Welcome to “AA – Named Activities” learning unit. This learning unit will enable you to learn the concept behind Named Activities.
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After completing this learning unit, you will be able to: Describe Activity and Activity Classes State the need for named activities Understand how named activities work
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1. We have seen how Activities are associated with Properties. We have also seen Property Classes define the characteristics of the Property. 2. AA.ACTIVITY.CLASS record defines the list of Actions to be applied on the given list of property classes for a given process in the activity. 3. Lets take the property class TERM.AMOUNT. Actions which can be performed on this property class can be found in the actions tab of the property class record. When the user performs an activity we have to perform a set of actions on a particular property. This information is available in ACTIVITY.CLASS. So when the user performs a disbursement on an arrangement, the activity class LENDINGDISBURSE-TERM.AMOUNT (why TERM.AMOUNT because disbursement happens for the amount field, which is part of this property class) will be accessed, through corresponding activity LENDING-DISBURSE-COMMITMENT (where COMMITMENT is the instance of TERM.AMOUNT property class used in the product). All activity classes perform some action on a property class. That is why the ID of an activity class is Product Line-Process-Property Class name.
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Two ways to create activities and one of them is automatic generation of activities. When modifying a Product Group, set the field Rebuild Activities to Yes. This process creates all the standard Activities for each Property. Meaning, •
Picks up all the properties for the product group
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For each of the properties, gets the appropriate property class name
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For each of the property classes, gets the appropriate activity class name
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Based on the activity class, builds the activities.
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For activities which are generated automatically, the field SYSTEM.ACITIVITY in the AA.ACTIVITY file will be set to YES.
For example, in the above screen shot of product group PERSONAL.LOANS, note that a property named ACCOUNT has been used. It belongs to a property class ACCOUNT. Hence, the associated activity class records for ACCOUNT will be picked up and the activities will be generated. The user can and should change the descriptions of each Activity as this is what appears on enquiries such as the Activity Log (This does not create user-friendly descriptions for the activities. It is recommended to modify the activity descriptions once all the Properties have been generated.)
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1. An activity generated automatically by the system is of the form
-. This activity will be common for all the products using a specific property for a given product line. For example, LENDING-DECREASECOMMITMENT activity will be common for any product that is using the COMMITMENT property. If the bank attaches additional functionality to existing activities, it will affect all the products on which this activity is performed. For this reason the concept of named activities has been introduced where activities can be created based on an existing activity and additional functionality can be added using ACTIVITY.API property class.
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Manually create a record in AA.ACTIVITY and provide meaningful description in the DESCRIPTION and FULL.DESC fields. LINKED.ACTIVITY: Use the LINKED.ACTIVITY field to specify the activity to which you wish to link the new activity. In our case it is LENDING-DECREASECOMMITMENT. This specifies that the new activity being created will basically perform the actions defined in the LENDING-DECREASE-COMMITMENT activity and in addition the routines added using ACTIVITY.API property class will also be executed.
Note: As mentioned earlier the activity we attach in the Linked Activity field, should have the SYSTEM.ACTIVITY field set to YES.
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Can you see the new created named activity listed in the list of activities for LENDINGDECREASE-TERM.AMOUT property class?
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Highlight 1: Try and open an arrangement, in the list of new activities under “Term Amount” can you see the named activity that you created just now. Highlight 2: Did you also notice that the linked activity LENDING-DECREASECOMMITMENT is also existing as part of the new activities available for “Term Amount”. This holds that for an arrangement the activity LENDING-DECREASECOMMITMENT can be performed and if you wish to perform some extra actions then the named activity DECREASE.COMMITMENT can be invoked.
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1. Application for triggering an activity on an arrangement is AA.ARRANGEMENT.ACTIVITY. Details of these activities are also stored in AA.ARRANGEMENT.ACTIVITY. A record is created in this application for every activity performed on the arrangement To view a list of activities that have been performed on an arrangement in the sequence of occurrence AA.ACTIVITY.HISTORY is a log of all the activities that have occurred on an arrangement.
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ID of AA.ACTIVITY.HISTORY is the arrangement id. EFFECTIVE.DATE : This field is used to specify the effective date on which an activity has been performed. The value for this field is picked from the EFFECTIVE.DATE field of AA.ARRANGEMENT.ACTIVITY application. ACTIVITY.REF : This field is used to specify the activity id from AA.ARRANGEMENT.ACTIVITY application of the activity that was triggered. ACTIVITY: field is used to specify the name of the activity that was performed on a specified EFFECTIVE.DATE. It’s value is picked from AA.ARRANGEMENT.ACTIVITY's ACTIVITY field. It is sub-valued to record various activities performed on the same date.
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SYSTEM.DATE: field holds the T24’s date when an activity was triggered. ACT.STATUS field indicates the current status of the activity. Some of the statuses are UNAUTH - Activity is currently unauthorised UNAUTH-REV - The activity has been reversed and is yet to be authorised. UNAUTH-CHG - The activity has undergone a change in its unauthorised state AUTH - The activity has been authorised. AUTH-REV - The activity has been reversed and authorised. DELETE-REV - The activity was reversed and later reversal was deleted.
DELETE - The activity has currently been deleted. INITIATION : This field indicates how the activity was triggered. Few of the important initiation types are SCHEDULED - The activity was executed as part of a scheduled COB job. TRANSACTION - The activity was triggered by an external transaction USER - The activity was triggered manually by the user. SECONDARY - The activity was triggered as a secondary activity from another (primary) activity.
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ACTIVITY.ID : This field is used to specify the activity that has been performed on this arrangement. It is updated from ACTIVITY in AA.ARRANGEMENT.ACTIVITY. The field ACTIVITY.ID to TOT.ACT.CNT are part of this activity subset. The subset indicates details with respect to the activity. ACT.DATE : The effective date on which this activity was performed on an arrangement. It is sub-valued if the same activity has been performed on multiple dates. ACT.COUNT : Indicates the number of times this activity was performed on a single date. When an activity is performed more than once, then the ACTIVITY.ID and ACT.DATE remain the same - but the count alone is incremented. Deletion or reversal would decrement the count accordingly. TOT.ACT.AMT : This field holds the total number of times an activity has been performed on an arrangement. ACTIVITY.AMOUNT: Indicates the amount that was transacted by the above activity on that effective date. Amounts are always in arrangement currency.
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In this learning unit, you learnt about named activities in AA You will now be able to
Describe Activity and Activity Classes State the need for named activities Understand how named activities work
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