Simplified Partner Lifecycle Overview

Initial

Create Partner Create Partner (Request)

application

workflow

Processing by Data Stewards Approval by CCU Notifications

workflow

[approved] [No deletion / archiving flag set] Ext: Active / Inactive / unused [free]

[rejected & deletion requested]

Ext: Initial Int: Delete Requested

Partner Lifecycle Overview

Update Partner Update Partner (Request)

Delete Partner

[restricted] [core]

Delete Partner (Execution)

Processing by Data Stewards Notifications Approval by CCU

[Deletion / Archiving Flag set]

Ext: to be deleted not in scope

Archive Partner Archive Partner (Execution)

Partner Lifecycle Overview

External Status (business, visible for users)

Internal Status (technical, controlling the workflow)

only automatically via approval Initial Active

Must be requested by the user

[Press "New"]

[Press "Edit"]

Create Requested

Update Requested

[Press "Reject"] Active Deleted Inactive To be Deleted [Press "Approve"] Unused really deleted from the system (no status) Must be requested by the user Approved Rejected

[Press "Reject"] Rejected [Press "Approve"]

Approved

External Status

External Status

Internal Status

Inactive

Approved [Press "Edit"]

All internal status are set via programming and cannot requested by users

Active

To be Deleted

Unused

Update Requested

Must be requested by the user To be Deleted Ununsed Delete Requested [Press "Delete Requested" & External = Initial]

Rejected [Press "Edit" & External = Initial] Create Requested

[Press "Edit" & External <> Initial] Active To be Deleted Update Requested

Inactive

Internal Status

Standard User
External status: "Initial" View: Standard Screen (with "new" Partner behaviour)

Data Steward / Business Service Team

External status: "Initial" View: Standard Screen (with "new" Partner behaviour) External status: "Initial"

CCU
View: Standard Screen (with "new" Partner behaviour)

Create new partner (enter core, restricted and free data)

Create new partner (enter core, restricted and free data)

Create new partner (enter core, restricted and free data)

Cancel

Submit

Cancel

Submit

Cancel

Submit

No status change

Int: Create Requested Ext: Initial

No status change

Int: Create Requested Ext: Initial

No status change

Int: Create Requested Ext: Initial

Discard all data

Save entered values: - Free: Current - Core: Shadow - Restricted: Log Save technical fields

Discard all data

Save entered values: - Free: Current - Core: Shadow - Restricted: Current Save technical fields

Discard all data

Remember last CCU core data changer

Close New Partner mode

Create workitem for CCU

Close New Partner mode

Create workitem for CCU

Close New Partner mode

Save entered values: - Free: Current - Core: Shadow - Restricted: Current Save technical fields

Create New Partner - Request

Create workitem for another CCU Receiver Determination: CCU Team excluding the requester (4-eyes-principle)

Fire Event - Start a new CCU Approval Process

Fire Event - Start a new CCU Approval Process

Close New Partner mode

Fire Event - Start a new CCU Approval Process

Documentation: External status -> Core fields Internal status -> technical fields Workflow relevant flags -> technical fields Current -> write direct into the active partner instance Shadow -> write into the shadow tables (no impact on active partner inst ance) Log -> write into a separated log table, which appending on the active partner instance

Create New Partner - Request

Close New Partner mode

Close New Partner mode

Standard User
Edit on core data is only possible if there is not already a shadow entry (existing CCU Approval WF running) No workitem reference known

Data Steward / Business Service Team

Edit on core data is only possible if there is not already a shadow entry (existing CCU Approval WF running) No workitem reference known Edit on core data is everytime possible Update Partner (enter core, restricted and/or free data) Button names can be different: - Save - Submit View: Standard Screen

CCU
No workitem reference known

Update Partner (enter core, restricted and/or free data) Button names can be different: - Save - Submit

Update Partner (enter core, restricted and/or free data) Button names can be different: - Save - Submit

View: Standard Screen

View: Standard Screen

Cancel

New

Save

Cancel

New

Save

Cancel

New

Save

No status change

Is not possible due to view configuration

No status change

[free data changed]

No status change

Is not possible due to view configuration

No status change

[free data changed]

No status change

Is not possible due to view configuration

No status change

[free data changed]

Discard all changes

Save entered values: - Free: Current

[free data not changed] Discard all changes

Save entered values: - Free: Current

[free data not changed] Discard all changes

Save entered values: - Free: Current

[free data not changed]

Close Edit Partner mode

Int: Update Requested Ext: no change

[core data changed]

Close Edit Partner mode

Int: Update Requested Ext: no change

[core data changed]

Close Edit Partner mode

Int: Update Requested Ext: no change

[core data changed]

Update Partner - Request

[core data not changed]

[core data not changed]

Create workitem for CCU

Create workitem for CCU

Receiver Determination: CCU Team excluding the requester (4-eyes-principle) [restricted data changed]

Save entered values: - Core: Shadow Save technical fields

[core data not changed]

Fire Event - Start a new CCU Approval Process

No status change

[restricted data changed]

No status change

Create workitem for CCU

Save entered values: - Restricted: Log

[restricted data not changed]

Fire Event - Start a new CCU Approval Process

Save entered values: - Restricted: Current

[restricted data not changed]

Fire Event - Start a new CCU Approval Process

No status change

[restricted data changed]

Create workitem for the Business Service Team

Save entered values: - Restricted: Current Save technical fields Close Edit Partner mode Close Edit Partner mode

[restricted data not changed]

