Country Law Country and Law Import C L

Country & Law

Country and Law Import C & L File available every quarter § § End of March End of June End of September End of December Newsletter Website – Quarterly Updates

Country and Law Import C & L File Updates § § Never updates Diary Matrixes and Workflows Never changes setup or data in relation to Diary Matrixes and / or Workflows

Country and Law Import C & L Updates and creates § § Rules Diary Field Line Text Application Types Class Headings

Country and Law Import Maintained by Patrix § § Automatically update depending on MBP check If MBP unchecked no automatic update Any row can be checked/unchecked for processing Class Headings are not automatically updated but must be manually selected

Country and Law Import Download Country & Law File § § § Client area | Quarterly Updates Country and Law Summary Scripts to be run? Download zip file Unzip it and save

Country and Law Import Country & Law File § § § Data Exchange | Country and Law Import. XML file Make sure that the XML file is saved together with the 4 folders

Country and Law Import Update Country & Law File: 2 options § § No Preview: • • • Click OK to load the data The data will now automatically update and all rows MBP will be updated Data updated can be viewed Preview: • • Click OK to load the data Verifying data before importing (recommended approach)

Country and Law Import Verifying Country & Law File § § § Process Row can be processed Original Row Data Identical (possibility to hide rows) Row processed OK Error processing row

Diary Matrix § § § Set of Diary Fields Case Category: • • Case Master Country Application Type Service Level Best Match

Diary Matrix

Diary Matrix Setup § § § Term Connection Validation Edit Mask Do not inherit Supplemental Update Family

Conditional Rules and Terms Conditional Setup § § § Altered legislation Client Specific requests Based on certain Diary Fields