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. | If the system finds a client folder, it 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") If the system does not find a client folder, it skips the row and adds an entry to the error log. | 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") 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" | If the client subfolder is found and there are multiple Reps on the client subfolder folder then "Rep code to process" is removed from the client subfolder and add entry in client subfolder Notes History (Rep removed: "Rep code to process") If the client folder is found and a single rep is on the client folder, an entry is made to the error log and the row is skipped. If the client folder is not found, an entry is made to the error log and the row is skipped. | If the client subfolder is found and there are multiple Reps on the client folder then 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") If the Account is empty, an entry is made to the error log and the row is skipped. If the client subfolder folder is found and a single Rep is on the client subfolder, an entry is made to the error log and the row is skipped. If the client subfolder is 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. | If client folder is found, 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") If the client folder is not found, an entry is made to the error log and the row is skipped. | If the client is found by account number, replace "Current Rep" on the client folder and client subfolder 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") When an update on the client subfolder is done, a check is run to determine if all client subfolders with account numbers within this client folder have a "Rep code to process" If yes, then "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") If the Account is empty, an entry is made to the error log and the row is skipped. If the client subfolder is not found, an entry is made to the error log and the row is skipped. |