components
This directory contains 56 workflows.
detect_first_middle_last_names
20240311: adjust first name length to 2 - eg. Li Yeow %%00013%%0001020240311: strip out double spaces from SuppliedName %%00013%%0001020240125: adopt […]
id_attachment_create local copy
Converts data from sections_workflow_docnote.data for ZC_P1__Details__c (ie. body of Xplan File Note).
ingest_client_matching
Match to existing accounts/policies (mark as review if client name is diff). Match to client name if policy cannot be found.
ingest_policy_matching
Match to existing accounts/policies (mark as review if client name is diff). Match to client name if policy cannot be found.
match_policies_w_sf
20240406: final build%%00013%%0001020240328dev: *MAJOR* component will now be depenedent upon the provision of recordtype.developername to facilitate the […]
pre_sfw_data_check
Provides summary of field quality and mapping to assist with identyifying anomalies before writing SF records