C1-MASSHOLD

This algorithm is invoked when the C1-HLDET batch is executed. If the massHoldSw field is set to Y for the hold request, this algorithm derives the filter criteria specified in the hold request. It then creates a dynamic SQL query to fetch the list of accounts or persons that meets the filter criteria depending on whether the entity level is set to Account or Person. The derived accounts or persons are then stored as the hold entities for the hold request in the C1_​HOLD_​REQ_​DTLS table. This algorithm sets the start date of all the hold entities to the system date and end date to null. Once the hold request is updated, it then sets the massHoldSw field of the hold request to N and changes the status of the hold request from Entity Derivation Pending to Draft.

Note:

The system sets the massHoldSw field to Y when the Use Selection Criteria option is selected while creating a hold request.

The filters are stored in the XML format in the BO_​DATA_​AREA column of the C1_​HOLD_​REQ table. If the entity level is set to Person, the filter values are stored within the <personFilter> and </personFilter> tags. However, if the entity level is set to Account, the filter values are stored within the <acctFilter> and </acctFilter>, <policyFilter> and </policyFilter>, <personFilter> and </personFilter>, or <indMembershipFilter> and </indMembershipFilter> tags, respectively, depending on the search option used in the hold request.

Once the status of the hold request is changed to Draft, you can modify the required details of the hold request expect the filter criteria. You can add more accounts (if required) manually from the user interface. You can also edit or delete the accounts derived through the filter criteria from the hold request.