Skip to Main Content
CT Demand Management Application ( DMA) Ideas Portal
Status Planned
Categories Enhancement
Created by Sandeep Kumar
Created on Sep 15, 2021

Tax FSO Demands notifications and assignment of ticket to Tax OTO

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.

  • Attach files
  • Shubhra Bar
    Reply
    |
    Oct 7, 2021

    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.

  • Shubhra Bar
    Reply
    |
    Sep 29, 2021

    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.

  • Shubhra Bar
    Reply
    |
    Sep 27, 2021

    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

  • Shubhra Bar
    Reply
    |
    Sep 27, 2021

    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?

  • Shubhra Bar
    Reply
    |
    Sep 22, 2021

    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.

  • Kelly Colangelo
    Reply
    |
    Sep 15, 2021

    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.