Connect LOB users and partners through divisions

Sponsor Administrators must follow certain steps to find out if LOB users are assigned to partners and re-establish the connection through divisions.

Complete the following steps to migrate the existing partners that are associated with LOB users such that partners are assigned to multiple divisions and can be managed by LOB users of that division.
  1. Use the following SQL script to retrieve a list of partners and LOB users association.
    -  SELECT t0.LOB_USER_KEY, t2.USER_NAME, t3.PARTNER_KEY, t4.COMPANY_NAME, t0.SPONSOR_KEY FROM VCH_LOB_PARTNER t0 LEFT OUTER JOIN VCH_PARTICIPANT t1 ON t0.LOB_USER_KEY = t1.PARTICIPANT_KEY  LEFT OUTER JOIN VCH_COMPANY_USER t2 ON t1.COMPANY_USER_KEY = t2.COMPANY_USER_KEY LEFT OUTER JOIN VCH_PARTNER t3 ON t0.PARTNER_KEY = t3.PARTNER_KEY LEFT OUTER JOIN VCH_COMPANY t4 ON t3.COMPANY_KEY = t4.COMPANY_KEY  ORDER BY t0.SPONSOR_KEY, t0.LOB_USER_KEY
    
    Results will display LOB_USER_KEY, USER_NAME, PARTNER_KEY and COMPANY_NAME that are associated together.
  2. As a Sponsor Administrator, create one or more sponsor divisions. Use the following APIs for viewing and creating divisions.
    • List sponsor divisions with the REST API:
      GET
      https://<host>:<port>/mdrws/sponsors/<sponsorContext>/divisions/
      OR
      https://<host>:<port>/mdrws/sponsors/<sponsorContext>/sponsor/divisions/
    • Create sponsor divisions with the REST API:
      POST
      https://<host>:<port>/mdrws/sponsors/<sponsorContext>/divisions/
      OR
      https://<host>:<port>/mdrws/sponsors/<sponsorContext>/sponsor/divisions/
      Example
      {
          "name": "divisionName1"
      }
      
  3. As a Sponsor Administrator, use the POST method to assign LOB to selected division(s). This LOB user will have access to partners that are assigned to the same division with roles DIVISION_ADMIN (CRUD) or DIVISION_NON_ADMIN (Read only).
    https://<host>:<port>/mdrws/sponsors/<sponsorContext>/divisions/<division key>/actions/assignlob
    OR
    https://<host>:<port>/mdrws/sponsors/<sponsorContext>/sponsor/divisions/<division key>/actions/assignlob
    Example
    {
     	"lobs": [
    {
    "lobUserKey":"lob_participant_key1",
    "divisionRole":"DIVISION_ADMIN"
    },
    {
    "lobUserKey":"lob_participant_key2",
    "divisionRole":"DIVISION_NON_ADMIN"
    }
    ]
    }
    
  4. As a Sponsor Administrator, use the POST method to assign partners to a selected division(s).
    https://<host>:<port>/mdrws/sponsors/<sponsorContext>/divisions/<division key>/actions/assignpartner
    OR
    https://<host>:<port>/mdrws/sponsors/<sponsorContext>/sponsor/divisions/<division key>/actions/assignpartner
    Example
    {
    "partners":	[{
    "partnerKey":"partner_key_1"
    },
    {
    "partnerKey":"partner_key_2"
    }
    ]
    }
    
  5. As a Sponsor Administrator, use the GET method to read which LOBs and partners are assigned to a division.
    https://<host>:<port>/mdrws/sponsors/<sponsorContext>/divisions/<division key>/divisionlobs/
    OR
    https://<host>:<port>/mdrws/sponsors/<sponsorContext>/sponsor/divisions/<division key>/divisionlobs/
    https://<host>:<port>/mdrws/sponsors/<sponsorContext>/divisions/<division key>/divisionpartners/
    OR
    https://<host>:<port>/mdrws/sponsors/<sponsorContext>/sponsor/divisions/<division key>/divisionpartners/
  6. As a Sponsor Administrator, use the GET method to read which divisions an LOB is assigned to.
    https://<host>:<port>/mdrws/sponsors/<sponsorContext>/lobs/<lob key>/lobdivisions/
    OR
    https://<host>:<port>/mdrws/sponsors/<sponsorContext>/sponsor/lobs/<lob key>/lobdivisions/
  7. As a Sponsor Administrator, use the GET method to read which divisions a partner is assigned to.
    https://<host>:<port>/mdrws/sponsors/<sponsorContext>/partners/<partner key>/partnerdivisions/
    OR
    https://<host>:<port>/mdrws/sponsors/<sponsorContext>/sponsor/partners/<partner key>/partnerdivisions/