Content

Purpose

Meet the needs of Legal Departments of companies to Manage Contingencies, Power of Attorneys and Societal Documents, and facilitate the relationship with partner offices and provide greater synergy between Accounting and Human Resources.

Provide great organization and management of information belonging to the company's sectors and businesses, increasing the reach of the Legal Department, aligning it to the company's business strategy, making it the holder of information required in strategic decision making, independently from other offices.

Apart from following up processes with constantly updated data, it allows total control over the value of services provided.

This way, it offers the following results:

- Optimization of intellectual production;
- Effective contingency management;
- Improved performance analysis of external offices;
- Easy information exchange with HR;
- Updated process information;
- Electronic process and knowledge base.

Technical Data

Some features that enable the system administrator to customize the system according to its needs:

The feature Attachment makes it possible to attach a document via GED (Electronic Document Manager) and you may add it to any routine.

To use this routine you must integrate the tool Interwoven and Microsiga through a Delphi project (DLL for integration between languages).

The folder GEDIntegration is used to save the project.

This folder contains the directory structure Repository\FrameWork\Components\Imanage to add the Interwoven Delphi components.

The name of the DLL generated is SIGAGEDW.dll and it is located on the same folder as the executable file TotvsSmartClient.exe.

Feature - Attachment
Open	Display a document, already attached, for you to read.
Import	Display screen with documents, allowing you to select a document and attach it to the routine. Select a document from the local machine, import it to the worksite and to attach it to the record.
Attach	Display the screen with the documents, allowing you to select a document and attach it to the routine. Select a document already imported in the worksite to attach it to a record.
Unattach	Delete attached documents.
Exit	Exit the Attachment screen.

Note

Completion Rules

Routine Caption

Field Grouping

Note

The system offers a specific search by key word in some routines of the system, which allows you to search the columns listed in the query without needing to select an index, use special characters or lower/upper case letters.

Parameters/Configurations

Note

You may edit parameters in the routine Parameters of the Configurator module.

Parameters used in the Legal Management module of Microsiga Protheus® are:

Name	Description	Content
MV_ECMEMP	Code of company for integration with ECM.
MV_ECMPSW	Enter password of user with administration privilege on ECM.
MV_ECMURL	Enter URL of integration with ECM.
MV_ECMUSER	User with administration privilege on ECM.

