description: New fees have been assessed and are due.

Trigger: Click Add Fees on the Fees and Payments tab in the permit details.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: New Fees Due (LNP-FEES-001)

Resource: Permit Application Contact

Event: Permit Additional Contact Added

Description: Additional contact is added to the permit.

Trigger: Click Add New Contact in the Additional Contacts grid on the Contacts page in permit details, and either select an existing contact or create a new one.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Permit Additional Contact Added (LNP-CONTACT-ADD)

Resource: Permit Document

Event: Permit Document Attached

Description: Applicant attaches a permit document.

Trigger: Click Add on Attachments page in permit details, select a document to upload, and click Upload on the Add Attachments dialog box.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Permit Document Attached (LNP_ATTACHMENT_UPLOADED)

Resource: Permit Expiration Communication

Event: About to Expire Permit

Description: A permit is about to expire.

Trigger: A permit is about to reach its set expiration date.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: About to Expire Permit (PER-ATE-EXPIRY-001)

Resource: Permit Expiration Communication

Event: Expired Permit

Description: A permit has expired.

Trigger: A permit is about has exceeded its set expiration date.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Expired Permit (PER-EXPIRED-001)

Resource: Permit Expiration Communication

Event: Permit About to Expire Based on Inspection Commencement

Description: A permit is about to expire based on the inspection beginning.

Trigger: A permit is about to expire based on the inspection commencement rule setup.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Permit About to Expire Based on Inspection Commencement (PER-INS-ATE-EXPIRY-001)

Resource: Permit Expiration Communication

Event: Permit Expired Based on Inspection Commencement

Description: A permit has expired based on the inspection beginning.

Trigger: A permit has expired based on the inspection commencement rule setup.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Permit About to Expire Based on Inspection Commencement (PER-INS-EXPIRED-001)

Resource: Permit Inspection

Event:Permit Inspection Requested

Description: An inspection is created.

Trigger: Select Add Inspection from the permit or the Inspections page, provide the required information, and click Submit on the Inspections page. This can occur also from the mobile application and IVR.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Inspection Requested (LNP-INSPREQ-001)

Resource: Permit Inspection

Event: Final Permit Inspection Passed

Description: Indicates that the final inspection is complete with a passing result.

Trigger: For a final inspection, click Submit on the Inspection Result page.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Final Inspection Passed (LNP-FINALINSP-001)

Resource: Permit Inspection

Event:Permit Inspection Canceled

Description: Indicates that an inspection is canceled.

Trigger: Select Cancel Inspection for the inspection. An inspection can be canceled from the inspections console, the Inspections tab in the transaction details, or from the inspection request.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Inspection Canceled (LNP-INSPCANC-001)

Resource: Permit Inspection

Event:Permit Inspection Postponed

Description: Indicates that an inspection is postponed.

Trigger: Select Postpone for the inspection. An inspection can be postponed from the Inspections console page for agency staff, the Inspections tab in the transaction details, or from the inspection request. Registered public users can only postpone inspections if allowed at the agency-level in the permit and business license options.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Inspection Postponed (LNP-INSPPOSTPONE-001)

Resource: Permit Inspection

Event: Permit Inspection Rescheduled

Description: Indicates that an inspection is rescheduled.

Trigger: Click Reschedule for a currently scheduled inspection determine a new time, click Select, and click Submit. An inspection can be rescheduled from the inspections console for agency staff, the Inspections list page for registered public users, the Inspections tab in the transaction details, or from the inspection request.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Inspection Rescheduled (LNP-INSPRESCH-001)

Resource: Permit Inspection

Event:Permit Inspection Scheduled

Description: Indicates that an inspection is scheduled.

Trigger: For a newly added inspection, click Select a Time, determine a time slot, click Select, and click Submit. An inspection can be scheduled from the inspections console, the Inspections tab in the transaction details, or from the inspection request.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Inspection Scheduled (LNP-INSPSCH-001)

Resource: Permit Inspection

Event: Permit Inspection Complete

Description: Notification sent to applicants when final inspection results have been determined.

Trigger: Click Submit on the Inspection Result page or from Inspection Details page within the Mobile Inspector app.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Inspection Complete (LNP-INSPCOMP-001)

Resource: Permit Inspection

Event: Before Permit Inspection Saved

Description: Before an inspection is saved.

Trigger:

  • Click Submit after adding or updating any inspection and the rule runs during the submit request, prior to the save.

  • Click Select to select a time when requesting an inspection.

  • Select Assign from the inspection list on the Inspections console page and Inspections page in the transaction details.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

  • Stop process

Communication Event: Before Inspection Saved (LNP-INSPRSAVE-001)

Resource: Permit Inspection

Event:Permit Inspection ETA Updated

Description: Indicates that the estimated time of arrival for a scheduled inspection is updated.

Trigger: From the Actions menu in the Mobile Inspector app, select Update ETA. On the Estimated Time of Arrival page, select a new time, and click Save.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Inspection ETA Updated (LNP-INSPETAUPDATE-001)

Resource: Permit Inspection Document

Event: Permit Document Attached for Inspection Supervisor

Description: Applicant attaches a permit document for the inspection supervisor.

Trigger: Click Add on Attachments page in permit details, select a document to upload, and click Upload on the Add Attachments dialog box.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Permit Document Attached for Inspection Supervisor (LNP_ATTACHMENT_SUP_UPLOADED)

Resource: Permit Inspection Document

Event: Permit Document Attached for Inspector

Description: Applicant attaches a permit document for the inspection supervisor.

Trigger: Click Add on Attachments page in permit details, select a document to upload, and click Upload on the Add Attachments dialog box.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Permit Document Attached for Inspector (LNP_ATTACHMENT_INS_UPLOADED)

Resource: Permit Missing Document

Event: Permit Missing Document

Description: Indicates that a permit application step is missing a required document.

Trigger: Application steps or workflow events including Application Submittal, Application Issuance, Application Acceptance, Final Inspection, and Application Complete, depending on agency configuration. For more information, see Setting Up Required Documents.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Permit Missing Document (LNP_REQUIRED_DOCUMENT)

Resource: Permit Plan Review

Event: Permit Plan Review Finalized

Description: Indicates that the permit plan review is finalized.

Trigger: Click Finalize Session for the plan review session in Bluebeam Studioâ„¢.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Permit Plan Review Finalized (LNP_PR_FINALIZED)

Resource: Permit Plan Review

Event: Permit Plan Review Ready To Finalize

Description: Indicates that the permit plan review is ready to finalize.

Trigger: Click Save after the last reviewer provides a decision or the review is marked N/A (not applicable), and it is an electronic review.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Permit Plan Review Ready To Finalize (LNP_PR_READY_TO_FINALIZE)

Resource: Permit Plan Review

Event: Permit Plan Review Completed or Canceled

Description: Indicates that the permit plan review is completed or canceled.

Trigger:

  • Select a value from the Decision drop-down list on the Plan Review Decision Details page and click Save after the last reviewer provides a decision or the review is marked N/A, and it is an electronic review.

  • On the Plan Reviews page, click Cancel Review Cycle to cancel a plan review cycle that is active.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Inspection Scheduled (LNP-INSPSCH-001)

Resource: Permit Plan Review Document

Event: Permit Document Attached for Plan Coordinator

Description: Applicant attaches a permit document for the plan coordinator.

Trigger: Click Add on Attachments page in permit details, select a document to upload, and click Upload on the Add Attachments dialog box.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Permit Document Attached for Plan Coordinator (LNP_ATTACHMENT_PCC_UPLOADED)

Resource: Permit Plan Review Document

Event: Permit Document Attached for Plan Reviewers

Description: Applicant attaches a permit document for plan reviewers.

Trigger: Click Add on Attachments page in permit details, select a document to upload, and click Upload on the Add Attachments dialog box.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Permit Document Attached for Plan Reviewers (LNP_ATTACHMENT_PR_UPLOADED)

Resource: Permits Workflow Communications

Event: Permit Canceled

Description: Applicant receives email or alert notification when a permit is canceled.

Trigger: Select Cancel Application for a permit in the state of Pending, enter the cancellation reason, and click Yes on the Cancel Application page.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Permit Canceled (LNP-CANCEL-COMMUNICATION)

Resource: Permits Workflow Communications

Event: Before Permit Issuance

Description: Runs before a permit is issued based on the Issue Permit task in the workflow process. For example, you can prevent a permit from being issued based on the criteria defined in the associated event.

Trigger: This event is triggered by a workflow process task if the PSC_BRF_EVENT_CODE has been specified.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

  • Stop process

Communication Event: Before Permit Issuance (LNP-BEFORE-ISSUANCE)

Resource: Permits Workflow Communications

Event: Permit Application Updated

Description: Initiates actions when a permit application is updated.

Trigger: This event must be triggered from the workflow model.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Permit Application Updated (LNP-PERMIT-UPDATE)

Resource: Permits Workflow Communications

Event: Permit Contact Added to Application

Description: Contacts are added to permit application.

Trigger: Occurs when a new application has been submitted. All contacts added during the application intake are notified. It is recommended to include all contacts in the communication template.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Permit Contact Added to Application (LNP-CONTACT-ADD-TO-APP)

Resource: Permits Workflow Communications

Event: Permit Withdrawn

Description: Applicant receives email or alert notification when a permit is withdrawn.

Trigger: Click Withdraw Application on the Overview tab of the permit details, enter the reason, and click OK.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Permit Withdrawn (LNP-WITHDRAW-COMMUNICATION)

Resource: Permits Workflow Communications

Event: After Permit Application Submitted

Description: After a permit application is submitted.

Trigger: Applicant fills out an intake form and clicks Submit.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Before Permit Application Submitted (LNP-AFTER-SUBMIT)

Resource: Permits Workflow Communications

Event: Before Permit Application Submitted

Description: Before a permit application is submitted.

Trigger: Applicant fills out an intake form and prior to the user clicking Submit.

Actions:

  • Relay to OIC

  • Stop process

Communication Event: Before Permit Application Submitted (LNP-AFTER-SUBMIT)

Code Enforcement

The following table provides additional details for events related to code enforcement. The events are sorted by Resource.

