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--- contract_state_definitions [2017/10/03 09:35] – created lisa.maloney
+++ contract_state_definitions [2025/09/03 16:10] (current) – tina.robles
@@ Line 1: / Line 1: @@
-**__Contract State Definitions__**
+__**Contract State Definitions and Workflow Management**__
-**Draft:**  Contracts in a Draft state still be edited by the contract creator.   Contracts in a Draft state are non-claimable.
+**Contract Lifecycle State Framework**
+The contract management system utilizes a comprehensive state-based workflow to control contract progression, editing permissions, and claims processing eligibility. Each state represents a specific phase in the contract lifecycle with defined permissions and operational implications.
+________________________________________
-**Evaluation:**  Contracts in an Evaluation state have been submitted by the contract creator and are ready to be Sub-approved or Approved by the user above them as defined by the Contract Approval Hierarchy.  Contracts in an Evaluation state are non-claimable.
+**Pre-Approval States**
-**Approved:**  The Contract has been Approved by the final approver.  The contract will move to an Active state if the current date is within the contract start and end dates, or will move to an Expired state if it is after the contract end date.  A contract in this state is claimable.
+__Draft Status__
+**Operational Characteristics:**
-**Active:**  The Contract is active and claimable and the current date is within the contract start and end dates.
+  * Editing Permissions: Full modification capabilities available to contract creator
+  * Claims Eligibility: Non-claimable status - no claims processing permitted
+  * Business Application: Development and preparation phase for contract configuration
+  * Workflow Position: Initial state for all new contract creation
+__Evaluation Status__
-**Amended:**  The Contract has been Amended so this version of the contract is no longer Active.  A contract in this state is non-claimable.
+**Operational Characteristics:**
+  * Submission Status: Contract submitted by creator for formal review and approval
+  * Approval Process: Pending sub-approval or final approval per Contract Approval Hierarchy
+  * Claims Eligibility: Non-claimable status - claims processing remains restricted
+  * Business Application: Formal review and approval workflow phase
+  * Access Control: Editing permissions transferred to designated approvers
+________________________________________
+**Operational States**
-**Expired:**  A Contract is Expired if it is after the contract end date.  The contract is still claimable.
+__Approved Status__
+**Operational Characteristics:**
-**Terminated:**  A Contract can be Terminated when the contract is in an Active or Expired status.  The Terminate action is available only to users who are both a Finalizer and are part of the Contract Approval Hierarchy for that contract.  Once a contract is Terminated, no new claims can be created against the contract.
+  * Approval Completion: Final approval granted by designated authority
+  * Automatic Transition: System automatically advances to Active or Expired status based on current date relative to contract timeframe
+  * Claims Eligibility: Claimable status activated upon approval
+  * Business Application: Contract ready for operational implementation
+__Active Status__
+**Operational Characteristics:**
+  * Operational Status: Fully operational and claims-eligible contract
+  * Date Validation: Current date falls within defined contract start and end date parameters
+  * Claims Processing: Full claims processing capabilities enabled
+  * Business Application: Primary operational state for ongoing contract execution
+__Expired Status__
+**Operational Characteristics:**
+  * Temporal Status: Contract end date has passed relative to current date
+  * Claims Eligibility: Maintains claimable status for historical claims processing
+  * Business Application: Concluded contracts with ongoing claims processing requirements
+  * Operational Continuity: Supports completion of pending claims and final reconciliation
+________________________________________
+**Modification and Termination States**
+__Amended Status__
+**Operational Characteristics:**
+  * Version Control: Previous contract version superseded by newer amendment
+  * Claims Eligibility: Non-claimable status - claims processing redirected to current version
+  * Business Application: Historical version preservation while maintaining operational continuity
+  * Audit Trail: Maintains complete contract evolution documentation
+__Terminated Status__
+**Operational Characteristics:**
+  * Termination Authority: Available exclusively to users with both Finalizer permissions and Contract Approval Hierarchy membership
+  * Eligible Source States: Termination permitted from Active or Expired status only
+  * Claims Impact: Prohibits creation of new claims while preserving existing claims processing
+  * Business Application: Formal contract conclusion with controlled claims closure
+**Cancelled Status**
+__Operational Characteristics:__
+  * Cancellation Authority: Contract Creator or designated Approver authorization required
+  * Eligible Source States: Cancellation permitted from Draft or Evaluation status only
+  * Claims History: No claims processing history - contract never achieved claimable status
+  * Business Application: Formal abandonment of contracts prior to operational implementation
+________________________________________
+**Business Implications and Workflow Management**
+__Claims Processing Framework__
+**Claimable States**: Approved, Active, Expired
+**Non-Claimable States**: Draft, Evaluation, Amended, Terminated, Cancelled
+__Access Control and Permissions__
+**Creator Permissions**: Full editing access in Draft state
+** Approver Permissions**: Review and approval authority in Evaluation state
+**Finalizer Permissions**: Termination authority for operational contracts
+__Audit and Compliance__
+**State Transitions**: All status changes maintain comprehensive audit trails
+** Version Control**: Complete contract lifecycle documentation preserved
+** Regulatory Compliance**: State-based controls ensure appropriate authorization and approval processes
-**Cancelled:**  A Contract in a Draft or Evaluation state can be Cancelled by either the Contract Creator or Approver of the contract.  A contract in a Cancelled state was never claimable.

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