The Lifecycle of a Direct Debit Mandate Task

The following diagram shows the possible lifecycle of the Direct Debit Mandate Task business object:

The lifecycle of the Direct Debit Mandate Task business object is comprised of the Pending, Active, and Canceled states. The direct debit mandate starts out in a pending state and transitioned manually by a user to the active state. After the creation and activation of the direct debit mandate in the system, the account’s auto pay information must be updated to reflect information on the mandate. Additionally, the direct debit mandate is transitioned manually by a user to the canceled state.

Pending State: The direct debit mandate starts out in a pending state.

Active State: The direct debit mandate is transitioned manually by a user to the active state. Once a mandate is created and activated in the system, the account’s auto pay information must be updated to reflect information on the mandate. This process may be automated within the mandate’s lifecycle and a sample algorithm exists in the demo database to achieve this. This algorithm is also included in the export bundle in the demo database.

Canceled State: The direct debit mandate is transitioned manually by a user to the canceled state.