Event

Details

Resource: Code Enforcement Case

Event: Case Created

Description: The case is created.

Trigger:

  • An incident inspection results in a code violation or citation.

    An agency staff member creates a case and submits.

Actions:

  • Apply address condition

  • Apply parcel condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Case Created (CE_CASE_CREATED)

Resource: Code Enforcement Case

Event: Case Location Updated

Description: The location of the case is updated.

Trigger:

  • On the Property Information tab for the case,select Edit for Case Address field, update the address on the Property Information page and save.
  • Click the Edit button on the Property Information tab, update the address on the Update Property Information dialog and click Done.

Actions:

  • Apply address condition

  • Apply parcel condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Case Location Updated (CE_CASE_LOCATION_UPDATED)

Resource: Code Enforcement Case

Event: Case Status Updated

Description: The status of the case is updated.

Trigger: Whenever there is a case status update. The case status can be updated through inspections, from the case Overview tab, when issuing a citation, the result of a hearing, and so on. For example,on the case Overview tab click Edit for Case Status field. On the Update Status page, select a new status and reason and click Done.

Actions:

  • Apply address condition

  • Apply parcel condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Case Status Updated(CE_CASE_STATUS_UPDATED)

Resource: Code Enforcement Incident

Event: Incident Assigned to Officer

Description: The incident is assigned to an officer.

Trigger: On the Assign Code Officer page, select a code officer from the list, and click Save.

Actions:

  • Relay to OIC

  • Send communication

Communication Event: Incident Assigned to Officer (CE_INCIDENT_OFFICER_ASSIGNED)

Resource: Code Enforcement Incident

Event: Incident Assigned to Technician

Description: The incident is assigned to a technician.

Trigger: On the Assign Code Technician page, select a technician from the list and click Save.

Actions:

  • Relay to OIC

  • Send communication

Communication Event: Incident Assigned to Technician (CE_INCIDENT_TECHNICIAN_ASSIGNED)

Resource: Code Enforcement Incident

Event: Incident Location Updated

Description: The location of the incident is updated.

Trigger: On the Property Information tab for the Incident, select Edit for Incident Address field, update the address on the Property Information page and save.

Actions:

  • Relay to OIC

  • Send communication

Communication Event: Incident Location Updated (CE_INCIDENT_LOCATION_UPDATED)

Resource: Code Enforcement Incident

Event: Incident Priority Updated

Description: The priority of the incident is updated.

Trigger: On the incident Overview page, update the priority field value and save.

Actions:

  • Relay to OIC

  • Send communication

Communication Event: Incident Priority Updated (CE_INCIDENT_PRIORITY_UPDATED)

Resource: Code Enforcement Incident

Event: Incident Status Updated

Description: The status of the incident is updated.

Trigger: Numerous triggers, including when there is an update on the incident status by scheduling an inspection, an inspection resulting in a case, an incident is closed, and so on.

Actions:

  • Relay to OIC

  • Send communication

Communication Event: Incident Status Updated (CE_INCIDENT_STATUS_UPDATED)

Resource: Responsible Party for Case

Event: Responsible Party's Case Access Updated

Description: Responsible party's online access to case is approved or denied.

Trigger: When a public user requests access and the agency approves that request using the Responsible Party tab for the case or through workflow.

Actions:

  • Relay to OIC

  • Send communication

Communication Event: Responsible Party's Case Access Updated (CE-RP-REQ-UPDATE)

Planning and Zoning

The following table provides additional details for events related to planning and zoning. The events are sorted by Resource.

Event

Details

Resource: Activity Tracking

Event: Planning Activity Updated

Description: Indicates that an activity is updated.

Trigger: Updating the Activity Status or Due Date field on the Activity Tracking list page, and click Save.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

  • Update workflow

Communication Event: Planning Activity Updated (COM-ACT-UPDATE)

Resource: Hearing Notification

Event: Hearing Appealed

Description: Notifies that an appeal is submitted for the public hearing.

Trigger: On the Request Appeal page, provide the required information and click the Confirm and Pay button.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Hearing Appealed (PZ-HRGS-APPEAL-NOTIFY)

Resource: Hearing Notification

Event: Hearing Canceled

Description: Notifies that the public hearing is canceled.

Trigger: An application previously inserted into the calendar on the Hearing Scheduler has the hearing date changed using the Cancel action.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Hearing Canceled (PZ-HRGS-SCHD-CANCEL)

Resource: Hearing Notification

Event: Hearing Decision Changed

Description: Notifies that the public hearing decision is updated.

Trigger: On the Update Decision page, select a value from the Decision drop-down list, and click Save.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Hearing Decision Changed (PZ-HRGS-DECISION-CHANGED)

Resource: Hearing Notification

Event: Hearing Re-scheduled

Description: Notifies that there is a change in the date of the public hearing.

Trigger: An application previously inserted into the calendar on the Hearing Scheduler has the hearing date changed using the Reschedule action.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Hearing Re-scheduled (PZ-HRGS-SCHD-RESCHEDULE)

Resource: Hearing Notification

Event: Hearing Schedule Finalized

Description: Notifies that the public hearing is scheduled on a finalized date.

