This section of the guide defines the logic that the system follows based on your choices.
Choice | Description | Client Logic | Account Logic |
|---|---|---|---|
Change Rep – Client Process Level | If you select this list, then the system will search for the client using "Client SSN" and "Current Rep." | N/A | N/A |
Change Rep – Account Process Level | If you select this list, the system will search for the account using “Account.” | N/A | N/A |
Add | When you write ADD in the Process Type column on the CSV file (prior to converting to an RCG) the system will add a rep code to a client folder and subfolder. | Client Folder 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") Client Folder Not Found: The system skips the row and adds an entry to the error log. | Account or Client Subfolder 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") Account or Client Subfolder Not Found: If the account or client subfolder are not found, an entry is made to the error log and the row is skipped. |
Remove | Allows the ability 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" | Client Folder Found and Contains Multiple Reps: "Rep code to process" is removed from the client subfolder and add entry in client subfolder Notes History (Rep removed: "Rep code to process") Client Folder Found, but Contains Only One Rep: an entry is made to the error log and the row is skipped. Client Folder Not Found: an entry is made to the error log and the row is skipped. | Client Subfolder Found and Contains Multiple Reps: 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") 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. Client Subfolder Not Found: an entry is made to the error log and the row is skipped. |
Replace | Allows the ability to replace (change) a rep code from a client folder and/or subfolder. Designate REPLACE in the Process Type column on the CSV file prior to converting to an RCG. | Client Folder 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") Client Folder Not Found: an entry is made to the error log and the row is skipped. | Client Found with Matching Account Number: 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") Client Subfolder is Updated: 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" All Subfolders Have “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") Account is Empty: the system makes an entry in the error log and the row is skipped. Client Subfolder Not Found: the system makes an entry in the error log and the row is skipped. |