QDS v1 Basic Training

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: