Financial Inclusion/Accelerator

Task Management
User Guide

Information in this document is subject to change

without notice.
No part of this document may be reproduced or
transmitted in any form or by any means, for any
purpose, without the express written permission
of TEMENOS HEADQUARTERS SA.
© 2022 Temenos Headquarters SA -
all rights reserved.
Table of Contents
Document History .................................................................................................................................................................................. 3
Introduction ............................................................................................................................................................................................. 4
Document Purpose ........................................................................................................................................................................... 4
Assumptions........................................................................................................................................................................................ 4
Exclusions ............................................................................................................................................................................................ 4
References ........................................................................................................................................................................................... 4
Task Management: Operations .......................................................................................................................................................... 5
Overview .............................................................................................................................................................................................. 5
Dashboard ........................................................................................................................................................................................... 5
My Tasks Menu .............................................................................................................................................................................. 6
Pending Tasks ................................................................................................................................................................................ 6
Task Record .................................................................................................................................................................................... 6
Overdue Tasks ............................................................................................................................................................................... 7
Tasks Due in 3 Days ..................................................................................................................................................................... 8
Tasks for Later ................................................................................................................................................................................ 8
Task Reassign/Add Note ............................................................................................................................................................. 9
Notifications ................................................................................................................................................................................ 12
Notification Record ................................................................................................................................................................... 12
Notifications ................................................................................................................................................................................ 12
Notification View ........................................................................................................................................................................ 13
Completed Tasks........................................................................................................................................................................ 14
My Tasks Delegates ................................................................................................................................................................... 14
New To-Do Task ......................................................................................................................................................................... 15
Own Tasks......................................................................................................................................................................................... 17
Individual Tasks Menu .............................................................................................................................................................. 17
My Individual Tasks ................................................................................................................................................................... 18
My Individual Notifications ..................................................................................................................................................... 19
Task Processing Service ..................................................................................................................................................................... 20
Task Management: Configuration ................................................................................................................................................... 21
Overview ........................................................................................................................................................................................... 21
Business Events .......................................................................................................................................................................... 21
Version Events ............................................................................................................................................................................ 21
Process Workflow Events ......................................................................................................................................................... 22
Task Parameterization ........................................................................................................................................................................ 22
Task Parameters Menu ................................................................................................................................................................. 22

Information in this document is subject to change without notice.

No part of this document may be reproduced or transmitted in any form or by any means,
for any purpose, without the express written permission of TEMENOS HEADQUARTERS SA.

© 2018 Temenos Headquarters SA - all rights reserved.

Task Management

Task Templates ............................................................................................................................................................................... 23

Task Template ................................................................................................................................................................................. 24
Action Commands & Mappings .................................................................................................................................................. 26
Task Events .................................................................................................................................................................................. 27
Task Event .................................................................................................................................................................................... 28
DAO Subscriptions..................................................................................................................................................................... 30
Event Subscription ..................................................................................................................................................................... 31
Default DAO Subscriptions ..................................................................................................................................................... 32
DAO Task Delegates ................................................................................................................................................................. 33
DAO Task Delegate Setup ....................................................................................................................................................... 34
Default Task Delegates ............................................................................................................................................................ 35
Authorise Task Delegates ........................................................................................................................................................ 36
Archival Parameters .................................................................................................................................................................. 37
Department ................................................................................................................................................................................. 38
Department Setup ..................................................................................................................................................................... 38
Task Management: Customization ................................................................................................................................................. 39
New Event Creation ....................................................................................................................................................................... 39
Business Event ............................................................................................................................................................................ 39
Version Event .............................................................................................................................................................................. 39
Process Workflow Event .......................................................................................................................................................... 40
Multi-Company Consideration ................................................................................................................................................... 40
Task Management API .................................................................................................................................................................. 41
Task Creation .............................................................................................................................................................................. 41
Task Action .................................................................................................................................................................................. 41
Notes ........................................................................................................................................................................................................ 43

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Document History

Author Version Date

Lukasz Czechowicz 1.0 21st January 2016

Lynn Petersen 1.1 25th January 2016

Lukasz Czechowicz 1.2 27th January 2016

Lukasz Czechowicz 1.3 28th September 2016

Tomasz Kolbusz 1.4 26th April 2019

Lukasz Czechowicz 1.5 9th November 2020

Isa Omba 1.6 10th October 2022

Comments:

10th October 2022 – updated with new corporate branding

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Introduction
Document Purpose
This document provides an overview of the Task Management functionality and describes how the functionality
can be configured to meet specific business requirements. It is aimed at business users that will work with the
system and implementation teams that will configure it.

