Index
Purpose
Currently, you must add all lawsuits manually and, although some tools can help you with this input, such as the Processes Model, this is still an activity that takes up many office resources.
The main goal is to reduce the time users spend entering lawsuit information, using data from contracted companies that provide information on the lawsuits distributed to these companies, and that, in some cases, are yet to be subpoenaed.
Having access to such information represents a strategic advantage when seeking out-of-court settlements, for example, even before the company subpoena, dramatically reducing costs for the legal department or company involved.
Thus, the legal department or office of the company may dedicate their time to more managerial activities, with greater added value.
| Preconditions |
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For the system to work effectively, configure parameter MV_JDISURL.
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For the system to work effectively, configure parameter MV_JDISUSR. |
Mental Map
In the main routine page, find the following options:
When accessing this routine, view the initial configuration screen of the import. At this point, define it by option Questions. Fill out the data in accordance with the instructions provided in Main Fields. See also the features available in Other Actions. After defining the content of the questions, click Execute.
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The options available are: - Start Date?
- End Date?
- Consolidator?
- Legal Matter Type?
The maximum period allowed is 30 days. |
Use default query, accessed via magnifying glass or the F3 key. |
When you click this option, the system displays in columns the data for: - Branch.
- Program.
- User.
- Date.
- Time.
- Log.
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Assignment - PresentationThe assignments are divided in tabs arranged thus: The fields marked with (*) are required. Fill out the information in accordance with the instructions described in Main Fields. At the bottom the assignment of information is done in tabs divided as follows:
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The fields marked with (*) are required. Fill out the information in accordance with the instructions described in Main Fields.
The presentation is done in grids, distributing the information accordingly: Legal Matters - Section - Details
- Section - Values
- Section - Closing
Parties Involved Instances
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The fields marked with (*) are required. Fill out the information in accordance with the instructions described in Main Fields. Addition of progress and follow-ups included in the import of assignment.
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The fields marked with (*) are required. Fill out the information in accordance with the instructions described in Main Fields.
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You can only view these tabs when placing the cursor on tab Summary.
Assignments ReceivedThe fields marked with (*) are required. Fill out the information in accordance with the instructions described in Main Fields.
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Assignments ImportedFill out the information in accordance with the instructions described in Main Fields. |
Assignments DeletedFill out the information in accordance with the instructions described in Main Fields. |
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Other Actions
The features available in Other Actions are:
When you access this option, the system displays a screen with the registered key words. Double click an available word or conduct a search. The filter locates the information in tab Assignments Received by searching all rows for the key selected. Click Filter to continue or Cancel. |
This feature creates or replaces the process model, using data from tabs Required Fields, Progress e Follow-ups. When you enable this option, you are required to name the model you are creating. Click OK to continue or Cancel |
When you enable this option, the system displays a query with all models related to the Legal Matter types used in assignment. Select one or more and notice that tab Required Fields is loaded with the data of the model. In this option, the system displays a screen to Load Model, saying: "This routine replaces the data onscreen for an existing legal matter model. Confirm it?" The options are No to not replace them or Yes to proceed. |
We use this option to import a received assignment, creating for it a Legal Matter with Progress or Follow-up, depending on the information entered onscreen. To use this option, first indicate the received assignment you wish to import. After selecting and importing the assignment, view the information in tab Assignments Imported with the number of the Legal Matter created fro this assignment. |
To use this option, first double click the assignment, then delete it. You can view the assignment deleted in tab Assignments Deleted.
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To restore a assignment you have deleted, access the information of tab Assignments Deleted and select one or more assignments. Use option Restore and notice that the assignment has returned to tab Assignment Received. |
Use this option to clear all the data onscreen. |
It allows searching information by using filters that put it in order in accordance with the index selected, considering, for example, branch+code. |
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Main Fields 
| Field | Description | Qty Received
| Field with the quantity of assignments received. | | Qty Imported | Field with the quantity of assignments imported. | | Qty Deleted | Field with the quantity of assignments deleted. | | Process | Field with the number of the lawsuit. | | Occurrence | Field with the type of occurrence. | | Defendant | Field with the name of the defendant. | | Author | Field with the name of the author. | | Value | Field with the value. |
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Double click the row with the corresponding assignments. | Field | Description | Code
| Information regarding the code. | | Matter Code | Information for the matter code. | | Assignment Date | Information for the date of case assignment. | | Receipt Date | Information for the date of receipt. | | Term | Information regarding the term. | | Trial Court | Information regarding the trial court. | | Lawsuit | Information regarding the lawsuit. | | Occurrence | Information regarding the occurrence. | | Defendant | Information regarding the defendant. | | Author | Information regarding the author. | | Jurisdiction | Information regarding the jurisdiction. | | District Court | Information regarding the district court. | | City | Information regarding the city. | | Value | Information regarding the value. | | Lawyer | Information regarding the lawyer. |
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Double click the row with the corresponding assignments.
