5. Open the client file
PROC-C-S05-OPEN · Take on · level 2 · gate · scope: engagement
The most visible symptom of DAT-CLIENT being contested: a person reconciles two systems by typing.
Boundary
Trigger (in)
The client says yes.
Output (out)
A client and a cost centre in finance.
Requires
none
Produces
none
Floor: can this run itself
Position
person
Manual because
data
Basis
Re-keyed into finance from the CRM because the two client records do not agree and neither can be trusted as the source.
Confirmed by
nobody named
Behaviour: what runs it
Systems
Contacts, General ledger
Data
No data modelled for this stage.
Rules: what is decided here
No rules modelled for this stage.
Neighbours
Every required state is produced upstream (out ⊢ in holds here).