Data Processing Overview

Understand the overall process that data submissions go through in Tide

Process Overview

Bordereaux go through a single standard process in Tide, from Submission of the original file through to Approval.

This process has four stages, which are set out in the below table. The permissions to complete actions in each stage are detailed in the 'Activity Role - Who' column (click on the article links for further details).

Stage	Activity	Activity Role - Who
Submission‍	The submission of an original Bordereau file.	Participants on the Contract, see Contract Access Permissions for further details.‍
Transformation	There are two stages in Transformation: 1. Questionnaire. Translate the Bordereau format to standard Tide data fields by completing a Bordereau Questionnaire. 2. Validation & Enrichment‍. Resolve data quality issues raised by Tide based on standard data quality checks.	Transformation Role‍, per Bordereau Type, for the relevant Contract
Assignment‍	Define rules by which records are assigned to Section and Risk Codes.	Assignment Role‍ , per Bordereau Type, for the relevant Contract
Approval‍	The final approval of the Bordereau, which then makes the data available to other Contract participants.	Approval Role‍, per Bordereau Type, for the relevant Contract

Bordereaux Processing Statuses

Bordereaux have a status, which changes as it passes through each stage in the process. The diagram and table below set out the different Statuses that a Bordereau can be assigned as it moves through the process.

Stage	Statuses
Prior to submission	Bordereau records start as either a Scheduled or Overdue Bordereau. A Bordereau is either then recorded as a Nil Bordereau Submissions with a status of Nil Bordereau, or a Bordereau submission is completed.
Submission‍	When a submission is completed, then: if a Bordereau Questionnaire‍ has been assigned, Transformation will be initiated and the Bordereau will have a status of Processing. If a Bordereau Questionnaire has not been assigned, then it will remain in an Uploaded status. ‍Transformation can then be initiated at a later time.
Transformation	Transformation processing will either result in a status of Review Errors if errors have been identified, or a status of Review if no errors are identified. From a Review status, Bordereau can then be submitted for Assignment‍ and the status will change to For Assignment.
Assignment‍	From an Assignment status, Bordereau can be submitted for Approval‍ and the status will change to For Approval.
Approval‍	Once approved, a Bordereau will have a status of Approved.

Data Processing Overview

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Data Processing Overview

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