Parameter name	Description	Default Content
MV_JAJUENC	Define which reason to enter to add stages to closed processes
MV_JALCADA	Use scope control of the Purchase module? 1-Yes 2-No	2
MV_JALTCT	Adjust contract information when editing client's default data? .T. True - Adjustment .F. False – No adjustment.	.T.
MV_JANDAUT	Receive stages automatically. 1-Yes; 2-No	2
MV_JANDCAN	Restrict manipulation of entries regarding stages? 1- Yes; 2 - No.	2
MV_JANDEXC	Define if it stops receiving stages automatically when the process finishes 1-Yes; 2-No.	1
MV_JAPROVE	Enter default Approval Group used in Guarantee approval.
MV_JATLIMI	Display message to confirm field update when registering a stage as temporary injunction? 1- Yes; 2 - No.	1
MV_JATOAUT	Code of procedural act used to include Stages automatically.
MV_JAVALIA	Enable evaluation of participation of accredited attorneys, involved parties, and representatives on follow-up? 1- Yes; 2 - No.	1
MV_JBLQDIS	Block record addition/edition when the date is before distribution date? 1-Yes; 2-No.
MV_JBLQDTF	Block record addition/edition when the date is after current date? 1-Yes; 2-No.	2
MV_JBLQFER	Allow including follow-ups in weekends and holidays? 1- Yes; 2 - No.	2
MV_JBLQINC	Block edition of Prognosis and Object fields when the process in an Incident? .T. True - Block .F. False – No block.	.F.
MV_JBSIZE	Define percentage for grid in a FMWBrowse in SIGAJURI for resolutions 800, 1024 and 120 DPIs.	60,70,80
MV_JCAGENC	Enter code of bank branch indicated upon creation of automatic surveys when financial/accounting integration is active.
MV_JCASO1	Define numbering sequence of Case. 1-By client; 2-Regardless of client.	1
MV_JCASO2	Reuse blanks in numbering? .T. True - Reuse .F. False – Do not reuse	.F.
MV_JCASO3	Preserve number of original Case in case relocation? .T. True - Maintain .F. False – Do not maintain.	.F.
MV_JCAWFCO	Model path of html of correspondent acceptance workflow.	\WORKFLOW\MODELOS\ACEITE_CORRESPONDENTE.HTM
MV_JCBANCO	Enter code of bank when creating automatic survey with active financial/accounting integration. Example: 033 (Santander Bank)
MV_JCCONTA	Enter number of checking account indicated upon creation of automatic surveys when financial/accounting integration is active.
MV_JCDWFCO	Code of correspondent acceptance workflow process registered in workflow configurator.	000001
MV_JCFGFIX	Indicate of search settings have Fixed or Configurable fields. .T. True - Fixed .F. False – Configurable.	.F.
MV_JCLDTFP	Enter number of months prior to the due date of the grant to calculate the final date of the protocol.	12
MV_JCLDTIP	Enter number of months prior to the due date of the grant to calculate the initial date of the protocol.	6
MV_JCMOPRO	Code of currency - if not entered - used on provision update in Legal Matter.	01
MV_JCNATUT	What is the financial nature of the indexation and interest values of the surveys? Example: 01NATLEV
MV_JCRYSER	Define if Crystal report is generated by Server or Smartclient. .T. True - Server; .F. False – Smartclient. (Discontinued after deployment of FWMSPrinter technology)	.F.
MV_JCTBFIN	Is the accounting of surveys via Accounting or Financial module? 1- Accounting; 2 - Financial.	1
MV_JCTIPOT	What is the type of bill for indexation and interest values of surveys?	NDF
MV_JDESCLI	Enter Ledger Account used for clients' expenses.
MV_JDISURL	Enter address of distribution webservices.
MV_jDISUSR	Enter login which will receive distributions.
MV_JDOCPAI	Document ID Code in root folder where Legal documents structure is created.
MV_JDOCUME	Enter type of attachment integration: 1-Worksite; 2-Knowledge base. 3-Fluig	1
MV_JDTENCE	Number of days to enter closing date.
MV_JDTENTR	Number of days to enter entry date.	0
MV_JDTVLMO	You must enter the fields: Date, Currency, and Amount? Yes; No.	1
MV_JENCACR	Define type of proceeding termination when registering an Agreement. 1- Automatic; 2 - Manual.	2
MV_JENCAUT	Automatically close when process finishes? 1- Yes; 2 - No.	2
MV_JENCINC	Close Incidents automatically? 1- Yes; 2 - No.	1
MV_JENVENT	Enable fixed registration of involved parties from external entity information? 1-Yes; 2-No.	1
MV_JENVTAB	Indicate if registration of Involved parties is fixed, thus requiring entering Client and Store. 1- Yes; 2 - No.	2
MV_JEXPPTA	Enable custom export by type of Legal Matter? 1- Yes; 2 - No.	1
MV_JFLSUBP	Name of folders created from the Case folder. (separate names with ;)
MV_JFLTPED	Is the field Funds Request of the Order with Value filtered by the Legal Matter object? 1- Yes; 2 - No.	2
