Maintenance - Document Audit (enh)

Customer(s)

General Electric, Largest US-Based Healthcare

Description

Here are four use cases illustrating how clients benefit from the Document Audit mechanism in Germain:

Use Case 1: Data Audit Trail

Track changes / auditing any Structured Data (records) in any external system (e.g. via REST, SQL, SOAP, etc)

Use Case 2: Business Data Status

Track how long a record stays in a specific state.

Examples

• Time to respond to a ticket

• Time to resolve a service request

• Alerts when a Case (in this example, Cases are Credit Card or Membership Orders) stays in “submitted” status longer than 30 minutes.

  • Germain runs every minute, these 2 SOQL (below) against the application database. Stores the result into Germain datamart. Then Germain generates an event whenever it detects a change to the Credit Card or Membership Order via the execution of a Rule (below)

  • SOQL Statement to check on Credit Card staying in Submitted status for more than 30 minutes
    SELECT Id, CaseNumber, Id__c, Status, Partner__c, System_Category__c, Type__c, Sub_Type__c, Payment_Frequency__c, CreatedDate
    from Case
    where Status = 'Submitted'
    and Type__c = 'Billing/Payment Maintenance'
    and Sub_Type__c like 'Credit Card%'
    and SR_Number__c = null
    and CreatedDate >= 2022-01-06T00:00:00Z
    ORDER BY Type__c, Sub_Type__c, CreatedDate DESC

  • SOQL Statement to check on Membership Orders staying in Submitted status for more than 30 min
    SELECT Id, CaseNumber, Siebel_Id__c, Status, Partner__c, RecordType.name, System_Category__c, Type__c, Sub_Type__c, Payment_Frequency__c, CreatedDate
    from Case
    where Status = 'Submitted'
    and Type__c = 'Program Maintenance'
    and Sub_Type__c in ('Membership Enrollment','Membership Renewal','Renewal with Update')
    and SR_Number__c = null
    and CreatedDate >= 2022-01-01T00:00:00Z
    ORDER BY Type__c, Sub_Type__c, CreatedDate DESC

  • Rule
    

sfdc-document-change-status.drl.txt

Use Case 3: User Behavior Analytics

Collect statistics on User behavior

Examples:

• Times a User edits a record

• Most prolific editors

• etc.

Use Case 4: Alert on Content

Alert based on content of document fields;

Example:

• Look for keywords that trigger alerts / events in a system.

And here are more details about Document Audit feature.