This application will add Notes and Warning Flags to Accounts, Persons and Organizations in DNA. To accomplish this, the user must supply data files identifying the details of what needs to be added to which Accounts and / or Persons / Organizations. Configuration options allow for individual tailoring of the Notes that are added and for specifying Note and Warning Flag expiration dates.
This custom application consist of one SQT that will read two file and create Notes and Warning flags and add them to all members or accounts. One of the file will contain a generic Text that will used to create the notes text and the other file will contain the entity number for which the notes/warning need to be created. If any entity specific text is provided in the file it will be concatenated to the generic text provided in the first file.
The Warning flag is called “Alerts/Notifications” (Code = ‘8ANT’), and the Note Class is called “Alerts/Notifications” (code = ‘8ANT’). Two note sub–classes will be created as well, and associated with the “Alerts/Notifications” Class. One will be titled “Alert Details’ (Code = ‘8ANT’) (‘A’ in the runtime parameter “SubClassType”), one titled “Notification Details” (Code = 8NTD’) (‘N’ in the runtime parameter “Sub-Class Type”).
The institution will create two files for use with this application.
The text file will contain the wording to be inserted in the note for all individuals included in this batch run. It will be stored as a .txt file.
Record Input File (.csv file - comma delimited): This file will contain the information on the persons/accounts that will have the Warning Flags and Notes added to them. It also includes any specific text to be appended to the generic text of the Note(this will typically be an account number, or something specific to the person/organization. The file will be csv comma delimited format.
When this application is run, it will place a note (and warning flag if the parameter is set ) on:
Account number 23398887: Account has been flagged for maintenance. See checking account for details:
545555901 also refer to Branch Manager
Person number 33495583 Account has been flagged for maintenance. See checking account for details:
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