Trigger: An application has been added to the calendar on the Hearing Scheduler page with a Schedule Status of Final, a previously added application has the Schedule Status updated to Final, or the status is changed using the Finalize action.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Hearing Schedule Finalized (PZ-HRGS-SCHD-FINAL)

Resource: Hearing Notification

Event: Hearing Scheduled Tentatively

Description: Notifies that the public hearing is scheduled on a tentative date.

Trigger: An application has been added to the calendar on the Hearing Scheduler page with a Schedule Status of Tentative.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Hearing Scheduled Tentatively (PZ-HRGS-SCHD-TENTATIVE)

Resource: Planning Application Document

Event: Planning Application Document Attached

Description: Notifies agency staff when the applicant uploads a planning application document.

Trigger: An applicant has uploaded an attachment to a planning application or a preapplication.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Planning Application Document Attached (PNZ_ATTACHMENT_UPLOADED)

Resource: Planning Application Plan Review Document

Event: Planning Application Document Attached for Plan Review

Description: Notifies agency staff when the applicant uploads a planning application document for plan review.

Trigger: An applicant has uploaded an attachment to a planning application or a preapplication.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Planning Application Document Attached for Plan Reviewers (PNZ_ATTACHMENT_PR_UPLOADED)

Resource: Planning Missing Document

Event: Planning Missing Document

Description: Indicates that a planning application step is missing a required document.

Trigger: Application steps or workflow events including Application Submittal, Application Acceptance, and Application Complete, depending on agency configuration. For more information, see Setting Up Required Documents.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Planning Missing Document (PZ_REQUIRED_DOCUMENT)

Resource: Planning and Zoning Application

Event: Planner Assigned

Description: A planner is assigned for the application.

Trigger: When a planner is assigned from the Overview page of the planning application details page, or on the planner worklist Unassigned Planners tab.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

  • Update workflow

Communication Event: Planner Assigned (PNZ-ASSIGN-PLANNER)

Resource: Planning and Zoning Application

Event: Planner Reassigned

Description: A planner is reassigned for the application.

Trigger: When a planner is reassigned from the Overview page of the Planning Application Details page, or on the Planner Worklist Unassigned Planners tab.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

  • Update workflow

Communication Event: Planner Reassigned (PNZ-REASSIGN-PLANNER)

Resource: Planning and Zoning Application Contacts

Event: Planning and Zoning Additional Contact Added

Description: Additional contact added to a planning application or preapplication.

Trigger: Click Add New Contact in the Additional Contacts grid on the Contacts page in planning application details, and either select an existing contact or create a new one.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Planner Assigned (PNZ-ASSIGN-PLANNER)

Resource: Planning and Zoning Expiration Communication

Event: About to Expire Planning and Zoning Application

Description: A planning and zoning application is about to expire.

Trigger: The planning and zoning application is about to exceed the set expiration duration.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: About to Expire Planning and Zoning Application (PNZ-APP-ATE-EXPIRY-001)

Resource: Planning and Zoning Expiration Communication

Event: About to Expire Pre-application

Description: A planning and zoning pre-application is about to expire.

Trigger: The planning and zoning pre-application is about to exceed the set expiration duration.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: About to Expire Pre-application (PNZ-PREAPP-ATE-EXPIRY-001)

Resource: Planning and Zoning Expiration Communication

Event: Expired Planning and Zoning Application

Description: A planning and zoning application has expired.

Trigger: The planning and zoning application has exceeded the set expiration duration.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Expired Planning and Zoning Application (PNZ-APP-EXPIRED-001)

Resource: Planning and Zoning Expiration Communication

Event: Expired Pre-application

Description: A planning and zoning pre-application has expired.

Trigger: The planning and zoning pre-application has exceeded the set expiration duration.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Expired Pre-application (PNZ-PREAPP-EXPIRED-001)

Resource: Planning and Zoning Workflow Communications

Event: Before Planning and Zoning Application Submitted

Description: Contacts are added to preapplication or planning application during the application intake form. When submitted.

Trigger: Occurs before a planning and zoning application is submitted.

Actions:

  • Relay to OIC

  • Stop process

Resource: Planning and Zoning Workflow Communications

Event: Planning and Zoning Contact Added to Application

Description: Contacts are added to preapplication or planning application during the application intake form. When submitted.

Trigger: Occurs when a new application has been submitted. All contacts added during the application intake are notified. It is recommended to include all contacts in the communication template.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Planning and Zoning Contact Added to Application (PZ-CONTACT-ADD-TO-APP)

Resource: Planning and Zoning Workflow Communications

Event: Planning Application and Pre-Application Updated

Description: Initiates actions when a planning application or a preapplication is updated.

Trigger: This event is triggered by the workflow model.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Planning Application and Pre-Application Updated (PZ-PLANNING-UPDATE)

Resource: Planning and Zoning Workflow Communications

Event: Planning Application Canceled

Description: Initiates action when a planning application is canceled.

Trigger: This event is triggered when the planning application is canceled from the Planning application list or Planning Details Overview page.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Planning Application Canceled (PNZ-CANCEL)

Resource: Planning and Zoning Workflow Communications

Event: Planning Pre-Application Canceled

Description: Initiates action when a planning preapplication is canceled.

