Simplified Partner Lifecycle Overview
Initial
Create Partner Create Partner (Request)
application
workflow
Processing by Data Stewards Approval by CCU Notifications
workflow
[approved] [No deletion / archiving flag set] Ext: Active / Inactive / unused [free]
[rejected & deletion requested]
Ext: Initial Int: Delete Requested
Partner Lifecycle Overview
Update Partner Update Partner (Request)
Delete Partner
[restricted] [core]
Delete Partner (Execution)
Processing by Data Stewards Notifications Approval by CCU
[Deletion / Archiving Flag set]
Ext: to be deleted not in scope
Archive Partner Archive Partner (Execution)
Partner Lifecycle Overview
External Status (business, visible for users)
Internal Status (technical, controlling the workflow)
only automatically via approval Initial Active
Must be requested by the user
[Press "New"]
[Press "Edit"]
Create Requested
Update Requested
[Press "Reject"] Active Deleted Inactive To be Deleted [Press "Approve"] Unused really deleted from the system (no status) Must be requested by the user Approved Rejected
[Press "Reject"] Rejected [Press "Approve"]
Approved
External Status
External Status
Internal Status
Inactive
Approved [Press "Edit"]
All internal status are set via programming and cannot requested by users
Active
To be Deleted
Unused
Update Requested
Must be requested by the user To be Deleted Ununsed Delete Requested [Press "Delete Requested" & External = Initial]
Rejected [Press "Edit" & External = Initial] Create Requested
[Press "Edit" & External <> Initial] Active To be Deleted Update Requested
Inactive
Internal Status
Standard User
External status: "Initial" View: Standard Screen (with "new" Partner behaviour)
Data Steward / Business Service Team
External status: "Initial" View: Standard Screen (with "new" Partner behaviour) External status: "Initial"
CCU
View: Standard Screen (with "new" Partner behaviour)
Create new partner (enter core, restricted and free data)
Create new partner (enter core, restricted and free data)
Create new partner (enter core, restricted and free data)
Cancel
Submit
Cancel
Submit
Cancel
Submit
No status change
Int: Create Requested Ext: Initial
No status change
Int: Create Requested Ext: Initial
No status change
Int: Create Requested Ext: Initial
Discard all data
Save entered values: - Free: Current - Core: Shadow - Restricted: Log Save technical fields
Discard all data
Save entered values: - Free: Current - Core: Shadow - Restricted: Current Save technical fields
Discard all data
Remember last CCU core data changer
Close New Partner mode
Create workitem for CCU
Close New Partner mode
Create workitem for CCU
Close New Partner mode
Save entered values: - Free: Current - Core: Shadow - Restricted: Current Save technical fields
Create New Partner - Request
Create workitem for another CCU Receiver Determination: CCU Team excluding the requester (4-eyes-principle)
Fire Event - Start a new CCU Approval Process
Fire Event - Start a new CCU Approval Process
Close New Partner mode
Fire Event - Start a new CCU Approval Process
Documentation: External status -> Core fields Internal status -> technical fields Workflow relevant flags -> technical fields Current -> write direct into the active partner instance Shadow -> write into the shadow tables (no impact on active partner inst ance) Log -> write into a separated log table, which appending on the active partner instance
Create New Partner - Request
Close New Partner mode
Close New Partner mode
Standard User
Edit on core data is only possible if there is not already a shadow entry (existing CCU Approval WF running) No workitem reference known
Data Steward / Business Service Team
Edit on core data is only possible if there is not already a shadow entry (existing CCU Approval WF running) No workitem reference known Edit on core data is everytime possible Update Partner (enter core, restricted and/or free data) Button names can be different: - Save - Submit View: Standard Screen
CCU
No workitem reference known
Update Partner (enter core, restricted and/or free data) Button names can be different: - Save - Submit
Update Partner (enter core, restricted and/or free data) Button names can be different: - Save - Submit
View: Standard Screen
View: Standard Screen
Cancel
New
Save
Cancel
New
Save
Cancel
New
Save
No status change
Is not possible due to view configuration
No status change
[free data changed]
No status change
Is not possible due to view configuration
No status change
[free data changed]
No status change
Is not possible due to view configuration
No status change
[free data changed]
Discard all changes
Save entered values: - Free: Current
[free data not changed] Discard all changes
Save entered values: - Free: Current
[free data not changed] Discard all changes
Save entered values: - Free: Current
[free data not changed]
Close Edit Partner mode
Int: Update Requested Ext: no change
[core data changed]
Close Edit Partner mode
Int: Update Requested Ext: no change
[core data changed]
Close Edit Partner mode
Int: Update Requested Ext: no change
[core data changed]
Update Partner - Request
[core data not changed]
[core data not changed]
Create workitem for CCU
Create workitem for CCU
Receiver Determination: CCU Team excluding the requester (4-eyes-principle) [restricted data changed]
Save entered values: - Core: Shadow Save technical fields
[core data not changed]
Fire Event - Start a new CCU Approval Process
No status change
[restricted data changed]
No status change
Create workitem for CCU
Save entered values: - Restricted: Log
[restricted data not changed]
Fire Event - Start a new CCU Approval Process
Save entered values: - Restricted: Current
[restricted data not changed]
Fire Event - Start a new CCU Approval Process
No status change
[restricted data changed]
Create workitem for the Business Service Team
Save entered values: - Restricted: Current Save technical fields Close Edit Partner mode Close Edit Partner mode
[restricted data not changed]
Fire Event - Start a new Data Steward Approval Process
Close Edit Partner mode
Update Partner - Request
Save entered values: - Core: Shadow Save technical fields
Save entered values: - Core: Shadow Save technical fields
