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  1. CFA MX
  2. CFAMX-16842

EOM - Sending of all EOM data during final submission

    Details

    • Type: Story
    • Status: Closed (View Workflow)
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: None
    • Labels:
      None
    • Sprint:
      2022.R1 New Features Sprint 2, 2022.R1 New Features Sprint 3
    • SCRUM Team:
      Brotherhood of Mutants
    • Story Points:
      3
    • Work Type Classification:
      Sustaining

      Description

      Feature Goals

      The overall goal of this feature request is to send all the EOM data, including resending data that was already sent when when an individual section is updated/completed, when the EOM is marked.

      The reason for this request is to help CFA solve a missing EOM data issue that they have been having. We know that InFORM is sending all the EOM data overall. Some of the data is sent when individual sections are completed and some of the data is sent when end of month is marked. It seems that CFA is losing some of the data that is sent before EOM is marked when we send out final EOM data payload when EOM is marked. The hope is that, by sending everything all at once, we can solve the case of the missing data.

      Details

      List of all service calls in the EOM process: https://cfacorp.atlassian.net/wiki/spaces/IN/pages/212730163/EOM+-+Web+Service+Calls

      (Export of the above Confluence page)
      EOM_Sent_Data.pdf

      Additional Details
      Oct 2021 - EOM Web Service call testing.docx

      Acceptance Criteria

      Confirm

      1. All EOM data is sent when EOM is marked including those data points that are not currently sent at EOM
        1. No data is omitted
        2. Existing data is sent as expected
        3. Nothing changes other than the mark EOM data sent.
      2. Confirm Swagger endpoints work in training.

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              • Assignee:
                jason.powell Jason Powell
                Reporter:
                will.englefield Will Englefield (Inactive)
              • Watchers:
                1 Start watching this issue

                Dates

                • Created:
                  Updated:
                  Resolved:

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