For Tax FSO demands we need below changes:
1. Add notifications for Tax OTO as we receive for RTH demands -
[SB] This is already working. When the intake is first with RTH OTO and they update the ‘Regional Specific Demand’ as Yes to confirm the same, a notification gets sent to the Tax AREA OTO. PFB the notification.
2. Any FSO demand in an RTH region should be notified to FSO OTO & Tax OTO
[SB] This can be taken as a requirement. We will wait for the below two requirements to be clarified.
3. Add a mechanism to route the ticket to Tax OTO without removing the FSO domain from the ticket. This is so a ticket can be managed by Tax OTO if needed but keeping FSO flag for our reporting purposes
[SB] Could you please help us with a business case? What is the expected process in such a scenario?
[SK] Kelly is fine tax working on these demands. She wants to reassign these intakes to tax OTOs without changing the Portfolio/domain.
[SB] Sandeep will have an internal call with Joel, FSO and RTH. CT DMA core team has shared the RACI matrix.
4. Possibility of auto-selecting a PPEDD on the basis of selected Area for FSO demands. Like Stuart Lang for all FSO EMEIA demands. Full matrix to be provided later.
[SB]: Need to ask Kelly for the approval matrix for the PPEDD list for SL and portfolio combinations.
[SB]: A new idea (https://ctdma.ideas.aha.io/ideas/CTDMA-I-98) has been created for the 4th item to track it separately.
Hi Sandeep, Kelly,
A new idea (https://ctdma.ideas.aha.io/ideas/CTDMA-I-98) has been created for the 4th item to track it separately.
Hi Sandeep,
As per our last discussion yesterday, you will have an internal call with Joel, FSO and RTH and let us know the feedback. We've shared the RACI matrix. Till then the 2nd and 3rd requirements are on hold.
Reply from Kelly:
Consulting
Assurance
Tax
SaT
Americas
Ryan Battles
Lana Reznikova
Chris Dobson
Dorree Ebner
EMEIA
Patrick Craig
Zeynep Deldag
Stuart Lang
Christopher Schmitz
APAC
Mike Orman
Richard Balfour
Amy Ang
Jonathan Zhao
Hi Kelly,
This is regarding the 4th request. Could you please provide us with the matrix for the PPEDD list of SL and portfolio combinations?
Hi Sandeep,
Please see our inline comments.
We need your help with the business case for the 3rd point.
Please share the matrix for the 4th point.
FSO agrees with bullets 2, 3, and 4. Bullet 4 should already be on enhancement backlog from 1st release - would be great to look at this again.