Trigger: This event is triggered when the planning preapplication is canceled from the Planning list or Overview page.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Planning Pre-Application Canceled (PNZ-PREAPP-CANCEL)

Resource: Planning Plan Review

Event: Planning Plan Review Completed or Canceled

Description: Indicates that the planning plan review is completed or canceled.

Trigger: When the last reviewer provides a decision status for a plan review cycle, it is automatically closed. Upon closing, the overall review status changes to Complete. Or, on the Plan Reviews page, click the Cancel Review Cycle button to cancel a plan review cycle that is active.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Planning Plan Review Completed or Canceled (PNZ_MPR_REVIEW_COMPLETED)

Resource: Planning Plan Review

Event: Planning Plan Review Finalized

Description: Indicates that the planning plan review is finalized.

Trigger: Click Finalize Session for the plan review session in Bluebeam Studioâ„¢.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Planning Plan Review Finalized (PZ-HRGS-SCHD-FINAL)

Resource: Planning Plan Review

Event: Planning Plan Review Ready To Finalize

Description: Indicates that the planning plan review is ready to finalize.

Trigger: Click Save after the last reviewer provides a decision or the review is marked N/A (not applicable), and it is an electronic review.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Planning Plan Review Ready To Finalize (PNZ_PR_READY_TO_FINALIZE)

Resource: Pre-Application Meeting Request Notification

Event: Planning Application Meeting Invitee Added

Description: Notifies that the invitee has been added to the planning meeting.

Trigger: An invitee has been added to the invitee list for the planning application meeting and saved.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Planning Application Meeting Invitee Added (PZ-NA-MEETSCH-INV-001)

Resource: Pre-Application Meeting Request Notification

Event: Planning Application Meeting Rescheduled

Description: Notifies that the planning application meeting is rescheduled on a tentative date.

Trigger: The meeting for the planning application has been moved to a different date on the calendar and saved.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Planning Application Meeting Rescheduled (PZ-NA-MEETRESCH-001)

Resource: Pre-Application Meeting Request Notification

Event: Planning Application Meeting Canceled

Description: Notifies that the planning application meeting is canceled.

Trigger: On the Planning Application details page, select the Meetings tab for the planning application. Click Cancel for a meeting in the list.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Planning Application Meeting Canceled (PZ-NA-MEETCAN-001)

Resource: Pre-Application Meeting Request Notification

Event: Planning Application Meeting Remove Invitees

Description: Notifies that the invitee has been removed from the meeting.

Trigger: Invitees previously on the invite list are removed, and the update has been saved.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Planning Application Meeting Remove Invitees (PZ-NA-MEETREM-001)

Resource: Pre-Application Meeting Request Notification

Event: Planning Application Meeting Scheduled

Description: Notifies that the planning application meeting is scheduled on a tentative date.

Trigger: A meeting has been scheduled on the calendar.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Planning Application Meeting Scheduled (PZ-NA-MEETSCH-001)

Resource: Pre-Application Meeting Request Notification

Event: Pre-Application Meeting Canceled

Description: Notifies that there is a change in the planning application meeting date.

Trigger: An update has been made to the meeting and saved.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Planning Application Meeting Updated (PZ-NA-MEETUPD-001)

Resource: Pre-Application Meeting Request Notification

Event: Pre-Application Meeting Canceled

Description: Notifies that the preapplication meeting is canceled.

Trigger: On the Planning Application details page, select the Meetings tab for the planning preapplication. Click Cancel for a meeting in the list.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Pre-Application Meeting Canceled (PZ-PREAPP-MEETCAN-001)

Resource: Pre-Application Meeting Request Notification

Event: Pre-Application Meeting Remove Invitees

Description: Notifies that the invitee has been removed from the meeting.

Trigger: Remove a row in the invitees list for a meeting.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Pre-Application Meeting Remove Invitees (PZ-PREAPP-MEETREM-001)

Resource: Pre-Application Meeting Request Notification

Event: Pre-Application Meeting Rescheduled

Description: A pre-application meeting is rescheduled on a tentative date.

Trigger: A previously scheduled pre-application meeting's scheduled date or time has been changed and saved.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Pre-Application Meeting Remove Invitees (PZ-PREAPP-MEETREM-001)

Resource: Pre-Application Meeting Request Notification

Event: Pre-Application Meeting Scheduled

Description: Notifies that the pre-application meeting is scheduled on a tentative date.

Trigger: Click the Schedule button on the meeting request page.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Pre-Application Meeting Scheduled (PZ-PREAPP-MEETSCH-001)

Resource: Pre-Application Meeting Request Notification

Event: Pre-Application Meeting Updated

Description: Notifies that there is a change in the preapplication meeting date.

Trigger: Update a scheduled meeting and save your changes.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Pre-Application Meeting Updated (PZ-PREAPP-MEETUPD-001)

Resource: Pre-Application Meeting Request Notification

Event: Pre-Application Meeting Invitee Added

Description: Notifies that the invitee has been added to the planning meeting.

