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Overview: This section of the guide |
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explains the logic that the system follows based on your choices. |
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Choice
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Description
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Client Logic
You can either Add, Remove, or Replace the Rep that is assigned to the Client. The sections 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
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your entries into the Client SSN
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N/A
Change Rep – Account Process Level
If you select this list, the system will search for the account using
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N/A
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N/A
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Add
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your entry into the Account column.
Add
This keyword tells the system to add a rep code to a client folder and subfolder.
| Rw ui tabs macro |
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Client Folder Found: | Client Folder Not Found: |
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The system adds in the |
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Rep code to process you entered into the .RCG file. The system records this change by adding an entry to the Client Folder Notes History |
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| The system skips the row and adds an entry to the error log. |
Account or Client Subfolder Found: | Account or Client Subfolder Not Found: |
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If the account and client subfolder is found, the |
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Rep Code to process is added to the client folder and subfolder and an entry is added to the client folder and subfolder Notes History |
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| The system skips the row and adds an entry to the error log |
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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 |
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Client Folder Found and Contains Multiple Reps: |
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| Client Folder Found, but Contains Only One Rep: | Client Folder Not Found: |
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The Rep code to process |
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is removed from the client subfolder and add entry in client subfolder Notes History |
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| The system skips the row and adds an entry to the error log |
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Client Folder Not Found: an entry is made to the error log and the row is skipped.
Client Subfolder Found and Contains Multiple Reps: | Account is Empty: | Client Subfolder is Found, but Contains Only One Rep: | Client Subfolder Not Found: |
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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 |
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Account is Empty: an entry is made to the error log and the row is skipped.
Client Subfolder is Found, but Contains Only One Rep: an entry is made to the error log and the row is skipped.
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| The system skips the row and adds an entry to the error log |
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system to replace (change) a rep code from a client folder and/or subfolder.
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| Rw ui tabs macro |
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Client Folder Found: | Client Folder Not Found: |
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The system will replace |
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assigned to the client folder and all client subfolders with the value from |
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and an entry is added to the client and subfolder folder Notes History |
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| The system makes an entry in the error log and the row is skipped. |
Client Found with Matching Account Number: | Client Subfolder is Updated: | All Subfolders Have “Rep Code to Process”: | Account is Empty: | Client Subfolder Not Found: |
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The system will replace |
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in the Client Folder and Client Subfolder with the value from |
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the Rep code to process column. |
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The system then adds an entry to the Client Folder and Subfolder Notes History |
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| The system runs a check to determine if all client subfolders with account numbers within the corresponding client folder have a |
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on the client subfolders without account numbers is replaced (e.g. General subfolder) with the value from |
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column and an entry is added to the client folder Notes History |
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Account is Empty: the system makes an entry in the error log and the row is skipped.
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| The system makes an entry in the error log and the row is skipped. |
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