| Field | Description | Code
| Information regarding the code. | | Matter Code | Information for the matter code. | | Assignment Date | Information for the date of case assignment. | | Receipt Date | Information for the date of receipt. | | Term | Information regarding the term. | | Trial Court | Information regarding the trial court. | | Lawsuit | Information regarding the lawsuit. | | Occurrence | Information regarding the occurrence. | | Defendant | Information regarding the defendant. | | Author | Information regarding the author. | | Jurisdiction | Information regarding the jurisdiction. | | District Court | Information regarding the district court. | | City | Information regarding the city. |
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| Marque com duplo clique a linha com a distribuição correspondente. | Field | Description | Code
| Information regarding the code. | | Matter Code | Informação for the matter code. | | Assignment Date | Information for the date of assignment. | | Receipt Date | Information for the date of receipt. | | Term | Information regarding the term. | | Trial Court | Information regarding the trial court. | | Lawsuit | Information regarding the lawsuit. | | Occurrence | Information regarding the occurrence. | | Defendant | Information regarding the defendant. | | Author | Information regarding the author. | | Jurisdiction | Information regarding the jurisdiction. | | District Court | Information regarding the district court. | | City | Information regarding the city. |
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| Campo | Descrição | Client Code
| Use the magnifying glass or the F3 key to access the default query. | | Store | In this field, enter the store of the client. | | Case Number | Use the magnifying glass or the F3 key to access the default query. | | Co-plaintiff | Select 1-Yes or 2-No | | Office Code | Use the magnifying glass or the F3 key to access the default query and select the office. | | Legal Area Code | Use the magnifying glass or the F3 key to access the default query and select the legal area. | | Partner Acronym | Use the magnifying glass or the F3 key to access the default query and select the coordinator in charge. | | Lawyer Acronym | Use the magnifying glass or the F3 key to access the default query and select the lawyer. | | Intern Acronym | Use the magnifying glass or the F3 key to access the default query and select the intern. | | Proceeding Code | Use the magnifying glass or the F3 key to access the default query and select the proceeding. | | Object Code | Use the magnifying glass or the F3 key to access the default query and select the object. | | Object Detail | Use the magnifying glass or the F3 key to access the default query and enter the object detail. | | Prognostic Code | Use the magnifying glass or the F3 key to access the default query and enter the code of prognostic. | | Case Value Date | Enter the corresponding date for the value of the case. | | Case Currency Code | Use the magnifying glass or the F3 key to access the default query and enter the currency code for the case. | | Case Value | Enter the value of the case. | | Correction Method | Use the magnifying glass or the F3 key to access the default query and enter the code of correction method. | | Procurement Date | Enter the date of procurement. | | Proc. Currency Code | Use the magnifying glass or the F3 key to access the default query and enter the code of procurement value currency. | | Closing Date | Enter the date of closing. | | Source Entity | It indicates the entity of source of the information to be loaded to the parties involved table. | | Party | Select from: 1-Plaintiff 2-Defendant 3-Interested Third Party. 4-Partnership Involved. 5-Corporate Interest. 6-Administration | | Involved Party Type | Use the magnifying glass or the F3 key to access the default query and select the code of involved party type. | | Instance | Select from: 1- Lower court. 2- Appeals court. 3- Higher Court. | | Lawsuit Number | Enter the number of lawsuit. | | Legal Nature | Use the magnifying glass or the F3 key to access the default query and select the description of legal nature code. | | Action Type Code | Use the magnifying glass or the F3 key to access the default query and select the code for action type. |
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| Field | Description | Progress Date
| Enter the date of progress. | | Act Code | Use the magnifying glass or the F3 key to access the default query and select the code of the act. | | Act Descr. | In this field, enter a description of the procedural act. |
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| Field | Description | Follow-up Dt.
| Field with the quantity of assignments received. | | Type | Use the magnifying glass or the F3 key to access the default query and select the type. | | Result Code | Use the magnifying glass or the F3 key to access the default query and select the code of result. | | Part Acronym | Use the magnifying glass or the F3 key to access the default query and select the acronym of participant. |
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