Batch Case Processing

From the Batch Case Processing page in System Management (System Management > Batch Case Processing), an administrator can execute business rules against cases. Administrators can filter which cases are included using the case type. The selected business rules can change fields on the case, add new tasks/processes, etc.

The Batch Case Processing page includes the following two tabs:

Execute
History

Execute

From the Execute tab, Administrators can assign available rules to run on designed case types populated in Temenos Infinity.

To Execute a Batch Case Process:

From the Available Case Types box, click to highlight case types on which the business rules are to be run.
Click the > button to move the selections to the Assigned Case Type box. Click >> to assign all the available case types.
Double clicking an item moves the case type over as well.

From the Available Rules box, click to highlight rules that are to run on the assigned case types.

Clicking the Manage Rules button loads the Rules Management application. If any changes are made in the BatchCaseProcessing category in the Rules Management application they appear on this page by clicking the Refresh Rules button. Only rules built in the BatchCaseProcessing category are available to use.

Click the > button to move the selections to the Assigned Rules box. Click >> to assign all rules to run on the assigned case types. Double clicking an item moves the case type over, as well.

Click Execute. A message appears showing that the execution has started. Click OK to navigate back to the Execute page.
A Batch execution is in process message displays on the top right of the screen showing that the process is running.
When the process completes, a success message appears. The process is documented in the History tab.

History

The History tab displays a list of Batch Case Processes that have been executed.

The following columns display on the History tab:

Column Name	Description
User	Displays the user who ran the process.
Date	Displays the date in which the process ran.
Status	Displays the status of the process (Complete or Failed).
Cases	Displays the number of cases affected by the process.
Case Types	Displays the case types associated to the process.
Rules	Displays the rules that were ran as part of the process.

Examples

Batch Case Processing