This section explains how to view logs for bulk client status changes processed by the system.

Overview

Every time the Process Client Status Workflow Batch runs, a detailed log is created. This batch process automatically updates client statuses based on predefined workflow hierarchies.

To access these logs, go to Processing > Logs > Client Status Workflow Batch.

User Access

To ensure users can view these logs, the appropriate role must be enabled:

1. Go to Setup > Security > Roles.
2. Under the Processing section, confirm that the Processing: View Logs option is selected for the user's role.

Batch Processing Details

The client status workflow batch runs automatically every Sunday at 20:00 GMT.

• For each Workflow Batch Applicable Client Status Setup, the process orders clients by ascending Workflow Hierarchy.
• Clients meeting the qualification for the current Status Setup are updated to the linked status.
• Important: Due to the hierarchy, one client might be updated multiple times. Therefore, ensuring the hierarchy is correct in your setup is crucial.

Viewing the Log

Each time an import is executed, a log is created. You can filter these logs to view entries for Today, Yesterday, or All. The newest entries always appear at the top.

To filter by a specific date range, select your Date Range From and To dates, then click Submit.

Displayed Columns

The following information is displayed in the log:

• Global ID: The Legal Entity Global ID (MAXMONEY Account Number).
• Status: The overall status of the Client Status Workflow batch.
• No. of Clients Processed: The total number of clients processed in that batch.
• No. of Loans Processed: The total number of loans processed.
• No. of Errors: The total number of errors encountered.
• Start Date: The date when the process began.
• Start Time: The time when the process began.
• End Date: The date when the process was completed.
• End Time: The time when the process was completed.

Actions

The following buttons are available for interaction with the log entries:

• Details: Click to view the individual entries within the batch.
• Print Log: Click to print a hard copy of the log.
• Back: Click to return to the main Log menu.