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Service of Process Manager for Matter Management

Service of Process (SOP) Manager for Matter Management supports integration with CT and CSC Registered Agents (RA).

For each Registered Agent, you must add the mapping files to Matter Management in order to use them. Details about adding the mapping files and the contents of the files is described for reference in this section.

For more information about SOP Manager, see the Service of Process Manager User Guide and the Service of Process Manager Installation and Configuration Guide.

Note: If you use both RAs, install each mapping file so that all mappings are available to you.

Adding the CT Mapping File to Matter Management

To use SOP mapping, add the CT.xml file to Matter Management. This file is available on your installation media.

To add the CT Mapping file to Matter Management

  1. In TeamConnect, go to the following location and create a new document folder named Mapping Files: Root/System/Object Definitions/Service Of Process - CT
  2. On your installation media, in the data* folder, locate the file named Dispute for CT.xml and copy it into the Mapping Files folder that you created.

CT Mapping Files

Matter Management is mapped to CT, which enables a Dispute matter to be created based on the mapping files. Participants of the matters are created as Involved(s). The mapping file for CT is named Dispute for CT.

A created Dispute matter contains the following information:

Default Category = Lawsuit

From SOP Field (Type)

To Target Category

To Target Filed

Target Field Label

Target Field Type

Type or name of the lawsuit being served (Text)

DISP

name

Matter Name

Text

Lawsuit reason (Text)

DISP

MatterDescription DI

Matter Description

Text

Note: Date fields can not be populated when creating dispute matters because the CT source data is in a (Text) format and not a (Date) format as required by the dispute matter.

The following sections will create a contact record and add it to the client's dataset if a unique identifier is not defined. It will only create a record if a properly formatted contact record is manually created as described in the Service of Process Installation and Configuration Guide.

Involved Role = Court

From SOP Field (Type)

To Target Category

To Target Filed

Target Field Label

Target Field Type

Court Contact (Contact)

 

.contact

System field

Contact

Case Number (Text)

INPA_COUR

DocketNumberDIC O

Docket Number

Text

Involved Role = Opposing Party

From SOP Field (Type)

To Target Category

To Target Filed

Target Field Label

Target Field Type

Plaintiff Contact (Contact)

 

.contact

System field

Contact

Involved Role = Defendant

From SOP Field (Type)

To Target Category

To Target Filed

Target Field Label

Target Field Type

Defendant Contact (Contact)

 

.contact

System field

Contact

Entity Contact (Contact)

 

.contact

System field

Contact

Note: Only populated SOP records will create Involved(s) in the created Dispute matter. If both SOP records exist, the Dispute matter will contain two defendants

Adding the CSC Mapping File to Matter Management

To use SOP mapping, add the Dispute for CSC.xml file to Matter Management. This file is available on your installation media.

To add the CSC Mapping file to Matter Management

  1. In TeamConnect, go to the following location and create a new document folder named Mapping Files: Root/System/Object Definitions/Service Of Process - CSC
  2. On your installation media, in the data* folder, locate the file named Dispute for CSC.xml and copy it into the Mapping Files folder that you created.

CSC Mapping Files

Matter Management is mapped to CSC, which enables a Dispute matter to be created based on the mapping files. Participants of the matters are created as Involved(s). The mapping file for CSC is named Dispute for CSC.

A created Dispute matter for CSC contains the following information:

Default Category = Lawsuit

From SOP Field (Type)

To Target Category

To Target Field

Target Field Label

Target Field Type

Name of the transaction (Text)

DISP

name

Matter Name

Text

The date in which the SOP was served (Date)

DISP_LWST

SuitServedDILW

Suit Served

Date

Answer due date (Date)

DISP_LWST

AnswerDueDILW

Answer Due

Date

The following sections will create a contact record and add it to the client's dataset if a unique identifier is not defined. It will only create a record if a properly formatted contact record is manually created as described in the Service of Process Installation and Configuration Guide.

Involved Role = Court

From SOP Field (Type)

To Target Category

To Target Filed

Target Field Label

Target Field Type

Court Contact (Contact)

 

.contact

System field

Contact

Matter docket number (Text))

INPA_COU R

DocketNumberDI CO

Docket Number

Text

Involved Role = Opposing Party

From SOP Field (Type)

To Target Category

To Target Filed

Target Field Label

Target Field Type

Plaintiff Contact (Contact)

 

.contact

System field

Contact

Involved Role = Opposing Representative

From SOP Field (Type)

To Target Category

To Target Filed

Target Field Label

Target Field Type

Sender Contact (Contact)

 

.contact

System field

Contact

Involved Role = Defendant

From SOP Field (Type)

To Target Category

To Target Filed

Target Field Label

Target Field Type

Defendant Contact (Contact)

 

.contact

System field

Contact

Entity Contact (Contact)

 

.contact

System field

Contact

Note: Only populated SOP records create Involved(s) in the created Dispute Matter. If both SOP records exist, the Dispute matter contains two defendants.

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