advice-implementation — process narrative

Advice Implementation (SoA)

46 Flow(s) · 0 Task creation(s) · 0 Apex class(es) · 2 trigger(s) on related SObjects.

The Statement of Advice preparation and implementation pipeline. Paraplanning case → checklists → review → implementation tasks.

Focus SObjects: Case, Opportunity, Business_Process__c

Flows involved

Flow	Trigger	Creates Tasks	Updates Objects
Complete Send Wholesale Advice Doc And Application Form To Client Task	AutoLaunchedFlow	—	Task
Create New Paraplanning Request	Flow	VBP Document Collection	Event, Business_Process__c, Account
Opportunity - Advice Proposal Opp + Link	AutoLaunchedFlow	—	Task, Opportunity
Paraplanning: Assign Work When Case Created	Case (Create)	TaskSubjectDocCollection; TaskSubjectDocCreation; TaskSubjectDocReview; Loop_through_vetting_review_tasks.Task_Sub_Type__c; Get_Doc_Creation_Task1.Task_Sub_Type__c; Get_Doc_Creation_Task.Task_Sub_Type__c	Case, AllocationDecision__c
Paraplanning: Close Tasks Once Completed	Case (Update)	—	—
Paraplanning: Email If Employee Available Hours Negative For Day	Case (Create)	—	—
Paraplanning: Re-calc availability 0-7 days Schedule 2	AutoLaunchedFlow	—	—
Paraplanning: Re-calc availability 0-7 days Schedule 3	AutoLaunchedFlow	—	—
Paraplanning: Re-calc availability 0-8 days Schedule 1	AutoLaunchedFlow	—	—
Paraplanning: Re-calc availability 14-21 days Schedule 1	AutoLaunchedFlow	—	—
Paraplanning: Re-calc availability 14-21 days Schedule 2	AutoLaunchedFlow	—	—
Paraplanning: Re-calc availability 14-21 days Schedule 3	AutoLaunchedFlow	—	—
Paraplanning: Re-calc availability 21-28 days Schedule 1	AutoLaunchedFlow	—	—
Paraplanning: Re-calc availability 21-28 days Schedule 2	AutoLaunchedFlow	—	—
Paraplanning: Re-calc availability 21-28 days Schedule 3	AutoLaunchedFlow	—	—
Paraplanning: Re-calc availability 28-35 days Schedule 1	AutoLaunchedFlow	—	—
Paraplanning: Re-calc availability 28-35 days Schedule 2	AutoLaunchedFlow	—	—
Paraplanning: Re-calc availability 28-35 days Schedule 3	AutoLaunchedFlow	—	—
Paraplanning: Re-calc availability 35-42 days Schedule 1	AutoLaunchedFlow	—	—
Paraplanning: Re-calc availability 35-42 days Schedule 2	AutoLaunchedFlow	—	—
Paraplanning: Re-calc availability 35-42 days Schedule 3	AutoLaunchedFlow	—	—
Paraplanning: Re-calc availability 42-49 days Schedule 1	AutoLaunchedFlow	—	—
Paraplanning: Re-calc availability 42-49 days Schedule 2	AutoLaunchedFlow	—	—
Paraplanning: Re-calc availability 42-49 days Schedule 3	AutoLaunchedFlow	—	—
Paraplanning: Re-calc availability 49-56 days Schedule 1	AutoLaunchedFlow	—	—
Paraplanning: Re-calc availability 49-56 days Schedule 2	AutoLaunchedFlow	—	—
Paraplanning: Re-calc availability 49-56 days Schedule 3	AutoLaunchedFlow	—	—
Paraplanning: Re-calc availability 56-63 days Schedule 1	AutoLaunchedFlow	—	—
Paraplanning: Re-calc availability 56-63 days Schedule 2	AutoLaunchedFlow	—	—
Paraplanning: Re-calc availability 56-63 days Schedule 3	AutoLaunchedFlow	—	—
Paraplanning: Re-calc availability 7-14 days Schedule 2	AutoLaunchedFlow	—	—
Paraplanning: Re-calc availability 7-14 days Schedule 3	AutoLaunchedFlow	—	—
Paraplanning: Re-calc availability 8-16 days Schedule 1	AutoLaunchedFlow	—	—
Paraplanning: Schedule re-allocation of backlog	AutoLaunchedFlow	—	AllocationDecision__c, Case, Task
Paraplanning: Update Case Date when Review Date Changes	Event (Update)	—	Case
Paraplanning: When reviewer assigned update review task	Case (Update)	—	Task
Paraplanning: When User De-Activated, De-Active Resource	User (Update)	—	ServiceResource
Update Investment And Opp For Advice - Complete Fund Transfer	AutoLaunchedFlow	Confirm Investment Certificate	acl__Investment__c, Opportunity
WM_SF_BusinessProcess_AFU_AdviceDoc_Prep_Meeting_Task_Completed	AutoLaunchedFlow	—	—
WM_SF_Opportunity_AFU_Create_Plan_And_Implementation_Revenue_Records	AutoLaunchedFlow	—	—
WM_SF_Task_AFU_Create New Paraplanning task	AutoLaunchedFlow	—	—
WM_SF_Task_AFU_Create Review Implementation task	AutoLaunchedFlow	—	—
WM_SF_Task_AFU_Create_Complete_Blue_SOA_Checklist_Task	AutoLaunchedFlow	—	—
WM_SF_Task_AFU_Create_Implementation_Tasks	AutoLaunchedFlow	—	—
WM_SF_Task_AFU_Create_Post_Implementation_Touch_point_Task	AutoLaunchedFlow	—	—
WM_SF_Task_AFU_Paraplanning_Case_Completed	AutoLaunchedFlow	—	—

Tasks created by this process

None matched.

Apex classes matching this process

None matched.

Apex triggers on focus SObjects

Trigger	On SObject
dlrs_OpportunityTrigger	Opportunity
PWGOpportunityTrigger	Opportunity

End-to-end storyboard (Mermaid)

Notes & caveats

This narrative is assembled heuristically from the process registry patterns. It will pick up most of the process but may miss Flows/Tasks/Apex that don’t match the naming conventions. Dig into the individual Flow/trigger docs for the authoritative view.