Workflow and Notification Options

We use the term "notification" to reference the electronic transactions that you exchange with third parties when:

  • They need information about a customer
  • They need to change something about a customer

For example, an energy service provider sends a notification to an electric distribution company when a customer elects to use them as their energy provider.

When a notification is received, the system responds by creating a workflow process. The workflow process contains workflow events. These events perform the processing necessary to execute the notification.

Workflow processing is difficult to explain because its flexible design can be used to automate many different types of multi-event processes. For example,

  • You can use workflow processing to manage the events associated with the inspection of a new premise.
  • You can use workflow processing to manage the events that transpire in a deregulated market when a customer wants to switch energy service providers.
Warning:

Setting up the workflow process control tables is as challenging as your organization's business rules. If you don't have automated workflow processes, you don't have to setup anything. If you have sophisticated workflow processing requirements, your setup process will be more challenging.

The topics in this section describe tables that control your automated workflow and notification processing.