Trigger: Invitee has been added to the invitees list for the preapplication meeting.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Planning Application Meeting Invitee Added (PZ-NA-MEETSCH-INV-001)

Resource: Planning and Zoning Workflow Communications

Event: Planning Application Withdrawn

Description: Applicant receives email or alert notification when a planning application is withdrawn.

Trigger: This event is triggered when the planning application is withdrawn from the Planning application list or Planning Details Overview page.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Planning Application Withdrawn (PNZ-WITHDRAW)

Resource: Planning and Zoning Workflow Communications

Event: Planning Pre-Application Withdrawn

Description: Applicant receives email or alert notification when a planning preapplication is withdrawn.

Trigger: This event is triggered when the planning application is withdrawn from the list or overview page.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Planning Pre-Application Withdrawn (PNZ-PREAPP-WITHDRAW)

Resource: Planning and Zoning Workflow Communications

Event: After Planning and Zoning Application Submitted

Description: After a planning and zoning application is submitted.

Trigger: Applicant fills out an intake form and clicks Submit.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: After Planning and Zoning Application Submitted (PNZ-AFTER-SUBMIT)

Business Licenses

The following table provides additional details for events related to business licenses. The events are sorted by Resource.

Event

Details

Resource: Business License Inspection

Event: Business License Final Inspection Passed

Description: Indicates that the final inspection is complete with a passing result.

Trigger: For a final inspection, click Submit on the Inspection Result page.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Business License Final Inspection Passed (LIC-FINALINSP-001)

Resource: Business License Inspection

Event: Business License Inspection Canceled

Description: Indicates that an inspection is canceled.

Trigger: Select Cancel Inspection for the inspection. An inspection can be canceled from the inspections console, the Inspections tab in the transaction details, or from the inspection request.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Business License Inspection Canceled (LIC-INSPCANC-001)

Resource: Business License Inspection

Event: Business License Inspection Complete

Description: Notification sent to applicants when final inspection results have been determined.

Trigger: Click Submit on the Inspection Result page or from Inspection Details page within the Mobile Inspector app.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Business License Inspection Complete (LIC-INSPCOMP-001)

Resource: Business License Inspection

Event: Business License Inspection ETA Updated

Description: Indicates that the estimated time of arrival for a scheduled inspection is updated.

Trigger: From the Actions menu in the Oracle Inspector mobile app, select Update ETA. On the Estimated Time of Arrival page, select a new time, and click Save.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Business License Inspection ETA Updated (LIC-INSPETAUPDATE-001)

Resource: Business License Inspection

Event: Business License Inspection Requested

Description: An inspection is created.

Trigger: Select Add Inspection from the business license activity pages or the Inspections console page, provide the required information, and click Submit on the Inspection request page. This can occur also from the mobile application and IVR.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Business License Inspection Requested (LIC-INSPREQ-001)

Resource: Business License Inspection

Event: Business License Inspection Rescheduled

Description: Indicates that an inspection is rescheduled.

Trigger: Click Reschedule for a currently scheduled inspection, determine a new time, click Select, and click Submit. An inspection can be rescheduled from the inspections console for agency staff, the Inspections list page for registered public users, the Inspections tab in the transaction details, or from the inspection request.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Business License Inspection Rescheduled (LIC-INSPRESCH-001)

Resource: Business License Inspection

Event: Business License Inspection Postponed

Description: Indicates that an inspection is postponed.

Trigger: Select Postpone for the inspection. An inspection can be postponed from the Inspections console page for agency staff, the Inspections tab in the transaction details, or from the inspection request. Registered public users can only postpone inspections if allowed at the agency-level in the permit and business license options.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Business License Inspection Postponed (LIC-INSPPOSTPONE-001)

Resource: Business License Inspection

Event: Before Business License Inspection Saved

Description: Before an inspection is saved.

Trigger:

  • Click Submit after adding or updating any inspection and the rule runs during the submit request, prior to the save.

  • Click Select to select a time when requesting an inspection.

  • Select Assign from the inspection list on the Inspections console page and Inspections page in the transaction details.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

  • Stop process

Communication Event: Before Business License Inspection Saved (LIC-INSPRSAVE-001)

Resource: Business License Inspection

Event: Business License Inspection Scheduled

Description: Indicates that an inspection is scheduled.

Trigger: For a newly added inspection, click Select a Time, determine a time slot, click Select, and click Submit. An inspection can be scheduled from the inspections console, the Inspections tab in the transaction details, or from the inspection request.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Business License Inspection Scheduled (LIC-INSPSCH-001)

Resource: Business License Inspection Document

Event: Business License Document Attached for Inspection Supervisor

Description: Applicant attaches a document for the inspection supervisor.

Trigger: Click Add on Attachments page in the transaction details, select a document to upload, and click Upload on the Add Attachments dialog box.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Business License Document Attached for Inspection Supervisor (LIC_ATTACHMENT_SUP_UPLOADED)

Resource: Business License Inspection Document

Event: Business License Document Attached for Inspector

Description: Applicant attaches a document for the inspector.

Trigger: Click Add on Attachments page in the transaction details, select a document to upload, and click Upload on the Add Attachments dialog box.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Business License Document Attached for Inspector (LIC_ATTACHMENT_INS_UPLOADED)

Resource: Business License Missing Document

Event: Business License Missing Document

Description: Indicates that a business license application step is missing a required document.

