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Process Type Keywords

This section of the guide defines the logic that the system follows based on your choices. You can either Add, Remove, or Replace. The section below describes what happens when you use each keyword in the Process Type column on the CSV file (prior to converting to an RCG). The logic the system follows depends on whether you selected Client or Account as the process level. Click the tabs to switch between the two process levels.

Change Rep – Client Process Level

If you select this list, then the system will search for the client using "Client SSN" and "Current Rep."

Change Rep – Account Process Level

If you select this list, the system will search for the account using “Account.”

Add

This keyword tells the system to add a rep code to a client folder and subfolder.

Rw ui tabs macro
Rw tab
title"Client" Logic

Client Folder Found:

Client Folder Not Found:

The system adds in the rep code you entered into the .RCG file. The system records this change by adding an entry to the Client Folder Notes History. (Rep Added: "Rep code to process")

The system skips the row and adds an entry to the error log.

Rw tab
title"Account" Logic

Account or Client Subfolder Found:

Account or Client Subfolder Not Found:

If the account and client subfolder is found, the rep code is added to the client folder and subfolder and an entry is added to the client folder and subfolder Notes History. (Rep Added: "Rep code to process")

The system skips the row and adds an entry to the error log.

Remove

This keyword tells the system to remove a rep code from a client folder and subfolder. Designate REMOVE in the Process Type column on the CSV file prior to converting to an RCG. The system searches for a client subfolder with "Rep code to process"

Rw ui tabs macro
Rw tab
title"Client" Logic

Client Folder Found and Contains Multiple Reps:

Client Folder Found, but Contains Only One Rep:

Client Folder Not Found:

"Rep code to process" is removed from the client subfolder and add entry in client subfolder Notes History (Rep removed: "Rep code to process")

The system skips the row and adds an entry to the error log.

Rw tab
title"Account" Logic

Client Subfolder Found and Contains Multiple Reps:

Account is Empty:

Client Subfolder is Found, but Contains Only One Rep:

Client Subfolder Not Found:

the "Rep code to process" is removed from the client subfolder and from the client folder and an entry is added in the client folder and subfolder Notes History (Rep removed: "Rep code to process")

The system skips the row and adds an entry to the error log.

Replace

This keyword tells the system to replace (change) a rep code from a client folder and/or subfolder.

Rw ui tabs macro
Rw tab
title"Client" Logic

Client Folder Found:

Client Folder Not Found:

The system will replace "Current Rep" on the client folder and all client subfolders with the value from "Rep code to process" and an entry is added to the client and subfolder folder Notes History (Rep change - from Rep: "Current Rep" to Rep: "Rep code to process")

The system makes an entry in the error log and the row is skipped.

Rw tab
title"Account" Logic

Client Found with Matching Account Number:

Client Subfolder is Updated:

All Subfolders Have “Rep Code to Process”:

Account is Empty:

Client Subfolder Not Found:

The system will replace "Current Rep" in the Client Folder and Client Subfolder with the value from "Rep code to process.” The system then adds an entry to the Client Folder and Subfolder Notes History (Rep change - from Rep: "Current Rep" to Rep: "Rep code to process")

The system runs a check to determine if all client subfolders with account numbers within the corresponding client folder have a "Rep code to process"

Current Rep" on the client subfolders without account numbers is replaced (e.g. General subfolder) with the value from "Rep code to process" and an entry is added to the client folder Notes History (Rep change - from Rep: "Current Rep" to Rep: "Rep code to process")

the The system makes an entry in the error log and the row is skipped.