To add a case creation rule to an allocations list

A generic case classification can be mapped to either prescribed or custom rules defined within an allocations list, each structured around key events within the application lifecycle, and therefore steering the point at which new case files are automatically created as a consequence of the milestone having being reached.

The procedure to add a case creation rule to an allocations list is as follows:

1. Navigate to Quick Menu > Allocations > Configuration >  Allocation List. The Allocation List window is displayed.
2. Select an allocations list from the alphabetically sorted entries or type its name into the Search Allocation Lists field. By default the entries are filtered to show Current allocation lists. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
3. Click on Case Creation Rules. The Case Creation Rules tab is activated.
4. Click on New Case Creation Rule. The Case Creation Rule window is displayed.
5. Enter a Description for the new case creation rule into the field provided 2.
6. Using the Companies drop-down field, multi-select all companies relevant to the operating boundaries of this case creation rule, or choose the All option, as required 1.
7. Using the Trigger drop-down field, select a specific milestone within an application's journey that will initiate a generic case file i.e. Application Added to List, Full Offer Created, Invitation to View Created, Nomination Offer Created, Pre-Offer Created or Rule.
8. Where Rule is selected, define one or more conditions that must be satisfied before a generic case is triggered - click on Statement Builder to compile the logical expressions using application form questions or related components. This requisite step mirrors functionality covered separately in the topic Understanding the advanced statement builder, noting that the Add Function and Add Field actions are automatically aligned to those elements and question sets matching the associated application instance.
9. Using the Generic case type drop-down field, select the classification of case that will be launched as a consequence of the application milestone being triggered.
10. To prevent a further case file from being created when the same trigger point is reassigned to the application, activate the Do not repeat tick box provided.
11. To prevent a new case from being generated whilst an existing record is set to the progression status Open or On Hold, activate the Do not duplicate tick box provided.
12. Choose an Effective from date for this case creation rule i.e. the date on which it came into effect for the allocations list 3.
13. Choose an Effective to date if the case creation rule is to be reviewed on a specific date, or to capture a change of circumstances; a blank field means the application milestone trigger will be continually valid.
14. Click on Confirm. The new entry is displayed in the Case Creation Rules summary table.
15. Repeat steps 4 through 14 to define further case creation rules for the allocations list.
16. Click on Save.

Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is deselected.

Note

1 The Search Allocation Lists field will match against any element of the allocations list description.

2 System validation checks ensure that the description entered for each new case creation rule is unique for the allocations list within the same effective period.

3 The Effective from date defaults to the current system date and cannot be left blank.

See related topics...

Allocations list maintenance overview

To create a new allocations list

Understanding the advanced statement builder