Hold Mass Accounts Using Selection Criteria

Until now, you were able to add multiple accounts in a hold request by specifying their respective account ID. Now, this feature is extended wherein you can specify a selection criteria to derive the list of accounts which you want to add in a hold request. A new option named Use Selection Criteria is available when you set the entity to Account while creating a hold request. On selecting the Use Selection Criteria option, the Hold Entities section is removed from the Hold Request screen. Instead, a new section named Account Selection Criteria appears in the Hold Request screen. This section enables you to specify the criteria for deriving accounts using the account, person, policy, or individual membership details. You can specify the criteria for deriving accounts using the policy or individual membership details only when the Environment Type option type of a feature configuration which is created using the General System Configuration feature type is set to H.

A new status named Entity Derivation Pending is added in the lifecycle of the C1-HoldRequest business object. While saving a hold request with account selection criteria, the system creates the hold request in the Entity Derivation Pending status. However, while saving a hold request without account selection criteria, the system creates the hold request in the Draft status.

A new batch named C1-HLDET is introduced in this release. It checks whether there are any hold requests in the Entity Derivation Pending status. The system considers those hold requests whose start date is earlier than or equal to batch business date. If there are is a hold request in the Entity Derivation Pending status, the batch derives the accounts for the hold request and then changes the status of the hold request from Entity Derivation Pending to Draft.

You can then add more accounts (if required) manually from the user interface. You can also edit or delete the accounts derived through the criteria from the hold request.