D PMF Configurations for Pool of Analyst

To configure the PMF Pool of Analyst configuration to set the new statuses, follow these steps:

1. Perform the following queries and introduce new status in the following tables.
   • Select * from AAI_WF_STATUS_B t where t.v_app_package_id = 'OFS_SAC';
   • Select * from AAI_WF_STATUS_TL t where t.v_app_package_id = 'OFS_SAC';
   • Create unique v_status_id in AAI_WF_STATUS_B table and map the same in the AAI_W- F_STATUS_TL table and fill all the other columns data. This data will show in the PMF screen while mapping new status.

     Figure D-1 Example 1

     
     

     

     
     
2. Perform the following query and introduce new Outcome in both the following tables.
   • Select * from AAI_WF_OUTCOME_B ;
   • Select * from AAI_WF_OUTCOME_TL;
   • Create unique outcome ID in AAI_WF_OUTCOME_B table and map the same in AAI_WF_OUT- COME_TL table and provide other columns data.

     Figure D-2 Example 2

     
     

     

     
     
3. Perform the following query and add a new entry for the new status to come up in the TF_AC- TION drop-down list while adding new Application rule. Select * from AAI_AOM_STATIC t where t.n_static_grp_id=501;

   Figure D-3 Example 3

   
   

   

   
   
4. Create Human task in PMF screen that you want to introduce in-between existing status or you want to introduce new status or create separate status.

   Activity

   Activity Name* Activity Description

   Status* - New Status Name.

   Outcomes - Where has to go (Destination Status).

   Example: If we have to introduce a new status between Investigation and Recommend to Block as Pending Recommend to Block, first add the new activity as shown in the following Figures (Pending Block Recommended).

   Figure D-4 Activity Statuses

   
   

   

   
   

   Transitions

   Add ->

   Transition Name - Unique Name for the particular Transition. Connected To – Destination status.

   Decision Rule - Map to decision rule for particular status. Order - 1

   Stroke – Default.

   Example: First Transition between Investigation and Pending Block Recommended the next one between Pending Block Recommended and Recommend to Block.

   Figure D-5 Edit Transaction – Pending Block Recommended

   
   

   

   
   

   Figure D-6 Edit Transaction – Recommend To Block

   
   

   

   
   

   In Transition Decision Rule Map the specified rule for the current status. Or create as per business requirement.

   Example: For the decision rules, add the following 2 decision rules.

   Figure D-7 Rule Details – Decision Rule 1

   
   

   

   
   

   Figure D-8 Rule Details – Decision Rule 2

   
   

   

   
   
   Edit the existing decision rule, by adding the ZP_POOL_ANALYST_FL.

   Note:

   The attribute ZP_LOGGED_USER_ACTED value is Y then the user has acted first on the POA status.

   Figure D-9 Edit API Details

   
   

   

   
   

   Figure D-10 Edit API Details – Adding Attribute Values

   
   

   

   
   
5. Access for the new status (example: Pending Review (96)) should be given to TFLTANYSE in order to take/update action on events.
6. Follow these steps:
   1. select * from setup_rt_params where V_PARAM_NAME = 'TF_FUNC- TION_AND_STATUS_CODES' and V_ATTRIBUTE_NAME1 = 'TFLTANYSE';
   2. Append V_ATTRIBUTE_VALUE3 with the newly added Pending review Status.
   3. Example: 2,96

      Note:

      • To get the V_ATTRIBUTE_VALUE3 ; refer the dim_sanctions_sta- tus table.
      • This is the Customized example for Pending Review (96) to be added manu- ally.