Trigger: Application steps or workflow events including Application Submittal, Application Issuance, Application Acceptance, Final Inspection, and Application Complete, depending on agency configuration. For more information, see Setting Up Required Documents.

Actions:

  • Add fee

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Business License Missing Document (LIC_REQUIRED_DOCUMENT)

Resource: Business License Activity

Event: Before Business License Issuance

Description: Runs before the Issue Business License human task in the workflow process.

Trigger: Runs if the PSC_BRF_EVENT_CODE custom property is specified for the Issue Business License workflow process task.

Actions:

  • Add fee

  • Apply address condition

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

  • Stop process

  • Update Workflow

Communication Event: Before Business License Issuance (BL-BEFORE-ISSUANCE)

Resource: Business License Workflow Communication

Event: Business License Application Canceled

Description: Indicates that a business license application is canceled.

Trigger: This event is triggered when a business license application is canceled.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Business License Inspection Application Canceled (BL-CANCEL)

Resource: Business License Workflow Communication

Event: Business License Consultation Application Canceled

Description: Indicates that a consultation application is canceled.

Trigger: This event is triggered when a business license consultation application is canceled from the list or overview page.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Business License Consultation Application Canceled (BL-CON-CANCEL)

Resource: Business License Workflow Communications

Event: Business License Application Withdrawn

Description: Applicant receives an email or alert notification when a business license application is withdrawn.

Trigger: This event is triggered when the business license application is withdrawn from the list or overview page.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Business License Inspection Application Withdrawn (BL-WITHDRAW)

Resource: Business License Workflow Communications

Event: Business License Consultation Application Withdrawn

Description: Applicant receives an email or alert notification when a business license consultation application is withdrawn.

Trigger: This event is triggered when the business license consultation application is withdrawn from the list or overview page.

Actions:

  • Add fee

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

Communication Event: Planning Pre-Application Withdrawn (BL-CON-WITHDRAW)

Resource: Business License Activity

Event: After Business License Application Submitted

Description: After a business license application is submitted.

Trigger: An applicant fills out an intake form and clicks Submit.

Actions:

  • Add fee

  • Apply address condition

  • Apply parcel condition

  • Apply transaction condition

  • Relay to OIC

  • Resolve conditions

  • Send communication

  • Update workflow

Communication Event: After Business License Application Submitted (LIC-AFTER-SUBMIT)

Common

The following table provides additional details for the common events. The events are sorted by Resource.

Event

Details

Resource: Application Summary

Event: Ad Hoc Application Event

Note: Reserved for future use.

Description: General application event.

Trigger: Varies.

Actions:

  • Add fee

  • Relay to OIC

  • Send communication

  • Update workflow

Communication Event: Ad Hoc Application Event (ADHOC-WORKFLOW-EVENT-001)

Resource: Delegation Notifications

Event: Delegation Invitation Expired

Note: Reserved for future use.

Description: The set time for the delegation invitation duration has expired.

Actions:

  • Relay to OIC

  • Send communication

Communication Event: Delegation Invitation Expired (COM-DLG-INVITATION-EXPIRE)

Resource: Delegation Notifications

Event: Delegation Invitation Updated for Privilege Decrease

Note: Reserved for future use.

Description: A profile or transaction owner modifies a delegation invitation to decrease privileges.

Actions:

  • Relay to OIC

  • Send communication

Communication Event: Delegation Invitation Updated for Privilege Decrease (COM-DLG-INVITATION-MODIFY-PVGDEC)

Resource: Delegation Notifications

Event: Profile or Transaction Owner Ends Delegation

Note: Reserved for future use.

Description: A profile or transaction owner ends delegation privileges.

Actions:

  • Relay to OIC

  • Send communication

Communication Event: Profile or Transaction Owner Ends Delegation (COM-DLG-END-PTO)

Resource: Delegation Notifications

Event: Delegate Ends Delegation

Note: Reserved for future use.

Description: A delegate ends delegation privileges.

Actions:

  • Relay to OIC

  • Send communication

Communication Event: Delegate Ends Delegation (COM-DLG-END-DELEGATE)

Resource: Delegation Notifications

Event: Delegation Request Updated

Note: Reserved for future use.

Description: A prospective delegate modifies a delegation request.

Actions:

  • Relay to OIC

  • Send communication

Communication Event: Delegation Request Updated (COM-DLG-REQUEST-MODIFY)

Resource: Delegation Notifications

Event: Delegation Request Declined

Note: Reserved for future use.

Description: A profile or transaction owner declines a request to delegate.

Actions:

  • Relay to OIC

  • Send communication

Communication Event: Delegation Request Declined (COM-DLG-REQUEST-DECLINE)

Resource: Delegation Notifications

Event: Delegation Request Accepted

Note: Reserved for future use.

Description: A profile or transaction owner accepts a request to delegate.

Actions:

  • Relay to OIC

  • Send communication

Communication Event: Delegation Request Accepted (COM-DLG-REQUEST-ACCEPT)

Resource: Delegation Notifications

Event: Delegation Request Expired

Note: Reserved for future use.

