BI - Acumin.EW - Classic and Premium License - Product Description and Field Definition

Introduction

Acumin.ew MS SQL Database Solution allows third party applications to access information retrieved from Acumin's production database. This database consists of real-time views and tables available to third-party applications in order for the latter to query and extract client and matter properties information otherwise stored within Acumin's production database. Its use-case is most relevant to third-party vendor applications of products such as document management / assembly software and/or cost recovery systems, enabling the latter to access real-time client and matter information. This process will result in the elimination of duplication and redundant data entry for new file creation and/or file updates based on third-party use-case.
Acumin.ew ensures that the organization's IT team has real time access to client and matter property information through easily manageable tables and views while preventing Acumin and "Other third party' software from directly accessing each other's database. This eliminating the risks associated with such actions. In addition, Acumin.ew maintains its functionality and relevance regardless of modifications to Acumin.

As expected with real time integration requirements, the implementation of Acumin.ew will result in an additional system load comprised of unknown 'x' new number of users, as well as the degree of usage for each session generated by the third party product. It is possible that impact on performance is not noticeable by end-users; however it is recommended that the IT department monitor the impact subsequent to the go-live period in order for the organization to establish benchmarks.

Classic Acumin.EW Data-Set Definition

WorksiteMember View

Columns	Type	Length
pUserID	binary	6
UserCode	varchar	32
UserStatus	tinyint	1
pMemberID	binary	6
MemberCode	int	4
MemberName	varchar	255
MemberFirstName	varchar	255
MemberMiddleName	varchar	255
MemberLastName	varchar	255
MemberStatus	tinyint	1
OfficeLocationCode	varchar	10
OfficeLocationName	varchar	255
MemberFirmTitle	varchar	255
FunctionalDepartment	int	4
PracticeGroupCode	int	4
PracticeGroupName	varchar	255
MemberEmail	varchar	255
pAssistantID	Binary	6
ReportingClassificationCode	varchar	25
ReportingClassification Name	varchar	255
BaseRate	numeric	2 decimals
BaseRateEffectiveDate	Datetime	8

WorksiteClientMatter View

Columns	Type	Length
pMatterID	binary	6
Custom_Column1	bit	1
CustomDate_Column1	datetime	8
Custom_Column2	bit	1
CustomDate_Column2	datetime	8
Custom_Column3	bit	1
CustomDate_Column3	datetime	8
Custom_Column4	bit	1
CustomDate_Column4	datetime	8
pClientID	binary	6
ClientCode	varchar	25
ClientName	varchar	255
SortOrdername	varchar	255
ClientIndustryCode	varchar	25
ClientIndustryName	varchar	255
ClientStatus	tinyint	null
MatterCode	varchar	255
MatterName	varchar	255
pMemberOriginatingID	binary	6
pMemberResponsibleID	binary	6
pMemberBillingID	binary	6
pMemberAssignedID	binary	6
pMemberSpareID	binary	6
pCLMemberOriginatingID	binary	6
pCLMemberResponsibleID	binary	6
pCLMemberBillingID	binary	6
pCLMemberAssignedID	binary	6
pCLMemberSpareID	binary	6
MatterStatus	tinyint	1
MatterFirm	varchar	10
MatterFirmName	varchar	255
ResultingCMStatus	tinyint	1
DateOpened	datetime	8
DateClosed	datetime	8
ClosedFileNumber	varchar	255
AreaOfPracticeCode	varchar	25
AreaOfPracticeName	varchar	255
LastActivationDate	datetime	8
PreviousMatterNumber	varchar	25
PreviousClientNumber	varchar	25
Restricted	varchar	1
IndustryClassCode	varchar	25
IndustryClassName	varchar	255
IndustryGroupCode	varchar	25
IndustryGroupName	varchar	255
AreaOfPracticeClassCode	varchar	25
AreaOfPracticeClassName	varchar	255
ReferralSource	varchar	255
ReferralType	varchar	255
MatterSubstatus	varchar	255
Client_ClassName	varchar	25
Client_OpenDate	datetime	8
Client_ClosedDate	datetime	8
Client_Description	varchar	8000
Matter_Description	varchar	8000
MatterTextField1	varchar	512
MatterTextField2	varchar	512
MatterTextField3	varchar	512
MatterTextField4	varchar	512
MatterTextField5	varchar	512
RateArrangementCode	varchar	25
RateArrangementName	varchar	255
HighlyConfidential	Integer	1=True;0=False
DestructionDate	datetime	8

WorksiteRegionVenue View

Columns	Type	Length
pMatterID	binary	6
Region	varchar	255
Venue	varchar	255

Legend for the Client and Matter Status Columns

The content of the client and matter status columns found within the "worksite client matter view" represents the following Client and Matter Acumin Status:
0-inactive,
1-active,
2-temporary,
3 -rejected,
4-collections,
5-closed,
6-released

WorksiteAllowedMembers View

Columns	Type	Length
pMatterID	Binary	6
MemberCode	Varchar	25
MemberName	Varchar	255
MemberSecondName	Varchar	255

Extended License Acumin.EW Data-Set Definition

WorksiteClientContacts and WorksiteMatterContacts Views are subject to an Extended EW Licensing.

