Overview – The purpose of this post is to expose users to core QDS functionality and familiarize with the system so they can search, view and support orders.

 

Template Configuration

• Service Orders can be configured as:

• Synchronous - Order that is created and processed and completed real-time or when placed. Examples are: Cred Co Credit Request, Accurint Search, MSP Operation

• These orders generally contain: Internal Messages, Outbound Messages (configured to synchronous processing)

• Asynchronous - Order that is created but processed at a later time. Asynchronous generally have multiples steps that must be processed offline. Examples are: Quandis BPO, TSG, Post Pub, Mailings

• These orders can contain all Service Message types

• Service Message Types - Service Orders can be configured to utilize various ServiceMessageTemplates. Here is a list of types with a brief description:

• Internal Message - Internal utility step purely to transform data from one format to another within a ServiceOrder. They leverage ServiceTransform and Transform Assemblies. Examples: CredCo Request From Client, Mailing From Client
• Inbound Message - Used as inbound receiver for a step in a ServiceOrder that should only be completed once. Examples: BPO Product From Vendor, TSG Report From Vendor
• Inbound Service - Used as inbound receiver for steps in a ServiceOrder that can be repeated multiple times. These will launch child ServiceOrders. Examples: BPO Product Update From Vendor, TSG Recording From Vendor
• Outbound Message - Used to submit/pass data to third parties. They use Service Connectors to facilitate communication. Examples: BPO Request To Vendor, TSG Request To Vendor
• Pickup Message - Used to store data that can be picked up by internal or their parties. The QDS pickup infrastructure leverages these messages. Examples: Mailing To Vendor (internal), SkipTrace result to Client (Attorney Pickup)
• Service Import Step - Internal step used to create child orders from parent order. There are limitations on number of child orders that can be created. Examples: Quandis Batch Import, Active Duty Batch. 
• Service Bulk Import Step -  Internal step which utilizes BCP patterns to create child orders from parent order. This type supports excess of 100K orders. Examples: Active Duty Bulk Import
• Service Polling Message - Internal Step used to poll for data conditions to close. Utilizes report module for queries. Examples: Mailing Close

• Service Transforms / Transform Assemblies - used to transform data from one format to another

• Service Connectors -  used to communicate to external sources

 

Basic Support of Orders

• Service Log - https://services.quandis.com/Service/ServiceLogSearch.aspx
• Primarily used to check for schema validations
• Also used to view inbound errors on existing orders
• QDS provides notifications of daily failures
• Service Order Workqueue - https://services.quandis.com/Service/ServiceOrderWorkQueue.aspx
• Used to search and locate orders
• Schema Manager - https://services.quandis.com/Service/SchemaManagerSearch.aspx
• Used to validate order requests against a specified schema
• Provides documentation on a given schema
• Test harness for schema validation
• QDS Error Report
• QDS can include you on emails that are generated per system

Searching / Locating Orders (Main Menu->Service Orders->Service Order Workqueue)

• Commonly Used Search Algorithms
• Combo

• Service Order Template (check all that apply)
• Search Indexes (can supply up to 3) - Eg. SourceReferenceNumber or VendorReferenceNumber
• Specify Client and Vendor
• Date Range - It's very important to supply a date range inclusive of your order
• ServiceOrderID - by passing this all other parameters are ignored
• Workqueue list view returns information - ensure to mouse over columns to obtain further information
• ServiceOrderID
• Source (Originating Organization)
• Destination (Destination Organization)
• Order Status
• Information on SearchIndexes
• Order Request Xml - clickable popup
• Order Response Xml - clickable popup

Viewing an Order - (Main Menu->Service Orders->Service Order Workqueue-> Select)

• Service Order Panel
• Contains Source/Destination
• Order Date
• ServiceOrderTemplate - ProductType
• Source Information (Source Object / Source ObjectID)
• Request and Response Xml icons - clickable links
• Contains Decision information and workflow tab. Note each ServiceOrder has a 1:1 correlation with Decision
• Steps tab (Service Message List)
• Note each ServiceMessage has a 1:1 correlation with DecisionStep
• Implement IDecisionStep - the dates you see are managed by DecisionStep
• Expand image reveals

• Any Events (Event Queue History) 
• Request and Response Information with clickable icons. ensure to mouse over columns to obtain further information:

• Magnify   Popup of Xml
• Download  Download Xml
• Transform   Test Harness to retransform
• Wizard  Used for "outbound" messages - test harness for real-time ServiceConnector submission
• Decision Steps
• List of Decision Steps associated. To remove and reprocess a ServiceMessage one must remove the corresponding DecisionStep from the DecisionStep panel
• Attachments
• List of Attachments associated with ServiceOrder
• Search Fields
• List of Search Indexes
• Activity
• Service Log List indicating any errors

 Common Support Scenarios

• Identifying a schema validation failure - QBO Event failure (Eg. Saxon MSP Update)

• From Saxon->Event Queue List identify event and expand search record
• Error Message will state: QDS Schema Validation Failure: https://services.quandis.com/Service/ServiceLogSelect.aspx?ServiceLogID=682857
• Log into QDS
• Paste Url (https://services.quandis.com/Service/ServiceLogSelect.aspx?ServiceLogID=682857)
• View the request and response Xml to determine issue
• View Schema link (https://services.quandis.com/Service/SchemaValidator.aspx?SchemaManagerID=44) and test xml to determine fix

• Re-sending Data for a given step in an order

• Using ServiceConnector to resend - Used to resend for ad-hoc requests.
• Eg. Chase/IVG re-send order to vendor (IVG) (http://stage.quandis.com/Service/ServiceOrderSelect.aspx?ServiceOrderID=2966103)
• navigate to order using ServiceOrder Workqueue and passing ServiceOrderID
• Expand "BPO Request To Vendor" step
• Click on ServiceConnector  icon.
• Click on Invoke Service Connector. Choose "OK" to accept popup
• Note the ServiceConnector Connector Success and result Xml

• Reprocessing a ServiceMessage - Used to resend for trackable requests
• Eg.  Chase / IVG re-send order acceptance to client (Chase) (http://stage.quandis.com/Service/ServiceOrderSelect.aspx?ServiceOrderID=2966103)
• navigate to order using ServiceOrder Workqueue and passing ServiceOrderID
• View current "BPO Vendor Acceptance To Client" step by expanding step and viewing request and response Xml. You may want to note previous state
• Click on Decision Steps tab
• Locate "BPO Vendor Acceptance To Client" and delete step
• From Options->Process Decision
• Note the step will be created
• Click back on ServiceMessage view "Steps". Choose Options->Refresh
• Expand "BPO Vendor Acceptance To Client"
• Click on Events Icon . View the underlying event status. You can refresh by hitting F5
• Once event is complete, refresh Steps view
• View response Xml
•