Fire Event - Start a new Data Steward Approval Process

Close Edit Partner mode

Update Partner - Request

Save entered values: - Core: Shadow Save technical fields

Save entered values: - Core: Shadow Save technical fields

Remember last CCU core data changer

Create / Update Partner - Approval of core fields by CCU

Prerequisites: - Shadow data exits - Status is "Update Requested" or "Create Requested" There can only be one CCU workflow item per partner. Only the CCU team can open this workitems. Exception: exclude the last core data changer from approval Open workitem View: Split Screen [remember workitem] Open Partner [No core data has been changed and the current CCU Agent does not equals the last CCU core data changer] workitem reference known internal status: not Rejected

View: work list

[No core data has been changed and the current CCU Agent does not equals the last CCU core data changer]

Verify and possibly modify data Button names can be different: - Save - Save & Submit

Reject

Reassign

Cancel

Approve [Create & Update]

Save [Create & Update]

New

Cancel [Create & Update]

[Create]

[Update]

Is not possible due to view configuration (there is only one CCU team)

Unlock partner and close the workitem

Int: Approved Ext: Active

No status change

Is not possible due to view configuration

No status change

Int: Rejected Ext: Initial

Int: Rejected Ext: no changes

[Modified core data by CCU]

Remember last CCU core data changer

Create / Update Partner - Approval of core fields by CCU

Save technical fields

Move core values from shadow to current Save technical fields

Save modified values: - Free: Current - Core: Shadow - Restricted: Current Save technical fields

Discard changes

Create workitem for requester

Create notification for requester

Close Partner and return to workitem

Set CCU workitem to Completed

[Requester <> Owner] [Requester = Owner]

Create notification for owner Close the workitem

Check the log

[Create and restricted data has been entered/adjusted by normal users] [Update or restricted data has been entered / adjusted by CCU or Data Steward]

The CCU Approval workflow is not finished yet The workflow ends if the status is not "initial" anymore and either - Approved or - to be deleted Therefore follow the purple process path.

Create workitem for Business Service Team

Fire Event - Start a new Data Steward Approval Process Set CCU workitem to Completed

Close the workitem

Create / Update Partner - Approval of core fields by CCU

Clear last CCU core data changer

Clear last CCU core data changer

[No modified core data by CCU]

Create / Update Partner - Processing of restricted fields by Data Stewards / Business Service Team
External status: everything but initial The core data is always released before.

View: work list

Open workitem View: Standard Screen

[remember workitem] Open Partner

workitem reference known Internal Status: not relevant

Read requested restricted values

Verify and possibly modify data Reassign Complete Cancel

Is not possible

Enter comment for response

Close the workitem

Save Create workitem for requester

Only possible if no shadow exists

New

Cancel

Create / Update Partner - Processing of restricted fields by Data Stewards / Business Service Team

Set Data Steward workitem to Completed No status change Close the workitem

[No modified core data by data stewards]

[Modified core data by data stewards] Is not possible due to view configuration

No status change

Int: Update Requested Ext: no changes

Save modified values: - Free: Current - Restricted: Current

Save modified values: - Free: Current - Core: Shadow - Restricted: Current Save technical fields

Fire Event - Start a new CCU Approval Process

Discard changes

Create workitem for CCU

Close Partner and return to workitem

Create / Update Partner - Processing of restricted fields by Data Stewards / Business Service Team

Changes to core fields approved by CCU

Requester <> Owner View: work list Requester = Owner

Changes to core fields rejected by CCU

Internal Status: Rejected workitem reference known Internal status: Rejected Open workitem View: Split Screen (only possible for requester)

Changes saved for restricted fields by Data Steward

View: work list

View: work list Open workitem

Taking note of the rejection Check for exiting references of the partner object [Create] [Update] Open workitem [remember workitem] Open Partner Taking note of the new data [optional] Reassign Adjust data Open Partner Int: Delete Requested Ext: initial Int: Approved Ext: no change Resubmit Cancel Is not allowed Verifying changes Create workflowitem (delete request) for Administrator team Create workitem for CCU

View: Standard Screen Taking note of the approval [optional]

View: Standard Screen

Delete Partner

Discard changes

Open Partner

Create / Update Client Partner - Notification to requester/owner

Verifying changes

Close the workitem

Save

Cancel Close Partner

Close Partner

Close & Complete the workitem

Fire Event - Start a new Request Deletion Process -> own Administrator team

Reset Shadow Fields

Set workitem to Completed [Create] Close the workitem

[core data changed]

No status change

Close & Complete the workitem

[Update]

Complete & Back

Set workitem to Completed

Int: Create Requested Ext: initial Remember last CCU core data changer [CCU]

Int: Update Requested Ext: no change Discard all changes

Complete & Back

Close the workitem

[not CCU]

[core data not changed]

Save entered values: - Core: Shadow Save technical fields

Save entered values: - Core: Shadow Save technical fields

now the CCU approval workflow is finished

Save entered values: - Restricted: Log

[normal user]

No status change [CCU or DS]

[restricted data changed]

[restricted data not changed] Save entered values: - Restricted: Current

Create workitem for the Business Service Team

Save entered values: - Free: Current

Close Partner and return to workitem

Create / Update Client Partner - Notification to requester/owner

Delete Client Partner Create Request - Execution by Administrator team

View: work list Open workitem

Taking note of the deletion request

View: Standard Screen

Open Partner manual process Delete Partner

Cancel & Close the workitem Verify Partner

Verify & delete Partner

Close Partner and return to workitem

Delete Client Partner Create Request - Execution

no references exists (no documents or receipts)

Delete Client Partner Create Request - Execution

Close & Complete the workitem