Assumptions
It is assumed that the reader of this guide is proficient in the Temenos Core Banking system, worked with the
Browser channel application and understands the structure and navigation of the Financial Inclusion (FI) Role
Based Home Pages. For configuring the functionality, it is assumed that the reader has prior implementation
experience and understands the technical concepts of the Temenos Core Banking system.

Exclusions
None.

References
FI Role Based Home Pages user guide.

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Task Management: Operations

Overview
The Task Management functionality supports day to day operations in FI and aims at improving the overall users’
efficiency in managing their usual activities. It does so by providing a user with a dashboard presenting the pending
tasks, assigned individually or to a group, allowing the user(s) to action on the tasks directly without the need of
searching the different menus, enquiries, queues, exception lists, etc., available in the other areas of the system.
The Task Management functionality also automatically tracks execution of the tasks, marking them as complete
as the user finishes the associated activities.
The following are the main features of the Task Management functionality.
1 Automatic creation of tasks based on events occurring in the system.
2 Manual creation of to-do tasks.
3 Context-driven task execution, based on a task template.
4 Organization of tasks based on due date and priority.
5 Automatic delegation of tasks to other user(s) (to a group, or another individual).
6 Manual reassignments of tasks to other user(s) (to a group, or another individual).
7 Creation of basic workflows.
8 Option to add free-text notes to tasks.
9 Notifications on important events occurring in the system.
10 Ability to view completed tasks and management reporting on users’ productivity.

Dashboard
Task Management dashboard is the starting point of all the Role Based Home Pages and aims to be the central
place of interacting with FI.
On the entry screen, the dashboard presents all the pending tasks assigned to the currently logged-in user, in due
date/priority order, and allows direct and immediate execution of the tasks’ associated activities. A sample view of
the dashboard is presented below.

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My Tasks Menu
The dashboard’s My Tasks menu exposes the most important features of the Task Management functionality –
the features required in day-to-day operation. This menu specifically excludes configuration options, covered later
in the relevant sections of this user guide.

Each of the menu items is explained in more detail in the following paragraphs.

Pending Tasks
The Pending Tasks menu item opens a page presenting all the pending tasks assigned to the current user. The
page is divided into three sections to visually support the user in acting on the most urgent and important tasks
first.
Before explaining this page in more detail, let us look at what information is stored on the task record.

Task Record
Each task has a short title, descriptive details, creation date/user, due date, and priority. The due date and priority
drive ordering of the tasks.
The available priorities are:

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11 High – indicated by red icon

12 Medium – indicated by orange icon

13 Low – indicated by green icon

Each task has a status, and the following three statuses are possible:
14 Pending – the task is waiting for an action.
15 Complete – action was taken on the task and the task is complete.
16 Cancelled – no action was required, and the task is cancelled.
Each task has an owner (or an assignee) – the user responsible for actioning on the task. It is important to note
that a task may be assigned to more than one user or a group of users, so the same task may also appear on the
Pending Tasks page for someone else. The first user that acted on the task would mark it as complete, and the
task would disappear from the other users’ lists automatically.
A task can be linked to an account officer, a group, a customer, an application/contract (which can be a customer
number, an account number, etc.), and/or a transaction reference. This allows easier searching for tasks and
supports automatic tasks completion, if the task action was executed not from the task list, but from some other
area of the system.
A task can also include a free-text note, to hold additional important information to the user. Tasks with notes are
indicated by icon appearing beside the task title.
Now let us look at the subsequent Pending Tasks page sections.

Overdue Tasks
The Overdue Tasks section presents tasks that have passed due date, in priority order.

The following columns are included in this list.

Column Description

Task ID The task record ID

Priority Icon indicating the task priority ( High, Medium, Low)

Due On The task due date

Has notes? Icon indicating if the task has notes ( )

Title The task title

Created By The user who created the task.

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Officer The name of the account officer linked to the task.

Group / Customer The ID and name of the group and/or the customer linked to the task.

Linked To The ID of the contract linked to the task.

Action List of actions available on the task.

The three drill-down options displayed beside each task trigger the following activities:

Option Description

Executes the action listed in the Action column. This option can open
Execute different applications available in the system. The list of actions to
execute varies for different task types and is driven by a task template.
The task template concept is explained in more detail later in this
document.

Opens Task Reassign/Add Note screen where user can edit some of the
Reassign
task parameters: priority, due date, status, assignees and notes. This
screen is explained in more detail later in this document.

View Opens Task View screen where user can view the task details.

Tasks Due in 3 Days

The Tasks Due in 3 Days section presents tasks for which due date falls within the next three days.

The structure of the list and available drilldown options are the same as in the Overdue Tasks section.

Tasks for Later

The Tasks for Later section presents tasks for which due date is after the next three days.

The structure of the list and available drilldown options are the same as in the Overdue Tasks section.

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Task Reassign/Add Note

The Reassign drill-down option, available on the pending tasks enquiries, opens the following screen, where
some of the task parameters can be edited.

The following fields are available on this application:

Field Description

Task Title The task title.

Task Details The task details.

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Priority Priority of the task.

Created On The task creation date.

Created By The user who created the task.

Date Due Due date for the task.

Status The task status.

Department The department responsible for processing the task.

ASSIGNEES TAB

Reassign To User The user this task should be reassign to.

Reassign To Group The user’s group this task should be reassign to.

Assigned To The task assignee(s).

NOTES TAB

Add Note Text field to add a user note to the task.

LINKS TAB

Link to Group The group this task should be linked to.

Link to Customer The customer this task should be linked to.

Link to Contract The contract this task should be linked to.

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The View drill-down option, available on the pending tasks enquiries, opens the following screen, where the
task details can be seen.

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Notifications
The Notifications menu item opens a page presenting notifications generated by the system.
Before explaining this page in more detail, let us look at what information is stored on the task record.

Notification Record
Each notification has a short title, descriptive details, and creation date/user.
Each notification has an owner (or an assignee) – the user to whom the notification is sent. It is important to note
that a notification may be assigned to more than one user, so it may appear on the other user’s notifications list
as well.
A notification can be linked to an account officer, a group, a customer, an application/contract (which can be a
customer number, an account number, etc.), and/or a transaction reference. This allows easier searching for
notifications.

Notifications
The Notifications section presents notifications raised by the system for the current user, in the creation date
order.

The following columns are included in this list.

Column Description

ID The notification record ID.

Title The notification title

Details The notification details.

Date Created The date when the notification was created.

Company The company where the notification originated.

Officer The name of the account officer linked to the notification.

Raised By The user that caused creation of the notification.

Group / Customer The ID and name of the group and/or the customer linked to the
notification.

Linked To The ID of the contract linked to the notification.

Action List of actions available on the notification.

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The two drill-down options displayed beside each notification trigger the following activities:

Option Description

Executes the action listed in the Action column. This option can open
Execute different applications available in the system. The list of actions to
execute varies for different notification types and is driven by a task
template. The task template concept is explained in more detail later in
this document.

View Opens Task View screen where user can view the task details.

Notification View
The View drill-down option, available on the notification list, opens the following screen, where the notification
details can be seen.

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Completed Tasks
The Completed Tasks menu items opens up a page presenting tasks completed by the current user, in the
descending completion date order.

The following columns are included in this list.

Column Description

Task ID The task record ID.

Completed On The task completion date.

Title The task title

Type The task type (TASK – for system-generated tasks, TODO – for to-do
tasks)

Officer The name of the account officer linked to the task.

Group / Customer The ID and name of the group and/or the customer linked to the task.

Linked To The ID of the contract linked to the task.

Action List of actions available on the task.

The two drill-down options displayed beside each task trigger the following activities:

Option Description

Executes the View Completed Transaction action, which shows the view
Execute of the transaction that completed the task.

View Opens Task View screen where user can view the task details.

My Tasks Delegates
The My Tasks Delegates menu item points to the application allowing the user to delegate specific VERSION or
ACTIVITY tasks to other user(s) or user groups. Delegation of tasks supports creation of simple workflows and
encourages teamwork. For example, user Harry may delegate authorisation of all customer records

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created/updated by him to user Sally – creating a basic two-step authorisation workflow. On the back of Sally’s
authorisation, another task could be created – for example, account opening task – building more sophisticated
workflow.
The application used to delegate tasks to other groups/users is presented below.