MV_JFLUIGA	Is the integration with Fluig active? 2=Yes; 2=No	2
MV_JFLXCOR	Correspondent flow by follow-up or Legal Matter? 1 - Follow-up; 2 - Legal Matter	1
MV_JFTJURI	Do you have to enter Billing Office and Fee Table in the customer's register due to integration between JURI and PFS? 1- Yes; 2 - No.	1
MV_JGEDATU	Enable document update between bases? 1- Yes; 2 - No.	1
MV_JGEDBMA	Is the invoice broken down when the amount exceeds the amount in the contract? .T. True – Ask operator; .F. False - Do not ask operator.	.T.
MV_JGEDBME	Is the invoice broken down when the amount is lower than the amount in the contract? .T. True – Ask operator; .F. False - Do not ask operator.	.T.
MV_JGEDDAN	Define name of database for documents in progress.
MV_JGEDDEN	Define name of database for closed documents.
MV_JGEDDLL	Define .dll for integration with GED (Worksite).	SIGAGEDW.dll
MV_JGEDSEN	Define Server for closed documents.
MV_JGEDSER	Define GED Server (WORKSITE).
MV_JGEDTL	Enable Trust Login on integration with GED (WORKSITE)? .T. True; .F. False	.T.
MV_JHBPESA	Enable Stage search screen? 1- Yes; 2 - No.	1
MV_JHBPESD	Enable Cost and Expense search screen? 1-Yes; 2-No	2
MV_JHBPESF	Enable Follow-up search screen? 1- Yes; 2 - No.	1
MV_JHBPESG	Enable Guarantee/Court Order search screen? 1- Yes; 2 - No.	2
MV_JHEXPO	Remove dash and use grouping line in custom export? 1- Yes; 2 - No.	1
MV_JIMPAUT	Enable automatic document import? 1- Yes; 2 - No.
MV_JIMWFCO	Path with image displayed in the correspondent acceptance workflow html.	http://www.totvs.com/sites/all/themes/totvs/logo.png
MV_JINDPSW	Indicate password used to download index updates from TOTVS repository
MV_JINDUSR	Indicate user/login used to download index updates from TOTVS repository
MV_JINDPSW	Indicate password used to download index updates from TOTVS repository
MV_JINSTST	Does the publication imported to Stage Register as Sentence have the field Instance completed with the current Instance? 1- Yes; 2 - No.	2
MV_JINTERH	Integrate with HR? 1- Yes; 2 - No.	2
MV_JINTJUR	Enable legal base integration? 1 - Active; 2 - Inactive	2
MV_JINTVAL	Use integration of values with Financial and Accounting modules? 1- Yes; 2 - No	2
MV_JKPASS	Define password to connect with Kurier Webservice.
MV_JKURL	Define a Kurier Webservice URL for connection.
MV_JKUSER	Define a user for Kurier Webservice connection.
MV_JLEVGAR	Close process only when judicial amount of Guarantee is zero (0)? 1-Yes; 2-No.
MV_JLFORNT	Which is the supply store to enter in automatic creation of recoveries with active financial/accounting integration?
MV_JNATDES	Indicate nature of expense used when saving bill to Accounts Payable.
MV_JNATGAR	Indicate nature of guarantee used when saving bill to Accounts Payable.	IRF
MV_JNRCCAS	Define code of field Custom of GED (WORKSITE) Case.
MV_JNRCCLI	Define code of field Custom of GED (WORKSITE) Client.
MV_JNT4CLI	Show clients the stages when importing publication? 1-Yes; 2-No.
MV_JNT4FAS	Enter code of Procedural Stage used in publication import.	001
MV_JNUCLI	Use gaps in Client numbering? .T. True - Use .F. False – Do not use.	.T.
MV_JNUMCNJ	Validate CNJ number in case number? 1=Yes; 2=No.	2
MV_JNUMPRO	Block entering case number twice? 1- Enable; 2 - Disable.	2
MV_JOBRENC	Is the completion of fields in the Closing tab mandatory? 1- Yes; 2 - No	2
MV_JOBRENV	Completing fields Client and Store in Involved Party is mandatory: 1-Enabled; 2-Disabled.	2
MV_JORDENA	Enter search order and process report: 1-Client\Store\Case; 2-Author\Defendant.	1
MV_JPERLEV	What is the percentage over guarantee amount allowed in survey.
MV_JPESPEC	Enable field General Search to filter information of Proceeding Number; Name of Involved Party and Object Detailing in research and projects. 1- Yes; 2 - No.	2
MV_JPROCFW	Suggest inclusion of a follow-up after process registration?	2
MV_JPWDEXT	User password to attach documents in worksite through SmartClientHTML (External).
MV_JQMES1A	Number of months to estimate the end of the proceeding, from the date of 1st instance.
MV_JQMES2A	Number of months to estimate the end of the proceeding, from the date of 2nd instance.
MV_JQMESDT	Number of months to estimate the end of the proceeding, from the distribution date.
MV_JQMESTS	Number of months to estimate the end of the proceeding, from the date of Superior Court sentence.
MV_JQTDIAC	Number of days to accept correspondent when a follow-up is sent to them.	5
MV_JRELCON	Enter code of type of involvement to consider in report. If there is more than one code, separate using bars (/).
MV_JRESUFW	Define a default code for follow-up outcome to add.	001
