Billing To Milan > Billing to Milan's SQL Scripts > PolicyInputEx

PolicyInputEx

The PolicyInputEx.sql file can be used to create Policy Center polices.

Required Fields

Field Name

Description

PolicyId

The ID of the policy to edit. When creating a new policy, set this value to 0.

PolicyDescription

The name of the policy, which must be specified when Policy Action is set to i (insert).

Status

The status of the policy.

Value	Description
a	Active
d	Draft

PolicyAction

i	Insert
u	Update

AcknowledgementRequired

This option is only applicable to inclusion policies.

Value	Description
0	No Acknowledgment Required
1	Acknowledgment Required

UpdateExisitingMatters

This option is for client level policy

Value	Action
0	Only update clients
1	Update all existing matters

PolicyType

Specifies the policy's type, which must be set to one of the following values.

Value	Policy Type
3	Exclusion
4	Inclusion
5	Contractor
7	Competitive

PolicyTypeName

The name of the policy type from which the policy will be created.

Users

A comma-separated list of users to add to the policy. The information for each user must be in the format <userId>#<role>#<matterowner>#<notify>.

SET @addedUsers = 'ACASE#Member#matterowner#notify,ABROWN#Member#notify'

RemoveUsers

A comma-separated list of users to remove from the policy.

Groups

A comma-separated list of groups to add to the policy; groups can only be added to inclusion or exclusion policies.

SET @addedGroups = 'G1,G2'

RemoveGroups

A comma-separated list of groups to remove from the policy.

ClientMatters

A comma-separated list of client matters to add to the policy; client matters can only be added to inclusion and exclusion policies.

SET @addedClientMatters = '1000-001,1000-002'

In the case of competitive policies, this field should only list clients, which are then assigned to the Side A group.

RemoveClientMatters

A comma-separated list of client matters to remove from the policy.

CompetitiveClientMatters

A comma-separated list of clients to add to Side B of a competitive policy.

RemoveCompetitiveClientMatters

A comma-separated list of clients to remove from Side B of a competitive policy.

SkipToEnqueueForEventing

Do not apply the policy to any policy systems.

sendNotification

Specifies whether email notifications should be triggered after creating or updating the policy.

Value	Action
0	Do not send notifications
1	Send notifications

Optional Fields

Field Name	Description
Comments	Additional information regarding the policy.
RequestedBy	The WorkSite user who requested the policy.