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match_deductions [2024/12/20 20:23] tina.roblesmatch_deductions [2025/09/18 18:17] (current) tina.robles
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 +**Deduction Management Enhancement: Reopen Functionality**
  
 +A new deduction reopening capability has been implemented exclusively for incremental clients, providing authorized users with the ability to reactivate previously closed deductions through an enhanced user interface.
  
 +__Access Requirements__
 +
 +**User Authorization**
 +  * Role-Based Access: Users must possess the designated role permissions for deduction reopening functionality
 +  * Client Type Restriction: Feature availability limited to incremental client configurations only
 +
 +**Data Prerequisites**
 +  * Incremental Feed Requirement: Active incremental deduction feed must be configured (new deductions only)
 +  * Closed Deduction Status: Target deductions must be in "Closed" status to qualify for reopening
 +
 +__User Workflow & Navigation__
 +
 +**Step-by-Step Process**
 +1. Access Deduction Interface
 +  * Navigate to the deduction management screen
 +  * Click "Reload Deductions" to refresh the current dataset
 +
 +2. Filter Configuration
 +  * Modify Deduction Active State filter to "Closed"
 +  * System displays all closed deductions available for review
 +
 +3. Deduction Selection
 +  * Select the specific deduction requiring reopening
 +  * System validates user permissions and deduction eligibility
 +
 +4. Reopen Execution
 +  * "REOPEN Deduction" button becomes available for qualified deductions
 +  * Click to initiate the reopening process
 +  * System updates deduction status and audit trail
 +
 +**Feature Constraints**
 +  * Client Scope: Incremental clients exclusively
 +  * Feed Dependency: Requires active incremental deduction feed configuration
 +  * Permission Validation: Real-time role verification before button activation
 +
 +**System Behavior**
 +  * Dynamic Button Display: Reopen button appears only when all eligibility criteria are satisfied
 +  * Status Management: Automated status transition from "Closed" to "Active"
 +  * Audit Compliance: Complete action logging for regulatory and operational tracking
 +
 +**Business Benefits**
 +  * Operational Flexibility: Enables correction of prematurely closed deductions
 +  * Process Efficiency: Streamlined workflow for deduction lifecycle management
 +  * Compliance Support: Maintains audit trail integrity while providing necessary operational controls
 +  * User Experience: Intuitive interface design with role-appropriate functionality
 +
 +**Security & Compliance**
 +  * Access Control: Role-based permissions ensure appropriate user authorization
 +  * Data Integrity: Systematic validation prevents unauthorized or inappropriate reopening actions
 +  * Audit Trail: Comprehensive logging of all reopening activities for compliance reporting
 +
 +{{:pasted:20250918-181453.png}}
 +
 +{{:pasted:20250918-181520.png}}
  
match_deductions.1734726220.txt.gz · Last modified: 2024/12/20 20:23 by tina.robles