Description: A delegation request expired.

Actions:

  • Relay to OIC

  • Send communication

Communication Event: Delegation Request Expired (COM-DLG-REQUEST-EXPIRE)

Resource: Delegation Notifications

Event: Delegation Invitation Declined

Note: Reserved for future use.

Description: A prospective delegate declines an invitation.

Actions:

  • Relay to OIC

  • Send communication

Communication Event: Delegation Invitation Declined (COM-DLG-INVITATION-DECLINE)

Resource: Delegation Notifications

Event: Delegation Invitation Accepted

Note: Reserved for future use.

Description: A prospective delegate accepts an invitation.

Actions:

  • Relay to OIC

  • Send communication

Communication Event: Delegation Invitation Accepted (COM-DLG-INVITATION-ACCEPT)

Resource: Deposit Account

Event: Account Established

Description: Enables the agency to trigger a notification after establishing a deposit account.

Trigger: A deposit account has been created and saved.

Actions:

  • Relay to OIC

  • Send communication

Communication Event: Account Established (BNP-DEPOSIT-ACCOUNT)

Resource: Deposit Fund

Event: Additional Funds

Description: Enables the agency to trigger a notification when funds have to be deposited into deposit account.

Trigger: Funds have been added to an existing deposit account.

Actions:

  • Relay to OIC

  • Send communication

Communication Event: Additional Funds (BNP-DEPOSIT-FUND)

Resource: Deposit Received

Event: Deposit Received

Description: Enables the agency to trigger a notification after receiving a deposit.

Trigger: Initial funds have been added to a deposit account.

Actions:

  • Relay to OIC

  • Send communication

  • Update workflow

Communication Event: Deposit Received (BNP-DEPOSIT-RECEIVED)

Resource: Invite Delegation Notifications

Event: Delegation Request

Note: Reserved for future use.

Description: A prospective delegate requests delegation.

Trigger: Varies.

Actions:

  • Relay to OIC

  • Send communication

Communication Event: Delegation Request (COM-DLG-REQUEST)

Resource: Invite Delegation Notifications

Event: Delegation Invitation

Note: Reserved for future use.

Description: Profile or Transaction owner sends invitation to prospective delegate.

Trigger: Varies.

Actions:

  • Relay to OIC

  • Send communication

Communication Event: Delegation Invitation (COM-DLG-INVITATION)

Resource: Invite Delegation Notifications

Event: Delegation Invitation Updated for Privilege Increase

Note: Reserved for future use.

Description: A profile or transaction owner modifies a delegation invitation to increase privileges.

Trigger: Varies.

Actions:

  • Relay to OIC

  • Send communication

Communication Event: Delegation Invitation Updated for Privilege Increase (COM-DLG-INVITATION-MODIFY-PVGINC)

Resource: Payment by Transactions

Event: Payment Received by Transactions

Description: Enables the agency to trigger various actions upon the successful payment of fees for a transaction.

Trigger: One or more fee payments have been received successfully.

Actions:

  • Add fee

  • Relay to OIC

  • Send communication

  • Update workflow

Communication Event: Payment Received by Transactions (COM-PAYMENT-TRANSACTIONS)

Note: Update Workflow actions triggered by the Payment Received by Transactions event can send multiple fees at once for a transaction (if there are multiple fees), which you can see in rule logs.

Resource: Payment History

Event: Payment Received

Description: Enables the agency to trigger a template that generates a successful payment notification.

Trigger: A fee payment has been received successfully.

Actions:

  • Relay to OIC

  • Send communication

Communication Event: Payment Received (BNP-PAYMENT-RECEIPT)

Resource: Refund Record

Event: Refund Notice

Description: Enables the agency to trigger a template that generates a successful payment notification.

Trigger: A refund has been completed successfully by the agency.

Actions:

  • Relay to OIC

  • Send communication

Communication Event: Refund Notice (BNP_REFUND_NOTICE)

Resource: User Access Changes

Event: User Access Changed

Description: A user or administrator has changed access to deposit account details.

Trigger: Deposit account access is changed and saved.

Actions:

  • Relay to OIC

  • Send communication

Communication Event: User Access Changed (BNP-DEPOSIT-ACCESS)

Resource: User Invite

Event: User Invite

Description: A user is invited to be an authorized user on a deposit account.

Trigger: A user invite to access the deposit account is created and saved.

Actions:

  • Relay to OIC

  • Send communication

Communication Event: User Invite (BNP-DEPOSIT-INVITE)

Resource: User Profile Notifications

Event: User Profile Information Changed

Description: Notifies a public user when the user's profile is updated by agency personnel.

Trigger: The public user's profile was updated and saved.

Actions:

  • Relay to OIC

  • Send communication

Communication Event: User Profile Information Changed (PBL-PROFILE-INFO-CHANGED)

Resource: User Profile Notifications

Event: User Account Information Changed

Description: Notifies a public user when the user's account is updated by agency personnel.

Trigger: The agency updates a public user's account and saves.

Actions:

  • Relay to OIC

  • Send communication

Communication Event: User Account Information Changed (PBL-ACCOUNT-INFO-CHANGED)