NEW1.04.04 · Released 1 February 2012
- Opened31 May 2011
- Closed15 Dec 2011
- Released1 Feb
New Client wizard; Identification Decision page added
The 'New Client Wizard' page on the Client Groups form now has an option to display an 'Identification Decision page'.
This page will be displayed in the New Client wizard providing the Client Group has this option checked and has a Decision Card defined on the 'Identification' page and the option to create a Joint Client from a single wizard pass is not checked in the New Client wizard.
The Identification Decision page will score the Client against the defined Decision Card and, it this does not pass, try again with an option passed to the Decision Card to ignore Identification Approval (this is only applicable to Script-based Decision Cards that handle a Question Type of 'Ignore Approval').
If the non-Approval Decision is passed then this is displayed, along with a warning to inform the user that this is not the real-decision, rather it is a decision based upon the Client's Identification having been approved.
When the new Client is created, a Log will be added to record the Decision Outcome. This will always be the 'original' Decision Outcome, i.e., the one where Identification Approval was NOT ignored.