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Completed Tasks View

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Name

Work_Completed

Type

View

Description

All tasks in a user queue that have been completed. Useful for performance and task completion timeliness reporting.

Data Category

Event Field/Column Name

Data Type

Description

Applicability

Sample Value

Notes

Key

Tenant ID

VARCHAR

Unique ID associated with each Quavo client.

ALWAYS

qvo-stg

Key

Tenant

VARCHAR

A tenant is a Quavo customer that uses QFD.  Each tenant is assigned a unique Tenant ID.

ALWAYS

Default

Key

Client ID

VARCHAR

A unique ID representing a single client.

ALWAYS

Default

Key

Client

VARCHAR

A client is a Quavo customer that uses QFD through a relationship with a Quavo tenant.  Each client is assigned a unique Client ID.

ALWAYS

Default

Claim Details

Claim Type

VARCHAR

See Transaction Type.

CONDITIONAL

Card-Pinless

Claim Details

Claim Category

VARCHAR

General categorization of the claim.

For a more precise description, see Claim Reason.

CONDITIONAL

Fraud

Compliance Details

Regulatory Coverage

VARCHAR

Identifies the specific reason associated with the claim.

CONDITIONAL

Reg E

Dispute Details

Network

VARCHAR

Unique ID associated with a claim.  Format: YYMMDD<Ordinal Number>"C"

Example: 2405230003C

CONDITIONAL

VISA

Key

ClaimId

VARCHAR

Unique ID associated with a claim.  Format: YYMMDD<Ordinal Number>"C"

Example: 2405230003C

ALWAYS

2306060014C

Key

DisputeId

VARCHAR

Unique ID associated with a disputed transaction.  Format: YYMMDD#####"D"

ALWAYS

2306060014D

Claim Details

PC Date

TIMESTAMP_TZ

Date that provisional credit must be granted by, based on applicable regulatory rules.

CONDITIONAL

2023-09-09 21:00:00

Claim Details

Final Reg Date

TIMESTAMP_TZ

Date the the claim must be resolved by, based on applicable regulatory rules.

CONDITIONAL

2023-09-09 21:00:00

Dispute Details

Next Recovery Date

TIMESTAMP_TZ

Date that the next recovery action must be completed by the issuer.

CONDITIONAL

2023-09-09 21:00:00

Assignment Details

Workgroup

VARCHAR

Defines the function and/or skillset require to complete a task and determines who will work the task.  Work Groups have been deprecated in favor of Assignment Groups.

ALWAYS

Assignment Details

Assignment Group

VARCHAR

General grouping of assignment.

ALWAYS

Collect Customer Documentation

Assignment Details

Assignment

VARCHAR

Name of the assignment.

ALWAYS

Pending Documents

Assignment Details

Created Date

TIMESTAMP_TZ

Datetime that the assignment was created.

ALWAYS

2023-09-09 21:00:00

Assignment Details

Completed Date

TIMESTAMP_TZ

Datetime that the assignment was completed.

CONDITIONAL

2023-09-09 21:00:00

Only displayed when the assignment state is “Completed”.

Assignment Details

Performed By

VARCHAR

Name of the user that performed the action.

ALWAYS

D. Robertson

Assignment Details

Performed By User ID

VARCHAR

The unique ID of the operator that performed an action.

ALWAYS

devan.robertson@quavo.com

SQL

For greater transparency, and to provide clients with a “jumping off” point for their own queries, the SQL used to generated this view is provided below.

SELECT
    a.tenantid,
    t.name,
    a.clientid,
    cl.commonname,
    c.claimtype,
    c.reasontype,
    (CASE
        WHEN c.rege45datetime IS NOT NULL THEN 'Reg E'
        WHEN c.rege90datetime IS NOT NULL THEN 'Reg E'
        WHEN c.regz90datetime IS NOT NULL THEN 'Reg Z'
        WHEN c.isfcra = TRUE THEN 'FCRA'
        ELSE 'No Coverage'
    END) AS "Regulatory Coverage",
    d.acquirernetwork,
    a.claimid,
    a.disputeid,
    (CASE
        WHEN c.rege10datetime IS NOT NULL THEN TO_TIMESTAMP_TZ(c.rege10datetime::varchar || ' +0000')
        WHEN c.regzpcdatetime IS NOT NULL THEN TO_TIMESTAMP_TZ(c.regzpcdatetime::varchar || ' +0000')
    END) AS provisionalcreditdate,
    a.nextrecoverydatetime as nextrecoverydate,
    (CASE
        WHEN c.rege45datetime IS NOT NULL THEN TO_TIMESTAMP_TZ(c.rege45datetime::varchar || ' +0000')
        WHEN c.rege90datetime IS NOT NULL THEN TO_TIMESTAMP_TZ(c.rege90datetime::varchar || ' +0000')
        WHEN c.regz90datetime IS NOT NULL THEN TO_TIMESTAMP_TZ(c.regz90datetime::varchar || ' +0000')
    END) AS finalregdate,
    a.workgroup,
    a.tasklabel,
    TO_TIMESTAMP_TZ(a.createdatetime::varchar || ' +0000') as createddate,
    TO_TIMESTAMP_TZ(a.eventdatetime::varchar || ' +0000') as completeddate,
    (CASE
        WHEN g.assignmentgroup = 'Daily Critical Assignments' THEN 'Daily Critical'
        WHEN g.assignmentgroup = 'Daily Maintenance Assignments' THEN 'Daily Maintenance'
        WHEN g.assignmentgroup = 'Late Lifecycle Recovery Assignments' THEN 'Late Lifecycle Recovery'
        WHEN g.assignmentgroup IS NULL AND (completeddate <= nextrecoverydate OR completeddate <= finalregdate) THEN 'Approaching Recovery/Regulatory Deadline'
        WHEN g.assignmentgroup IS NULL AND (nextrecoverydate IS NOT NULL OR finalregdate IS NOT NULL) THEN 'Past Recovery/Regulatory Deadline'
        WHEN g.assignmentgroup IS NULL AND nextrecoverydate IS NULL AND finalregdate IS NULL THEN 'Non-Regulatory'
        ELSE g.assignmentgroup
    END) AS assignmentgroup,
    (CASE
        WHEN a.performedbyid = 'System' or a.performedbyid is NULL THEN 'System'  -- QPS-9986
        ELSE CONCAT(u.lastname, '. ', u.firstname)
    END) AS PerformedBy,
    a.performedbyid
FROM assignment as a
JOIN tenant as t on t.tenantid = a.tenantid
JOIN client as cl on cl.tenantid = a.tenantid AND cl.clientid = a.clientid
JOIN claim as c on c.tenantid = a.tenantid AND c.claimid = a.claimid
LEFT JOIN assignmentgrouping as g on g.assignment = a.tasklabel
LEFT JOIN dispute as d on d.tenantid = a.tenantid AND d.disputeid = a.disputeid
LEFT JOIN userprofile as u ON u.tenantid = a.tenantid AND u.userid = a.performedbyid
WHERE
    a.assignmentstate = 'Completed'
    AND a.workgroup NOT IN ('System','Pending','Unworkable','Default')

Change Log

Date

Change Summary

2/3/2025

  • New view

 

 

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