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Event Occurrences

The Event Occurrences option provides a history of all of the occurrences that have been generated through the API, or created manually. It also enables you to create a new Event Occurrence. Event Occurrences are generated or created based on the Event Triggers that have been defined. When an Event Occurrence is generated or created, any Retention that is assigned to the associated Event Trigger will begin tracking its interval from the Event Occurrence date.

Multiple Event Occurrences may be generated for a single Event Trigger. For example:

  • Each loan that is closed

  • Each contract that expires

  • Each employee that is hired

The same event may happen more than once:

  • An employee leaves a company, but is rehired

  • A customer closes an account, but reopens it a short time later

To avoid issues with targeting the same records more than once, understand and use the assignment positions on the Event Trigger. In summary, Triggers are the entity, and Occurrences are the instances of the entity. For example:

  • Employee Hired is the Event Trigger (entity)

  • John Doe hired on 7/1/2016 is the Event Occurrence (instance)

Manual Events vs. Recurring Events

When you define an Event Trigger, you must specify the Recurrence type. If the Recurrence type is set to Once, Daily, Monthly, or Yearly, the Event Occurrence for this Event Trigger will be generated automatically and cannot be generated any other way.

If the Recurrence type is set to Manual, the Event Occurrence for this Trigger will not generate automatically. Event Occurrences for this Event Trigger must be manually created from the Event Occurrences or using the API.

Creating an Event Occurrence for a Manual Event

To create an Event Occurrence for a Manual Event Trigger, perform the following steps:

  1. Select Monitor from the Main Menu.

  2. Select Event Occurrences from the left navigation menu.

  3. Click Create.

  4. Click the Event drop-down to see a list of Triggers that have been defined as Manual Events.

  5. Provide the Event Occurrence Properties. (See below)

  6. If Event Occurrence should target specific items, specify the appropriate targeting conditions.

  7. Click Create.

Event Occurrent Properties




Defines the associated manual Trigger for the Event Occurrence

Event Date

Defines the date of the Event Occurrence.

What should this event occurrence target?

Defines if this Event Occurrence should target specific items. Options include:

  • Specific Case File - The Event Occurrence targets only records that belong to a specific case file. If you select this option, a drop-down for the Case File displays.

  • Records with Property Value - The Event Occurrence targets records that have a specific property value. If you select this option, two additional fields display to specify the Target Property and Target Value.

  • Any Record - The Event Occurrence will target any record.

Case File

Defines the Case File that should be targeted; only displays if you select "Specific Case File".

Target Property

Defines the Target Property that should be targeted; only displays if you select "Records with Property Value".

Target Value

Defines the Target Value that should be targeted based on the Target Property selected; only displays if you select "Records with Property Value".

When using this condition, it is possible to specify fuzzy matching logic using the wildcard characters. See the table below for the permitted Characters.

Target Value Properties




Any string of zero or more characters

_ (underscore)

Any single character

[ ]

Any single character within the specified range ([a-f]) or set ([abcdef])


Any single character not within the specified range ([^a-f]) or set ([^abcdef])

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