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Version: 18

Dossiers (FSP)

Business goal​

Expose the dossier list to front-office users and let administrators configure custom bulk actions that operate on the dossiers the user has selected.

Functional documentation​

Bulk actions​

A bulk action is a configurable operation that runs against the dossiers a front-office user selected on the dossier list. Each configured action shows up as a menu item in the dossier list UI for users whose role matches the action's allow-list.

Three action types are supported:

TypeWhat it does
STATUS_UPDATEMoves every selected dossier to a target status. Configured pre-validations and post-transition actions always run.
FIELD_UPDATEUpdates a configured set of dossier fields with values entered by the user before triggering.
TRIGGER_EVENTFires a configured event type per selected dossier so downstream automation can take over.

Each action emits one back-end event per dossier and the events are processed asynchronously. Progress is reported to the user over a WebSocket: one step per dossier with per-dossier success or failure information.

Common settings​

  • identifier — required, unique within the module. Used as the translation key suffix (BACK_END.VALUES.BULK_ACTIONS.<identifier>.label) and to reference the action when triggering.
  • forRoles — optional set of role identifiers this action is intended for. Omit or leave empty to allow every role.

Status update​

{
  "type": "STATUS_UPDATE",
  "identifier": "close-dossiers",
  "forRoles": ["PARTNER_MANAGER"],
  "allowedStatuses": ["CLOSED"]
}

allowedStatuses constrains which target statuses the user can pick. When omitted, the user can pick any status the configured dossier-status transitions allow.

Field update​

{
  "type": "FIELD_UPDATE",
  "identifier": "reassign-owner",
  "fields": [
    { "path": "owner" },
    { "path": "assignee" }
  ]
}

fields lists the field paths the user is allowed to update for each selected dossier. The schema-driven editor in the admin UI auto-completes valid paths.

Trigger event​

{
  "type": "TRIGGER_EVENT",
  "identifier": "force-re-run-checks",
  "event": "DOSSIER_RBA_RECALCULATE_REQUESTED"
}

event is the name of the EventType fired per selected dossier. Any event handler configured for that type runs as part of the per-dossier job.

Configuration​

Enable the FINANCIAL_SP_DOSSIERS module on the FSP definition, then add bulk actions under the bulkActions list in the module settings.

Settings Configuration