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System Events

WorkFlow designer comes with pre-defined events called "system events." You can modify the settings for system events or associate a workflow to them. However, you cannot create conditions for the events. Accounts qualify for system events through triggers in the Latitude database when specific activities occur on an account.

Note: To stop all workflows when a system event occurs, don't attach a workflow to, or delete a workflow from the event, and choose Stop all other work flows in the event configuration.

The WorkFlow Engine processes the following occurrences as system events. This list includes the occurrences in Latitude that trigger a system event.

System Event	Latitude Trigger
Account Charged-Off	None. ARM Division Professional Services Organization can trigger this event when creating bridges.
Account Closed	Account queue level changes to 998.
Account Linked	User links one account to another account.
Account Reactivated from Charge-off	None. ARM Division Professional Services Organization can trigger this event when creating bridges.
Account Returned	Account queue level changes to 999.
Address Confirmed	User flags an address as confirmed.
Address Updated	User updates an account address.
AIM Final Recall	User or system issues a final recall for an AIM account.
AIM Placement	User places an account with an outside collection agency or attorney.
Arrangement Failed	Customer didn't pay on the payment due date.
Bankruptcy	User adds or updates a bankruptcy record that has a filed or discharged status and a valid bankruptcy chapter number.
Care Closed	User changes the status of a care record to "closed."
Care Confirmed	User flags a care record as confirmed.
Care Created	Use adds a care record to an account.
Care Unconfirmed	User has not flagged a care record as confirmed, or has removed the flag.
Care Updated	User updates a care record.
Complaint Closed	User changes the status of a complaint record to "closed."
Complaint Created	User adds a complaint record.
Complaint Deleted	User deletes a complaint record.
Complaint Reopened	User changes the status of a complaint record to "reopened."
Complaint Updated	User updates a complaint record.
Correspondence Address Selected	User flags an address as a correspondence address.
Custom Complaint Owner Updated	User updates the owner of a complaint.
Debt Management Cleared or Deleted	User cleared or deleted a debt management record.
Debt Management Created	User creates a debt management record.
Debt Management Updated	User updates a debt management record.
Deceased	Deceased record contains a valid date of death.
Deceased Date Filed Updated/Entered	User adds or changes the date the client filed a claim against the deceased customer's estate.
Desk Changed	User changes the assigned desk.
Direct Debit Arrangement Entered	User adds a Direct Debit payment arrangement.
Direct Debit Mandate Cancelled
Direct Debit Mandate Created
Dispute Closed	User changes the status of a dispute record to "closed."
Dispute Created	User adds a dispute record.
Dispute Deleted	User deletes a dispute record.
Dispute Updated	User updates a dispute record.
Documentation Attached	User attaches a document to an account.
DPA Screen Completed	User completes the DPA Validation dialog box and indicates that the caller's information is valid.
First Contacted	Total contacts on the account change from 0 to 1.
I&E Created	User adds an Income and Expenditure record.
New Address Created	User adds an address to an account.
New Business	User or the system adds an account to the database.
Payment Received	Pay history record with a PU, PC, or PA payment type added.
Payment Reversed	Pay history record with a PUR, PCR, or PAR payment type added.
Post-Date Check Entered	Post-dated check added.
Post-Date Credit Card Entered	Post-dated credit card added.
Promise Broken	Master broken promise date changes.
Promise Canceled	Promise record canceled.
Promise Entered	Promise record added.
Promise Off Hold	Promise hold removed.
Promise On Hold	Promise hold placed.
Proof Received	User flags a care case to indicate that your organization received proof of the care issue
Service History Info Returned
Status Changed	Account status changed.

System Events

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