Welcome to “AA – Named Activities” learning unit.

This learning unit will enable you to

learn the concept behind Named Activities.

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 After completing this learning unit, you will be able to:

Describe Activity and Activity Classes

State the need for named activities
Understand how named activities work

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 1. We have seen how Activities are associated with Properties. We have also seen
Property Classes define the characteristics of the Property.
2. AA.ACTIVITY.CLASS record defines the list of Actions to be applied on the given
list of property classes for a given process in the activity.
3. Lets take the property class TERM.AMOUNT. Actions which can be performed on
this property class can be found in the actions tab of the property class record.
When the user performs an activity we have to perform a set of actions on a
particular property. This information is available in ACTIVITY.CLASS. So when the
user performs a disbursement on an arrangement, the activity class LENDING-
DISBURSE-TERM.AMOUNT (why TERM.AMOUNT because disbursement
happens for the amount field, which is part of this property class) will be accessed,
through corresponding activity LENDING-DISBURSE-COMMITMENT (where
COMMITMENT is the instance of TERM.AMOUNT property class used in the
product).

All activity classes perform some action on a property class. That is why the ID of an
activity class is Product Line-Process-Property Class name.

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 Two ways to create activities and one of them is automatic generation of activities.
When modifying a Product Group, set the field Rebuild Activities to Yes. This process
creates all the standard Activities for each Property. Meaning,
• Picks up all the properties for the product group
• For each of the properties, gets the appropriate property class name
• For each of the property classes, gets the appropriate activity class name
• Based on the activity class, builds the activities.
• For activities which are generated automatically, the field
SYSTEM.ACITIVITY in the AA.ACTIVITY file will be set to YES.
For example, in the above screen shot of product group PERSONAL.LOANS, note that
a property named ACCOUNT has been used. It belongs to a property class
ACCOUNT. Hence, the associated activity class records for ACCOUNT will be
picked up and the activities will be generated.
The user can and should change the descriptions of each Activity as this is what
appears on enquiries such as the Activity Log (This does not create user-friendly
descriptions for the activities. It is recommended to modify the activity
descriptions once all the Properties have been generated.)

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 1. An activity generated automatically by the system is of the form <PRODUCT LINE>-
<PROCESS>-<PROPERTY>. This activity will be common for all the products using a
specific property for a given product line. For example, LENDING-DECREASE-
COMMITMENT activity will be common for any product that is using the
COMMITMENT property.

If the bank attaches additional functionality to existing activities, it will affect all the
products on which this activity is performed.

For this reason the concept of named activities has been introduced where activities
can be created based on an existing activity and additional functionality can be added
using ACTIVITY.API property class.

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 Manually create a record in AA.ACTIVITY and provide meaningful description in the
DESCRIPTION and FULL.DESC fields.

LINKED.ACTIVITY: Use the LINKED.ACTIVITY field to specify the activity to which

you wish to link the new activity. In our case it is LENDING-DECREASE-
COMMITMENT. This specifies that the new activity being created will basically
perform the actions defined in the LENDING-DECREASE-COMMITMENT activity and
in addition the routines added using ACTIVITY.API property class will also be
executed.

Note: As mentioned earlier the activity we attach in the Linked Activity field, should
have the SYSTEM.ACTIVITY field set to YES.

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 Can you see the new created named activity listed in the list of activities for LENDING-
DECREASE-TERM.AMOUT property class?

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 Highlight 1: Try and open an arrangement, in the list of new activities under “Term
Amount” can you see the named activity that you created just now.

Highlight 2: Did you also notice that the linked activity LENDING-DECREASE-
COMMITMENT is also existing as part of the new activities available for “Term
Amount”. This holds that for an arrangement the activity LENDING-DECREASE-
COMMITMENT can be performed and if you wish to perform some extra actions then
the named activity DECREASE.COMMITMENT can be invoked.

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 1. Application for triggering an activity on an arrangement is
AA.ARRANGEMENT.ACTIVITY. Details of these activities are also stored in
AA.ARRANGEMENT.ACTIVITY. A record is created in this application for every
activity performed on the arrangement

To view a list of activities that have been performed on an arrangement in the

sequence of occurrence

AA.ACTIVITY.HISTORY is a log of all the activities that have

occurred on an arrangement.

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 ID of AA.ACTIVITY.HISTORY is the arrangement id.

EFFECTIVE.DATE : This field is used to specify the effective date on which an activity
has been performed. The value for this field is picked from the EFFECTIVE.DATE
field of AA.ARRANGEMENT.ACTIVITY application.

ACTIVITY.REF : This field is used to specify the activity id from

AA.ARRANGEMENT.ACTIVITY application of the activity that was triggered.

ACTIVITY: field is used to specify the name of the activity that was performed on a
specified EFFECTIVE.DATE. It’s value is picked from
AA.ARRANGEMENT.ACTIVITY's ACTIVITY field. It is sub-valued to record various
activities performed on the same date.

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 SYSTEM.DATE: field holds the T24’s date when an activity was triggered.

ACT.STATUS field indicates the current status of the activity. Some of the statuses are
UNAUTH - Activity is currently unauthorised
UNAUTH-REV - The activity has been reversed and is yet to be authorised.
UNAUTH-CHG - The activity has undergone a change in its unauthorised state
AUTH - The activity has been authorised.
AUTH-REV - The activity has been reversed and authorised.
DELETE-REV - The activity was reversed and later reversal was deleted.
DELETE - The activity has currently been deleted.
INITIATION : This field indicates how the activity was triggered. Few of the important
initiation types are
SCHEDULED - The activity was executed as part of a scheduled COB job.
TRANSACTION - The activity was triggered by an external transaction
USER - The activity was triggered manually by the user.
SECONDARY - The activity was triggered as a secondary activity from another
(primary) activity.

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 ACTIVITY.ID : This field is used to specify the activity that has been performed on this
arrangement. It is updated from ACTIVITY in AA.ARRANGEMENT.ACTIVITY. The
field ACTIVITY.ID to TOT.ACT.CNT are part of this activity subset. The subset
indicates details with respect to the activity.

ACT.DATE : The effective date on which this activity was performed on an

arrangement. It is sub-valued if the same activity has been performed on multiple
dates.

ACT.COUNT : Indicates the number of times this activity was performed on a single
date. When an activity is performed more than once, then the ACTIVITY.ID and
ACT.DATE remain the same - but the count alone is incremented. Deletion or reversal
would decrement the count accordingly.

TOT.ACT.AMT : This field holds the total number of times an activity has been
performed on an arrangement.

ACTIVITY.AMOUNT: Indicates the amount that was transacted by the above activity
on that effective date. Amounts are always in arrangement currency.

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 In this learning unit, you learnt about named activities in AA

You will now be able to

 Describe Activity and Activity Classes

 State the need for named activities
 Understand how named activities work

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