The following details can be edited on this screen:

Field Description

Task Template The task template for which delegates are setup. More information on
the task templates is provided later in this document.

Delegate to Group The user group(s) to which the tasks created on the above template
would be delegated.

Delegate to User The user(s) to which the tasks created on the above template would be
delegated.

Use PW Participant Only applicable to process workflow driven tasks. If set to YES, the
system would look at the workflow activity participants and delegate
the task to them, rather than to a specific group/user.

New To-Do Task

The New To-Do Task menu item opens the application for creating to-do tasks. These are the tasks created
manually by users, to assign some activity to another user, or create a reminder for own use.
The application for new to-do task input is presented below.

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The following fields are available on this application:

Field Description

Task Template The task template for creation of the new to-do task. More information
on the task templates is provided later in this document.

Task Title The task title, defaulted from the task template.

Task Details The task details, defaulted from the task template.

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Priority Priority of the task.

Created On The task creation date. Defaulted by the system with today’s date.

Created By The user who created the task. Defaulted by the system with the current
user.

Date Due Due date for the task.

Status The task status. Defaulted to Pending.

Assigned To The task assignee(s). Defaulted to the current user and can be updated.

Department The department responsible for processing the task.

Links Tab

Link to Group The group this task should be linked to.

Link to Customer The customer this task should be linked to.

Link to Contract The contract this task should be linked to.

Notes Tab

Add Note Text field to add a user note to the task.

Own Tasks
The “Own Tasks” section of the task management dashboard presents tasks and notifications that are individually
assigned to the currently logged in user.

Individual Tasks Menu

Each of the menu items is explained in more detail in the following paragraphs.

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My Individual Tasks
The My individual Tasks section presents tasks assigned to the currently logged in user.

The following columns are included in this list.

Column Description

Task ID The task record ID

Priority Icon indicating the task priority ( High, Medium, Low)

Due On The task due date

Has notes? Icon indicating if the task has notes ( )

Title The task title

Created By The user who created the task.

Officer The name of the account officer linked to the task.

Group / Customer The ID and name of the group and/or the customer linked to the task.

Linked To The ID of the contract linked to the task.

Action List of actions available on the task.

The three drill-down options displayed beside each task trigger the following activities:

Option Description

Executes the action listed in the Action column. This option can open
Execute different applications available in the system. The list of actions to
execute varies for different task types and is driven by a task template.
This screen is explained in more detail earlier in this document.

Opens Task Reassign/Add Note screen where user can edit some of the
Reassign
task parameters: priority, due date, status, assignees and notes. This
screen is explained in more detail earlier in this document.

View Opens Task View screen where user can view the task details.

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My Individual Notifications
The My Individual Notifications section presents notifications assigned to the currently logged in user.

The following columns are included in this list.

Column Description

ID The notification record ID.

Title The notification title

Details The notification details.

Date Created The date when the notification was created.

Company The company where the notification originated.

Officer The name of the account officer linked to the notification.

Raised By The user that caused creation of the notification.

Group / Customer The ID and name of the group and/or the customer linked to the
notification.

Linked To The ID of the contract linked to the notification.

Action List of actions available on the notification.

The two drill-down options displayed beside each notification trigger the following activities:

Option Description

Executes the action listed in the Action column. This option can open
Execute different applications available in the system. The list of actions to
execute varies for different notification types and is driven by a task
template.

View Opens Task View screen where user can view the task details.

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Task Processing Service

The EM.TM.PROCESS service needs to run in AUTO mode for the complete functionality of Task Management. This
service takes care of marking process workflow tasks as complete. It is recommended to set the Review Time for
this service as 5 seconds, so that tasks are getting updated quickly.

For processing events from the Business Event module, also the EVENT service should run in AUTO mode. This
service is part of BE module.

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Task Management: Configuration

Overview
The Task Management functionality can be configured to meet specific business requirements. Before drilling into
more detail, let us look at how the tasks are created in the system.
As explained in the previous sections, tasks can be generated automatically – as a result of a system event, or
manually by a user.
There are three sources of the automatically created tasks:
17 Events created by the Business Events (BE) module.
18 User activity – record input/authorisation/deletion on VERSION.
19 Process workflow – execution of process activities.
In this document, and in the Task Management language, they are all called Task Events.
As a result of a Task Event, the system needs to know what task it should create (if any). This is driven by Task
Templates that are linked to Events. The task template also holds information about task type (task/notification),
priority, duration – that drives the task due date, and available actions.
This basic flow is presented on the picture below.

