SCV Integration

This section specifically covers the additions of the Autoform Photo and Document functionality to a composite screen, for example, the Single Customer View.

Configuration

The configuration for this is divided into two distinct areas: first, the ability to automatically download the customer’s photo when the SCV is accessed. Second, a tab in the SCV Composite screen will hold links to customer documents in the Autoform DM Archive. Of course, it is possible to use other Composite screens in place of the SCV.

AUTOFORM Photo Application

This section will explain how to configure the SCV Composite screen in order to automatically download the customer’s image that is held in the Autoform DM Archive.

Overview

This added functionality will enable agents to drill down to a particular customer’s photo directly and automatically from a composite screen such as the Single Customer View.

The following image is what we are aiming for:

Setup

First, you will need to ensure that the Autoform T24 integration setup has been completed, particularly the creation of the BROWSER.TOOL used to take a photo, and the ENQUIRY used to retrieve it. Details on this can be found earlier in this guide.

1. Create a Toolbar.

2. Add Toolbar to the Enquiry. Amend the ENQ AUTOFORM.PHOTO that was created for the Autoform T24 integration, so that instead of using just the AUTOFORM.PHOTO tool, it now uses this newly created AUTOFORM.PHOTO toolbar.

3. Add the Enquiry to the SCV—add the ENQ AUTOFORM.PHOTO to the single customer view by amending EB.COMPOSITE.SCREEN, CUST.DETAILS, and changing the standard T24 Photo entry to AUTOFORM.PHOTO CUSTOMER.CODE EQ!CURRENT.CUSTOMER.

Autoform Signature Display

This section will explain how to configure the SCV Composite screen to automatically download the customer’s signature from the Autoform DM Archive.

Overview

This added functionality will enable agents to drill down to a particular customer’s signature directly and automatically from a composite screen such as the Single Customer View.

The following image is what we are aiming for:

Setup

First, you will need to ensure that the Autoform T24 integration setup has been completed, in particular, the addition of the ad-hoc scanning application, as this is used to capture the customer’s signature and save it to the Autoform DM Archive.

It is also necessary to create an ENQUIRY that will use the EFS Dataservlet interface to retrieve the signature from the archive. Finally, this new Enquiry needs to be added to the SCV.

1. Create Signature Enquiry.

2. Add the Enquiry to the SCV - add the ENQ AUTOFORM.SIGNATURE to the single customer view by amending EB.COMPOSITE.SCREEN, CUST.DETAILS, changing the standard T24 Photo entry to: AUTOFORM.SIGNATURE CUSTOMER.CODE EQ !CURRENT.CUSTOMER.

Autoform Documents

This section will explain how to configure the SCV Composite screen to display the customer’s documents from the Autoform DM Archive.

Overview

For document retrieval in the SCV, a new tabbed screen will be added to the Single Customer View. This screen will consist of two tabs to hold all incoming and outgoing documents for the customer. The result will appear as follows, with the two inner tabs showing links to customer documents held in the Autoform DM Archive:

Setup

The setup of this functionality can be summarised as follows:

1. Create two searches in Autoform DM called Incoming Docs and Outgoing Docs.

2. Create two Enquiries in T24 to match the above Autoform DM searches.

3. Create a Tabbed screen to hold the above two Enquiries.

4. Create a Composite screen to hold the tabbed screen.

5. Add this Composite screen to the tabs in the SCV.

6. Create Autoform DM Archive Searches.

These are just basic searches created in the Autoform DM Archive, called Incoming Docs and Outgoing Docs.

They must include all relevant docTypes that you would like to be included on the tab (incoming\outgoing). As these searches will hold different docTypes it is very important to ensure that the keys are kept consistent across docTypes.

The query setting must include two keys:

• Customer Number

• A key controlling which tab the document is displayed on (INCOMING \ OUTGOING). This key is hidden.

The return fields must match those of the T24 Enquiry we will create that will use this search to retrieve relevant documents.

7. Create the two T24 Enquiries.

8. Create the Tabbed screen.

9. Create the Composite screen.

10. Add the Composite screen to the SCV.

The final step is to add the COS created in step 4 to the Single Customer View. This is normally called CUSTOMER.OVERVIEW.CSM and can be amended by running EB.TABBED.SCREEN, CUSTOMER.OVERVIEW.CSM.

Simply add AUTOFORM.DOCS.COS as the following image indicates: