CFB Internal Help Desk

Application	OnBase
Module	CSU - Workflow Enhancements
Release Date	12/31/2015
MIS Contact	Pam Bray, 212-409-1742

 

Ø What's New

The CSU workflow has been amended based upon prior requests to the MIS group.

ü New keyword has been added to the FSPCOM Form called  “Delivery Type”

§ If the value is MAIL, the document will enter the workflow.

§ If the value is INTERNET, the document will not enter the workflow.

§ If the value is HAND, the document will not enter the workflow.

ü FSCC – Certification and FSCC –Filer Registration document types has been removed

ü New Ad Hoc Task called Create an Internal Amendment

§ The original document will be copied. (The Document Number and Received Date will not be copied.)

§ The original document will be removed from the workflow.

§ The copied document will enter the workflow and a notification will be triggered from the CSU queue.

ü Send to Document Processing Ad Hoc Task has been removed

 

Ø Issues Addressed

There were several enhancement requests brought up earlier this year regarding the CSU workflow. These enhancements will improve the overall efficiency for their workflow.

Ø Open Issues

The “Document Number” on the e-form notification will default to “0” when the copied document enters the Create an Internal Amendment workflow.   The default “0” will be removed and the “Document Number” will be left blank.  Document Processing will manually enter the “Document Number”.

We will address this issue in a separate release.