WorksiteClientContacts View

Columns	Type	Length
pClientID	Binary	6
pContactID	Binary	6
pAddressID	Binary	6
Client Code	Varchar	25
Client Name	Varchar	511
Category	Varchar	4000
First Name	Varchar	225
Last Name	Varchar	225
Gender	Varchar	6
Lawyer Responsible	Varchar	511
Address 1	Varchar	255
Address 2	Varchar	9
City	Varchar	60
Province/State	Varchar	80
Country	Varchar	80
Postal-code/Zip-code	Varchar	15
Email Address	Varchar	255
Telephone	Varchar	26
Fax	Varchar	26
Language	Varchar	50
SendInvoiceByEmail	Bit	1
pCareOfID	Binary	6
CareOf_FirstName	Varchar	255
CareOf_LastName	Varchar	255
CareOf_Prefix	Varchar	60
CareOf_Suffix	Varchar	60

WorksiteMatterContacts View

Columns	Type	Length
pMatterID	Binary	6
pContactID	Binary	6
pAddressID	Binary	6
Client matter code	Varchar	51
Client name	Varchar	511
Matter name	Varchar	255
Lawyer responsible	Varchar	511
Category	Varchar	4000
First Name	Varchar	255
Last Name	Varchar	255
Address 1	Varchar	255
Address 2	Varchar	9
City	Varchar	60
Province/State	Varchar	80
Country	Varchar	80
Postal-code/Zip-code	Varchar	15
Email address	Varchar	255
Telephone	Varchar	26
Fax	Varchar	26
Language	Varchar	50
SendInvoiceByEmail	Bit	1
pCareOfID	Binary	6
CareOf_FirstName	Varchar	255
CareOf_LastName	Varchar	255
CareOf_Prefix	Varchar	60
CareOf_Suffix	Varchar	60

Premium License Acumin.EW Data-Set Definition

The following views are subject to a Premium EW Licensing:

WorksiteIndustry View

Columns	Type	Length
pIndustryID	binary	6
IndustryCode	varchar	25
IndustryName	varchar	255
pIndustryClassID	binary	6
IndustryClassCode	varchar	25
IndustryClassName	varchar	255
pIndustryGroupID	binary	6
IndustryGroupCode	varchar	25
IndustryGroupName	varchar	255

WorksiteRateArrangement View

Columns	Type	Length
pRateArrangementID	binary	6
RateArrangementCode	varchar	25
RateArrangementName	varchar	255

WorksiteInvoiceLayout View

Columns	Type	Length
pInvoiceLayoutID	binary	6
InvoiceLayoutCodeCode	varchar	25
InvoiceLayoutName	varchar	255
InvoiceLayoutDescription	varchar	1000

WorksiteAreaOfPractice View

Columns	Type	Length
pAreaOfPracticeID	binary	6
AreaOfPracticeCode	varchar	25
AreaOfPracticeName	varchar	255
pAreaOfPracticeClassID	binary	6
AreaOfPracticeClassCode	varchar	25
AreaOfPracticeClassName	varchar	255
pAOPGroupID	binary	6
AreaOfPracticeGroupCode	varchar	25
AreaOfPracticeGroupName	varchar	255

WorksiteBusinessStatus View

Columns	Type	Length
pBusinessStatusID	binary	6
BusinessStatusCode	varchar	25
BusinessStatusName	varchar	255
pBusinessStatusClassID	binary	6
BusinessStatusClassCode	varchar	25
BusinessStatusClassName	varchar	255

WorksiteJurisdiction View

Columns	Type	Length
pJurisdictionID	binary	6
JurisdictionCode	varchar	25
JurisdictionName	varchar	255

WorksiteARPosition

Columns	Type	Length
pClientID	binary	6
clientCode	int
clientName	varchar	200
ClientParticipant	varchar	450
pMatterID	binary	6
MatterCode	integer
MatterName	varchar	200
InvoiceNumber	varchar	20
TransactionDate	datetime
InvoiceAmount	money
PaymentReceived	money
PaymentWrittenOff	money
PaymentCredited	money
BalanceOwing	money
InterestCharged	money
BalanceWithInterest	money
Currency	varchar	10

WorksiteTrustPosition

Columns	Type	Length
pClientID	binary	6
ClientCode	int
ClientName	varchar	200
ClientSecondName	varchar	200
pMatterID	binary	6
MatterCode	Int
MatterName	varchar	200
pGLTrustAccountID	binary	6
GLTrustAccount	varchar	50
FundsInTrust	money
GLAccountCurrency	varchar	255
FundsReserved	money
FundsHeld	money
RequisitionFunds	money

Acumin.EW Database Deployment

The Acumin.EW Classic or Premium database version will be deployed on the firm's server by Dexco. Once the deployment is complete, the project manager will provide the necessary credentials for access. Note that it is the organization's responsibility to configure and prepare third-party software access to Acumin.EW.

Notes and Comments

Please note that Dexco does not allow third party access to any Acumin database under any conditions and / or circumstances. This policy ensures that the Acumin product line remains supportable, in accordance with product standards and functionality. This could include

Database Integrity: Access to the Acumin database through non-application SQL queries opens the door to the possibility of data content manipulation. In other words, this level of access renders the database vulnerable to data field or table content modification without an audit trail, leaving the client and Dexco's support team with possible unexplainable situations thus rendering the product un-supportable from that perspective.
Performance: This level of access can also have a negative impact on Acumin's performance standards. Performance and functionality can be hampered as a result of unauthorized queries against the database thus rendering the product un-supportable from that perspective.
On-going Product Development: Dexco has the responsibility to maintain and evolve Acumin products – including the database. Queries created by non-Dexco individuals may eventually fail as a result of improvements, enhancements and/or modifications to the Acumin's database thus rendering the product un-supportable from that perspective.