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Track a Rolling Date

Goal 

A times, a record may be assigned to several people in turn, before work actually begins. Each person in the chain may have been a reasonable candidate for record ownership, but after inspecting the record details, that person decides that someone else is the appropriate owner, for any number of reasons.

 

In an automobile claim system, for example, the record might go to a "body damage adjustor", who passes it on to someone who specializes in Porsche's, who might find that there was damage to the frame, so the record belongs with someone who does the large-damage claims. Each of those steps takes time, so from the reporting standpoint, it is unfair to say that the person who finally gets the claim has their performance measured against the date that claim was originally assigned to the first adjustor in the chain.

 

Solution

The solution is add a final-assignment date field to the stream data components, and to create an update-fields step in the process definition that uses an expression to set that date field to the value of the now() date/time function.