MV_JRSTCAD	Enter if basic register restriction is active. 1-Yes; 2-No.	1
MV_JRTPAS	Restrict by Type of Legal Matter when searching proceedings to attach? 1-Yes; 2-No.
MV_JSIWFCO	Path of site opened when you click on the image of the correspondent acceptance workflow html.	http://www.totvs.com/
MV_JSOCAND	Enter code of Involved Party Status register as: In Progress.
MV_JSUGPRO	Automatically suggest prognostic according to object? 1- Yes; 2 - No..	2
MV_JTER95B	Enter code of Type of Involvement for corporate report. If there is more than one code, separate using bars (/). Example: 01/02/03.
MV_JTETVCO	Enter code of type of involvement to hold concessions. If there is more than one code, separate using bars (/). Example: 01/02/03/04
MV_JTHEDTM	Record Overtime (OT) on the day of first register, when type of overtime of the next day is the same and the content of parameter MV_APHEDTM is S? 1- Yes; 2 - No.
MV_JTLATVR	Enter which screen the system displays for update when you register a stage as sentence. 1-Process values; 2-Values in discussion.
MV_JTPANAU	Operation method of automatic progress routine. 1-By proceeding; 2-By instance.	1
MV_JTPDOC	Enter type of legal document; <R> Network; <G> GED (Worksite).	G
MV_JTPENAC	Enter which code of closing reason to suggest when a new agreement is entered.
MV_JTPIMP	Enter type used in file import: 1-XML; 2-Kurier; 3-Both;
MV_JTPLEAU	Enter code of Type used in the Automatic Guarantee Survey.
MV_JTPSGAR	Enter Type of Relationship between guarantee and court order to calculate judicial balance: 1 - With attachment; 2 - No attachment.	1
MV_JTRFWDR	Block retroactive follow-up? 1- Yes; 2 - No.	1
MV_JTRVADT	Block inclusion of Stages with date before or after distribution date? 1- Yes; 2 - No.	1
MV_JTRVEMP	Lock field Company in Involved Parties screen when option Client says 'No'? 1-Yes; 2-No.	2
MV_JTVCONC	Enable locking Concessions per Partner? 1-Yes; 2-No
MV_JTVENAN	Block operations on Stage screen when the process closes? 1- Yes; 2 - No.	1
MV_JTVENDP	Block operations on Expense screen when process closes? 1-Yes; 2-No.	1
MV_JTVENFW	Block operations on the Follow-up screen when the process closes? 1- Yes; 2 - No.	1
MV_JTVENGA	Block operations on the Guarantee screen when the process closes? 1- Yes; 2 - No.	1
MV_JTVENJF	Enable justified editing of screens blocked in Process Closing? 1- Yes; 2 - No.	1
MV_JTVENPD	Block operations on the Orders screen when the process closes? 1- Yes; 2 - No.	1
MV_JTVENPH	Block operations on the HR Docs Order when the process closes? 1-Yes; 2-No.	1
MV_JTVENPR	Block operations on the Process screen when it is closed? 1- Yes; 2 - No.	1
MV_JVLPROV	Indicate if the provision amount is the amount indicated in the Process (1) or if it comes from the orders' value screen (2)
MV_JTVRSEN	Does the system display the confirmation message to update values when you register a Stage as Sentence? 1- Yes; 2 - No.	1
MV_JURHS1	Enable saving histories? .T. True - Yes .F. False – No.	.T.
MV_JURHS2	Edit registers / adjust history from previous month? .T. True – Year-Month before the current one. .F. False – Current year/month and updated histories are cleared.	.T.
MV_JURHS3	Use history for Client/Case participations? .T. True - Use .F. False – Do not use.	.T.
MV_JURLAN1	Enter number of business days to enter expenses of closed cases.	10
MV_JUSREXT	User to attach documents in worksite through SmartClientHTML (External).
MV_JVINCAF	Enable association between Stages and Follow-ups? 1- Yes; 2 - No.	1
MV_JVLENOB	Is completing the field Involved Value mandatory? 1- Yes; 2 - No.	2
MV_JVLHIST	Indicate if indexation historic values are saved. 1-Yes, 2-No.	1
MV_JVLPROV	Indicate if the provision amount is the amount indicated in the Process (1) or if it comes from the orders' value screen (2).	1
MV_JVLRCO	Define if simplified or complete version with all tabs is used in the value/orders screen. 1-Complete; 2-Simplified.	2
MV_JWFAPRV	Parameter that records the ID of the workflow of activity approval created on Fluig.
MV_JWFCONS	Parameter that records the ID of the workflow of activity query/opinions inclusion created on Fluig.
MV_JWSPESQ	Activate Client/Case filter on GED (WORKSITE) search? 1- Yes; 2 - No.	2

Updates

Menu options are:

Queries

Menu options are:

Generic

Miscellaneous

Menu options are:

Completion Rules
Routine Captions
Field Grouping
Legal Integration Log
Publication Import Log
Integration Fluig

Páginas filhas

Legal Management - Protheus 12

Content

Purpose

Parameters/Configurations

Updates

Queries

Miscellaneous