Get Task Template

Task Event Task Template

Generate Task

Task / Notification

Business Events
These are events generated by the Business Events (BE) module. Before an event is raised by the BE module, for a
customer or account, it is required that the account officer of the customer/account subscribes to that event.
For example, there is an event EM.LOAN.OVERDUE (Loan Overdue), raised by the BE module when a loan goes
into delinquent status. But this event will be raised only if the officer of a specific loan subscribed to receive such
event.
Therefore, it is recommended that all account officers subscribe to the required events, so that they are generated
for all the customers/contracts in the system. The Task Management functionality provides a Default DAO
Subscriptions parameter table, facilitating such setup. This is explained in more detail later in this chapter.

Version Events
These are events generated on the back of VERSION input/authorisation. For an event to be generated, the
VERSION needs to call the required Task Management input/authorisation routines. This is explained in more detail
in the Customization chapter.

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Process Workflow Events

These are events generated from a Process Workflow (PW) process. For an event to be generated, the process
needs to call the required Task Management API routine. This is explained in more detail in the Customization
chapter.

Task Parameterization
The Tasks tab in the Parameterisation section of the selected Role Based Home Pages exposes all the applications
used in configuring the Task Management functionality. The entry screen is presented below.

Task Parameters Menu

The Task Parameters menu points to the different enquiries used in the task parameterisation.

Each of the menu items is explained in more detail in the following paragraphs.

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Task Templates
As explained above, the Task Templates define how a task is created as a result of an event. This screen lists the
task templates available in the system.

The following columns are included in this list.

Column Description

Template ID The task template record ID

Description The task template description.

Task Details The task details.

Type The template type (TASK – for system-generated tasks, NOTIFICATION

– for system-generated notifications, TODO – for to-do tasks)

Priority The default priority for the tasks created based on this template.

Duration The default duration (days) for the tasks created based on this
template.

Action List of actions available for the task created based on this template.

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The options displayed above the enquiry or beside each task template trigger the following activities:

Option Description

New Task Template Opens Task Template application for new record input.

View Template Opens Task Template record for viewing.

Opens Task Template record for editing.

Edit Template

Task Template
Task Template application allows input/editing of the task template records.

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The following fields are available on this application:

Field Description

Description Description of the task template. This will be the task title once the task
is created based on this template.

Task Details Details for the task created based on this template. Special keywords:
20 &&GROUP.ID&&
21 &&CUSTOMER.ID&&
22 &&CONTRACT.ID&&
23 &&APPLICATION&&
24 &&TRANSACTION.ID&&
Will be replaced by the specific group, customer, contract, application
and transaction reference when the task is created with the relevant
link set.

Task Type Type of the task for the tasks created based on this template.

Task Priority Default priority for the tasks created based on this template.

Task Duration Duration (in days) for the tasks created based on this template. This
drives the task due date, calculated as today + duration days.

Mandatory Fields Mandatory task link fields that need to be filled when creating a new
to-do task.

Department Default department for the tasks created based on this template.

Actions Tab

Description Description of the action available for the tasks created based on this
template.

Command The system command to be executed for the above action. See below
for more details.

Mapping Definition of field mapping for the above action. See below for more
details.

Run Routine Reserved for future use.

Task Status The status that will be set on the task when this action is completed.

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Action Commands & Mappings

The table below presents the currently supported Task Template action commands and mappings.

Action Description

Action Command Action Mapping

Call application/version given by <app_ver>, with function given by <function> and record id
given by <contract_id>. Record id can be given as one of the special &&xxx&& keywords.
Application fields can be defaulted in Action Mapping. The <field_name:vm:sm> indicate the
application field name, value and subvalue position, <value> contains the value the field should
be defaulted to. The value can be given as one of the special &&xxx&& keywords.
Optionally, the Action Mapping can be prefixed with “!CURRENT.<var_name>/” string, that
would cause creation of a new current variable <var_name> with <value>.
The application field that is defaulted with &&CONTRACT.ID&& (or &&CUSTOMER.ID&& if not
found), becomes the action reference field. When entering a new transaction using the
application/version given in the action command, the field value will be used to search for
related pending tasks and completing them automatically.

<app_ver> <function> <contract_id> <field_name:vm:sm>=<value>

!CURRENT.<var_name>/<field_name:vm:sm>=<value>

Call enquiry given by <enq_name>.

Enquiry selection can be passed in Action Mapping, <sel_field> is selection field, <op> is
operand, <value> is field value. The <value> can be given as one of the special &&xxx&&
keywords, and should be enclosed in single quotes in such case.

ENQ <enq_name> <sel_field> <op> <value>

QUERY <enq_name>

Call composite screen given by <cos_name> with optional parameter given by <cos_param>

COS <cos_name> <cos_param> N/A

Start process workflow given by <process_name> using participant given by <participant>.

PW <process_name> <participant> N/A

Call process workflow activity given by <activity_name>.

The activity application fields can be defaulted in Action Mapping. The <field_name:vm:sm>
indicate the application field name, value and subvalue position, <value> contains the value
the field should be defaulted to. The value can be given as one of the special &&xxx&& keywords.

PA <activity_name> <field_name:vm:sm>=<value>

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Task Events
The Task Events drive creation of tasks. This screen lists the task events available in the system.

The following columns are included in this list.

Column Description

Event Type Type of the event. This can be VERSION for the events triggered by
version activity, TEC for the events triggered by the Business Events
module, ACTIVITY for the events triggered by process workflow
activities.

Event ID The event record ID. Depending on the event type, this can be name of
the VERSION, name of the TEC.ITEMS record, name of the PW.ACTIVITY
record.

Source Application Source of this event – the actual application that triggers the event.

Description The event description.

Task Type Type of the task assigned to the task template linked to this event.

Task Template The task template linked to this event.

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The options displayed above the enquiry or beside each task event trigger the following activities:

Option Description

New Task Event Opens Task Event application for new record input.

View Event Opens Task Event record for viewing.

Opens Task Event record for editing.

Edit Event

Task Event
Task Event application allows input/editing of the task event records.

The ID of the record is one of the following:

1. Name of the VERSION that should raise task events. It is possible to define up to 10 task events on a single
version, by suffixing the VERSION name by “-1”, “-2”, … “-9”. Each of such events can define different event
conditions.
2. Name of the PW.ACTIVITY record that should raise task event.
3. Name of the TEC.ITEMS business event record that should raise task event.

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Below is an example of multiple version task event:

The following fields are available on the Task Event application:

Field Description

Description Description of the event.

Event Type Type of the event. This can be VERSION for the events triggered by
version activity, TEC for the events triggered by the Business Events
module, ACTIVITY for the events triggered by process workflow
activities. This field is defaulted by the system.

Task Template The task template used for generating tasks because of this event.

Active? System-wide setting to specify if tasks should be generated from this

event.

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Conditions Tab

Application The application that generates this event. Defaulted by the system.

Function The application function that generates this event.

Contract Field The application field which will default the contract link for the tasks
generated from this event.

Field Name The application field name to define a condition under which this event
will be triggered.

Description Description of the above field.

Operand Operand for the above condition check.

Value Field value for the above condition check.

DAO Subscriptions
The DAO Subscriptions screen presents a list of account officers and their TEC event subscriptions. As explained
earlier in this chapter, to receive tasks generated because of events coming from the Business Event module,
subscriptions have to be made for the interested account officers. This can be done from this page.

The following columns are included in this list.

Column Description

Officer ID The account officer ID.

Area Area of the account officer.

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Name Name of the account officer.

Delivery Point Delivery point of the account officer.

Event ID of the event the officer is subscribed to.

Event Description Description of the event the officer is subscribed to.

Subscription ID The subscription record ID.

The options displayed beside each officer trigger the following activities:

Option Description

View Officer Opens DAO record for viewing.

Update Subscription Opens Event Subscription record for editing.

Opens Event Subscription application for new record input.

New Subscription

Event Subscription
Event Subscription application allows input/editing of the event subscription records.

The following fields are available on this application:

Field Description

Event ID of the event being subscribed to.

Account Officer The account officer subscribed to this event.

Subscribe Flag to specify whether the account officer is to receive this event.

