Client External Assignment
Description
The ClientExternalAssignment node reifies the external team role relationship between a client and an external contact, such as a manager or an attorney.
It links a client party (via a HAS_EXTERNAL_ASSIGNMENT relationship) to an external contact (via an ASSIGNED_TO relationship) and carries the specific external team role (via a HAS_EXTERNAL_TEAM_ROLE relationship) that the contact plays on the client’s team.
Temporal properties on relationships allow tracking of changes over time without cluttering the node with time-bound data.
The following example shows a party, Joe Client, with a client role, and an external assignment to Jane Manager, who has a contact role and a personal manager external team role:
Label
:ClientExternalAssignment
Properties
| Property | Description | Type |
|---|---|---|
| id | A unique identifier for this external client team assignment node | string (uuid) |
| createdBy | the person or process that created the node | string |
| createdDate | dateTime | |
| modifiedBy | the person or process who last modified the node | string |
| modifiedDate | dateTime |
Valid team roles include:
Key
id
Relationships
The HAS_EXTERNAL_ASSIGNMENT relationship connects a client party to the :ClientExternalAssignment nodes.
The ASSIGNED_TO relationship connects a :ClientExternalAssignment node to a :Party external contact node.
The HAS_EXTERNAL_TEAM_ROLE relationship connects a :ClientExternalAssignment node to an ExternalTeamRole node.