Remember last CCU core data changer
Create / Update Partner - Approval of core fields by CCU
Prerequisites: - Shadow data exits - Status is "Update Requested" or "Create Requested" There can only be one CCU workflow item per partner. Only the CCU team can open this workitems. Exception: exclude the last core data changer from approval Open workitem View: Split Screen [remember workitem] Open Partner [No core data has been changed and the current CCU Agent does not equals the last CCU core data changer] workitem reference known internal status: not Rejected
View: work list
[No core data has been changed and the current CCU Agent does not equals the last CCU core data changer]
Verify and possibly modify data Button names can be different: - Save - Save & Submit
Reject
Reassign
Cancel
Approve [Create & Update]
Save [Create & Update]
New
Cancel [Create & Update]
[Create]
[Update]
Is not possible due to view configuration (there is only one CCU team)
Unlock partner and close the workitem
Int: Approved Ext: Active
No status change
Is not possible due to view configuration
No status change
Int: Rejected Ext: Initial
Int: Rejected Ext: no changes
[Modified core data by CCU]
Remember last CCU core data changer
Create / Update Partner - Approval of core fields by CCU
Save technical fields
Move core values from shadow to current Save technical fields
Save modified values: - Free: Current - Core: Shadow - Restricted: Current Save technical fields
Discard changes
Create workitem for requester
Create notification for requester
Close Partner and return to workitem
Set CCU workitem to Completed
[Requester <> Owner] [Requester = Owner]
Create notification for owner Close the workitem
Check the log
[Create and restricted data has been entered/adjusted by normal users] [Update or restricted data has been entered / adjusted by CCU or Data Steward]
The CCU Approval workflow is not finished yet The workflow ends if the status is not "initial" anymore and either - Approved or - to be deleted Therefore follow the purple process path.
Create workitem for Business Service Team
Fire Event - Start a new Data Steward Approval Process Set CCU workitem to Completed
Close the workitem
Create / Update Partner - Approval of core fields by CCU
Clear last CCU core data changer
Clear last CCU core data changer
[No modified core data by CCU]
Create / Update Partner - Processing of restricted fields by Data Stewards / Business Service Team
External status: everything but initial The core data is always released before.
View: work list
Open workitem View: Standard Screen
[remember workitem] Open Partner
workitem reference known Internal Status: not relevant
Read requested restricted values
Verify and possibly modify data Reassign Complete Cancel
Is not possible
Enter comment for response
Close the workitem
Save Create workitem for requester
Only possible if no shadow exists
New
Cancel
Create / Update Partner - Processing of restricted fields by Data Stewards / Business Service Team
Set Data Steward workitem to Completed No status change Close the workitem
[No modified core data by data stewards]
[Modified core data by data stewards] Is not possible due to view configuration
No status change
Int: Update Requested Ext: no changes
Save modified values: - Free: Current - Restricted: Current
Save modified values: - Free: Current - Core: Shadow - Restricted: Current Save technical fields
Fire Event - Start a new CCU Approval Process
Discard changes
Create workitem for CCU
Close Partner and return to workitem
Create / Update Partner - Processing of restricted fields by Data Stewards / Business Service Team
Changes to core fields approved by CCU
Requester <> Owner View: work list Requester = Owner
Changes to core fields rejected by CCU
Internal Status: Rejected workitem reference known Internal status: Rejected Open workitem View: Split Screen (only possible for requester)
Changes saved for restricted fields by Data Steward
View: work list
View: work list Open workitem
Taking note of the rejection Check for exiting references of the partner object [Create] [Update] Open workitem [remember workitem] Open Partner Taking note of the new data [optional] Reassign Adjust data Open Partner Int: Delete Requested Ext: initial Int: Approved Ext: no change Resubmit Cancel Is not allowed Verifying changes Create workflowitem (delete request) for Administrator team Create workitem for CCU
View: Standard Screen Taking note of the approval [optional]
View: Standard Screen
Delete Partner
Discard changes
Open Partner
Create / Update Client Partner - Notification to requester/owner
Verifying changes
Close the workitem
Save
Cancel Close Partner
Close Partner
Close & Complete the workitem
Fire Event - Start a new Request Deletion Process -> own Administrator team
Reset Shadow Fields
Set workitem to Completed [Create] Close the workitem
[core data changed]
No status change
Close & Complete the workitem
[Update]
Complete & Back
Set workitem to Completed
Int: Create Requested Ext: initial Remember last CCU core data changer [CCU]
Int: Update Requested Ext: no change Discard all changes
Complete & Back
Close the workitem
[not CCU]
[core data not changed]
Save entered values: - Core: Shadow Save technical fields
Save entered values: - Core: Shadow Save technical fields
now the CCU approval workflow is finished
Save entered values: - Restricted: Log
[normal user]
No status change [CCU or DS]
[restricted data changed]
[restricted data not changed] Save entered values: - Restricted: Current
Create workitem for the Business Service Team
Save entered values: - Free: Current
Close Partner and return to workitem
Create / Update Client Partner - Notification to requester/owner
Delete Client Partner Create Request - Execution by Administrator team
View: work list Open workitem
Taking note of the deletion request
View: Standard Screen
Open Partner manual process Delete Partner
Cancel & Close the workitem Verify Partner
Verify & delete Partner
Close Partner and return to workitem
Delete Client Partner Create Request - Execution
no references exists (no documents or receipts)
Delete Client Partner Create Request - Execution
Close & Complete the workitem
