How Sikoia Completeness Checklist work?

Completeness Checks are designed to work like snapshots at a point in time. What does this mean? Let’s review with an example. Assume you are running the check below:

• Completeness Check: Last 3 months of payslips
  • Rule 1: Most recent payslip provided
  • Rule 2: Correct number of payslips have been provided
  • Rule 3: Payslips span a 3 month period

Action 1:

Assume you create a case and have not yet uploaded any documents. If you run the "3 months of payslips" check for this case, run Run Completeness Check, and then retrieve the result using Retrieve Completeness Checks Results, this check will evaluate to Failed meaning at least one rule did not meet the required condition and returned a Fail status. This is not a technical failure; rather, it means the application check is incomplete.

The validation_type_id represent the snapshot of the check at that point in time. This will not change. If you want to rerun the check, to get the most recent view you need to run the check again!

Action 2:

If you now start uploading payslips for this case, and you have not yet provided all the payslips required to pass the rules mentioned above, when you run the same check again, you will receive a new validation_type_id. . This check will also Failed, and you can review which rules are passing and which are failing based on the payslips uploaded.

You now have two validation_type_idss representing the checks you have run for this case.

Action 3:

Assume now the user uploads all the missing payslips for this check and reruns the check again. Now the check will evaluate to Complete - all rules have been evaluated and passed successfully.

You can use the validation_type_id to retrieve the results. Again this is a snapshot, these results will not change.

Action 4:

If a month passes, and you attempt to rerun the check, the Rule "Most recent payslip provided" will now fail, which will cause the Completeness check to Fail, for the new validation_type_id.

You have the list of all validation_type_ids, and you can retrieve all the evaluations you performed, along with the evaluation data at the point in time the evaluation occurred.