Document Management

Document tracking for input in Applications other than CUSTOMER

When a record is input in any application other than CUSTOMER, T24 would determine the required
mandatory documents.

o If Customer level documents are required to be tracked (Field CHECK.CUST.LEVEL is YES in

DOCUMENT.REQUIRED), T24 would display Override Messages for all Mandatory Customer
level documents with an Invalid STATUS or not already tracked. If the document is not already
tracked, T24 would create the document in CUST.DOCUMENT with STATUS=2. If the document
is not already tracked, but in unauthorized status due to input from a different application then
T24 would display an Error message.
o If Mandatory documents for Related Applications are required to be tracked, (Field
RELATED.APPLN in DOCUMENT.REQUIRED is not null), T24 would display Override
Messages for all such documents with an Invalid STATUS or not already tracked.
o T24 would display a Confirmation Message whether the Document has been received for
Contract Specific Mandatory documents for the current application, if they are not already
tracked or tracked with a STATUS of 2 (“Not Received”). Depending on the User response, T24
would appropriately create or update the data record for the tracked document in
TRANS.DOCUMENT.
o T24 would display Override Messages for Contract specific Mandatory documents for the
current application, already tracked with any Invalid STATUS other than 2
o T24 would display Override Messages for Non-Contract specific Mandatory documents for the
current application, with any Invalid STATUS.

The table below shows the document tracking process when a record is input in an application other
than CUSTOMER.

Document tracking for input in an application other than CUSTOMER

Mandatory Type of Status of Message by Update by

Required Document T24 and
Document T24
Documents response by
for User
Current Contract Not already tracked Confirmation Create record in
Application Specific Message and TRANS.DOCUMENT
with STATUS=1
LD (E.g. User
(Received)
Promissory response:
Note) YES
Confirmation Create record in
Message and TRANS.
User DOCUMENT with
response: STATUS=2
CANCEL or
NO (Not Received)

TEMENOS T24 User Guide Page 13 of 55