components
This directory contains 86 workflows.
HTMLToPDF
One click in HTML to PDF and go to Description tab to see more about this components. Two Clicks to open configuration tabs of the components, similar to […]
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
20240417: Macquarie update (multi rev type per row)%%00013%%0001020240406dev: final build (BT build) %%00013%%0001020240331dev: MAJOR - migrated from […]
match_policies_w_sf
20240423: add additional match condition (assume leading zeros have been removed).%%00013%%0001020240422: remove temp fields%%00013%%0001020240406: final […]
policy_management
20250105: removal of status as a criteria - is replaced by selecting the best ranked policy where duplicates exist.