Introduction: This guide provides an overview of Send Fax Directions domain and instructions on how to create new Send Fax Directions.
Table of Contents
Change Log:
Date | Changes |
|---|---|
June 2021 | Comprehensive documentation about the Send Fax Directions domain (634) |
Audience: Docupace Admins
Functionality: The Send Fax Directions domain allows firms to use multiple fax numbers per Vendor/Custodian.
Overview
Firms can use the following domains for completing the Fax-to-Fund action:
The Vendor/Custodian domain (can only use one fax number per Vendor/Custodian)
The Send Fax Directions domain (can use multiple fax numbers per Vendor/Custodian based on specific rules)
Note: By default, sites use the Vendor/Custodian domain. To use the Send Fax Directions domain instead, you must work with Professional Services.
Tip: The Send Fax Directions domain is the better option when using vendors that have multiple fax numbers for different regions, different types of business, etc.
How does the Send Fax Directions action work?
The Send Fax Directions action
When Work Items (WI) reach the Sponsor Custodian queue, the system fires the Send Fax Directions action. This causes the system to match the WI properties to the records in the Send Fax Directions domain (634). The system narrows down the matching records to a unique match by using applicable fields and priority. It only brings back Active records, ignoring records where Is Active is set to No.
More than one match: If the system finds more than one active match in the Send Fax Directions domain, the system matches the record with the highest priority.
No matches: The system will use the default fax number that is set for that sponsor/custodian in attribute lc116_r100901 (domain 116).
No fax number: The system will display a validation message explaining that the fax number could not be determined.
Priority
Priority determines which numbers the system will use if multiple criteria is true. For example, let us say three different WI reach the sponsor custodian queue. These WIs are as described in the table below.
The first WI is a change of address for a brokerage account. The system uses the Fax Number for
Change of Addressbecause it has a priority of50.The second WI is a change of address for an advisory account. The system uses the Fax Number for
Advisorybecause it has a priority of75.The third WI is a new advisory account. Since
100is the highest possible priority, the system uses the directions for new accounts.
Examples
Creating new Send Fax Directions
The Send Fax Directions domain allows you to create custom rules for Vendor/Custodian fax numbers. There Details section contains the three required fields.
Fax Number (A)
Vendor Custodian (C)
Priority (F)
The remaining sections are optional and each correspond with a Work Item property. These sections determine the types of Work Items that use the fax number. You can view step-by-step instructions by continuing past the screenshot.
Note: The Location columns in the step-by-step instructions correspond with the labels on the screenshot.
Filling out a new Send Fax Directions record