The Client Selection Strategy is used to define how clients are added
from the application case to the product delivery created as a result of
authorization of a program. If a product delivery type is specified, a
client selection strategy must be selected. The configuration options are
as follows:
- All Clients
- All of the application clients are added to the product delivery
case. The application case primary client is set as the product
delivery primary client. All other clients are added to the product
delivery as members of the case members group.
- Rules
- A rule set is used to determine the clients to be added to the
product delivery( if a product delivery is configured). At least one
client must be determined by the rules for authorization to
proceed.
- User Selection
- The user selects the clients who should be added to the product
delivery. The user must select both the primary client and any other
clients to be added to the case member group on the product
delivery.