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Conditions Tab

This tab will present the condition description, operand, and value for the event to be
generated. This is driven by the Business Events module. User can only update the value
field.

Default DAO Subscriptions

The Default DAO Subscriptions menu opens the application where the default subscriptions for new account
officers can be setup. That is, any new account officer created in the system should be by default subscribed to the
events listed on this record.

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The following fields are available on this application:

Field Description

Description Record description.

Event ID of the event that new account officers should be subscribed to.

DAO Task Delegates

The DAO Task Delegates screen presents a list of account officers with indication of configured task delegates.
This is for business event tasks – if an account officer subscribed to receive specific business event tasks, the
respective task delegate should be also setup so that the system knows where to send the task once the subscribed
event occurred. The delegates can be setup from this page.

The following columns are included in this list.

Column Description

Officer ID The account officer ID.

Area Area of the account officer.

Name Name of the account officer.

Delivery Point Delivery point of the account officer.

Defined Flag ‘Yes’ if the account officer has setup task delegates.

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The options displayed beside each officer trigger the following activities:

Option Description

Opens Task Delegates record for viewing.

View Task Delegates

Opens Task Delegates record for editing.

Update Task Delegates

DAO Task Delegate Setup

The Officer Delegates application allows the user to delegate specific TEC (business events) tasks/notifications
to other user(s) or user groups. When specific event occurs, a group of users or a user would receive the resulting
task/notification in his pending tasks list or notification list.

The following details can be edited on this screen:

Field Description

Task Template The task template for which delegates are setup. More information on
the task templates is provided later in this document.

Delegate to Group The user group(s) to which the tasks created on the above template
would be delegated.

Delegate to User The user(s) to which the tasks created on the above template would be
delegated.

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Default Task Delegates

The Default Task Delegates menu opens up the application where the default task delegates for the task
templates can be setup. This configuration is used to delegate tasks where no specific delegates were setup on
user/account officer level.

The following fields are available on this application:

Field Description

Task Template The task template for which delegates are setup. More information on
the task templates is provided later in this document.

Delegate to Group The user group(s) to which the tasks created on the above template
would be delegated.

Delegate to User The user(s) to which the tasks created on the above template would be
delegated.

Use PW Participant Only applicable to process workflow driven tasks. If set to YES, the
system would look at the workflow activity participants and delegate
the task to them, rather than to a specific group/user.

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Authorise Task Delegates

The Authorise Task Delegates screen presents a list of user/account officer task delegates for authorisation.

The following columns are included in this list.

Column Description

Delegator User or account officer ID for whom delegations are being setup.

User Name Name of the user.

Officer Name Name of the account officer.

The options displayed beside each task delegator trigger the following activities:

Option Description

View Opens Task Delegates record for viewing.

Amend Opens Task Delegates record for editing.

Authorise Opens Task Delegates record for authorisation.

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Archival Parameters
The Archival Parameters menu opens up the application for parameterising task archiving process.

The following fields are available on this application:

Field Description

Tasks

Status The task status(es) for archiving.

Priority The task priorities for archiving, with the above status.

Template List of specific task templates for archiving.

Period Number of days after setting the above task status, after which the tasks
would get archived.

Notifications

Template List of specific notification templates for archiving.

Period Number of days after raising notification, after which the notifications
would get archived.

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Department
The Department screen presents a list of available departments.

The following columns are included in this list.

Column Description

Department Id The department ID.

Name Department’s name.

Description Department’s description.

The options displayed beside each department trigger the following activities:

Option Description

Opens Department record for viewing.

View Department

Edit Department Opens Department record for editing.

Department Setup
The Department application allows the user to configure departments in the organization.

The following details can be edited on this screen:

Field Description

Name Department’s name.

Description Department’s description.

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Task Management: Customization

New Event Creation
Business Event
Business Events module defines events on TEC.ITEMS application. Events routed for task management processing
should have Subscription Level set to Internal and require that the Subscriber field is set to EM.TASK.SUBSCRIBER,
as in the picture below. It is therefore recommended to create new TEC.ITEMS for the task management purpose,
instead of updating the existing model bank records.

Once the event is defined on the TEC.ITEMS application, it can be configured for task management using Task
Event application, explained in the Configuration chapter.

Version Event
If a VERSION is required to generate task events, the EM.VI.TM.TASK.UPDATE routine is required as INPUT.ROUTINE
(for version-input events), and/or EM.VA.TM.TASK.UPDATE routine is required as AUTH.ROUTINE (for version-
authorisation events). These routines read task event record with the name of the VERSION to check if the event
should be generated for the given function and conditions.
For task actioning, if a VERSION is called by a task template action, the EM.VI.TM.TASK.ACTION.VERSION routine
is required as INPUT.ROUTINE (for version-input actions), and/or EM.VA.TM.TASK.ACTION.VERSION routine is
required as AUTH.ROUTINE (for version-authorisation actions).
All the above-mentioned routines can be attached directly on the VERSION, or using VERSION.CONTROL.

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Process Workflow Event

Process workflow events are raised via an API call to EM.XX.TM.CREATE.TASK, from the activities’ transition routines
– attached on PW.TRANSITION application. In the example below, the routine EM.XX.LO.PW.CHECK.PREQS would
call EM.XX.TM.CREATE.TASK if a task was required because of completing the activity being evaluated. The API
routine is described in more detail later in this chapter.

If a VERSION included in the process workflow is required to action process workflow tasks, it should include
EM.VI.TM.TASK.ACTION.ACTIVITY/EM.VI.TM.TASK.ACTION.PROCESS routine as INPUT.ROUTINE (for activity-input
and process-input actions respectively), and/or
EM.VA.TM.TASK.ACTION.ACTIVITY/EM.VA.TM.TASK.ACTION.PROCESS routine as AUTH.ROUTINE (for activity-
authorisation and process-authorisation actions respectively).

Multi-Company Consideration
In a multi-company setup of the InclusiveBankingSuite, it may be desirable to limit display of the tasks/notifications
to these pertaining to the company the user is currently logged into. This can be achieved by adding fixed selection
criteria to the enquiries included in the relevant pages/sections of the Task Management dashboard.
The following are the names of the enquiries where such fixed selection criteria may be applied:
EM.TM.MY.PENDING.TASKS.OVERDUE
EM.TM.MY.PENDING.TASKS.3DAYS
EM.TM.MY.PENDING.TASKS.LATER
EM.TM.MY.COMPLETED.TASKS
EM.TM.MY.NOTIFICATIONS

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Task Management API

Task Creation
The Task Creation API routine can be used to raise tasks/notifications from another processes (service/batch
programs, version routines, etc.).
The routine is named EM.XX.TM.CREATE.TASK and takes the following arguments:
1. Task Template ID – the task template used to raise the task/notification
2. Created By – user that raised the task
3. Company – company in which the task should be raised
4. Officer – officer assigned to the task
5. Owner – user that owns the task (may be changed to task delegate if setup)
6. Link Details - @FM-separated list of task links:
<1> - Group ID
<2> - Customer ID
<3> - Contract ID
<4> - Application that raised the task
<5> - Application Record ID that raised the task
<6> - PW Activity ID, if raised from process workflow
<7> - PW Process ID, if raised from process workflow
<8> - Event that generated the task (EM.TM.EVENT)
7. Parameters to substitute in task details (@FM-separated)
The routine returns the following arguments:
1. Task Info – @FM-separated list of task info:
<1> TASK/NOTIFICATION - whether task or notification was raised
<2> Task ID – task record ID
<3> Task Title – task title
2. Error – error code if any

Task Action
The Task Action API routine can be used to action (complete) tasks from another processes (service/batch
programs, version routines, etc.).
The routine is named EM.XX.TM.ACTION.TASK and takes the following arguments:
1. Action Type – VERSION/PROCESS/ACTIVITY – specifies whether action is related to version
input/authorisation, PW process completion, or PW activity completion
2. Action Reference – for VERSION, this is (version)_(function), for PROCESS – process name (process definition
ID), for ACTIVITY – activity name
3. Action Info – action details, @FM-separated:
<1> - transaction reference – for VERSION it is transaction ID, for PROCESS – PW process ID, for ACTIVITY –
PW activity ID
<2> - transaction record (field marks lowered)
<2> - user actioning the task
<3> - application actioning the task
<4> - transaction reference actioning the task

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The routine returns the following arguments:

4 Task IDs - @FM-separated list of task ID’s actioned with this call
5 Task Statuses - @FM-separated list of task statuses for the above tasks
6 Error – error code if any

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Notes
Use this page to record your own notes.

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