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KI-139

Incorrect relationship roles between accounts and related contacts

Created date

05/19/2025

Updated date

05/19/2025

Status

Backlog

Related work item

PJN-3957

Description

When relationship roles are configured for the care team members on a care plan and an account is related to more than one contact, all of the related contacts are automatically assigned the same relationship role for the account. In other words, if two or more Relationship Role Configuration (mvn__PJN_Relationship_Role_Configuration__mdt) metadata records look up to the same Case Field Configuration (mvn__PJN_Case_Field_Configuration__mdt) metadata record, all of the relationships that are created from the configurations will be given the same role, even if specific reciprocal roles exist for each combination.

Affects version(s)

Komodo Care Connect V2.2.3 & Spring '25

Impacted capabilities

N/A

Steps to reproduce

  1. (Prerequisite) Ensure that the out-of-the-box AccountId (PJN_Patient) Case Field Configuration metadata record exists in your org. If not, create it manually:

    1. Set the Label field to AccountId.

    2. Set the Case Field Configuration Name field to PJN_Patient.

    3. Set the Account Record Type (mvn__PJN_Account_Record_Type__c) field to PJN_Patient.

    4. Set the Case Team Role Mapping (mvn__PJN_Case_Team_Role_Mapping__c) field to Patient.

    5. Set the Case Field API Name (mvn__PJN_Case_Field_API_Name__c) field to AccountId.

    6. Set the Reciprocal Role (mvn__PJN_Reciprocal_Role__c) field to Patient.

  2. (Prerequisite) Ensure that the out-of-the-box Caregiver (PJN_Caregiver) Case Field Configuration metadata record exists in your org. If not, create it manually:

    1. Set the Label field to Caregiver.

    2. Set the Case Field Configuration Name field to PJN_Caregiver.

    3. Set the Account Record Type (mvn__PJN_Account_Record_Type__c) field to PJN_Caregiver.

    4. Set the Case Team Role Mapping (mvn__PJN_Case_Team_Role_Mapping__c) field to Caregiver.

    5. Set the Case Field API Name (mvn__PJN_Case_Field_API_Name__c) field to mvn__PJN_Caregiver__c.

    6. Set the Reciprocal Role (mvn__PJN_Reciprocal_Role__c) field to Caregiver.

  3. (Prerequisite) Ensure that the out-of-the-box Patient-Caregiver (Patient_Caregiver) Relationship Role Configuration metadata record exists in your org. If not, create it manually:

    1. Set the Label field to Patient-Caregiver.

    2. Set the Start From Account (mvn__PJN_Start_From_Account__c) field to the AccountId (PJN_Patient) Case Field Configuration metadata record.

    3. Set the Connect To Account (mvn__PJN_Connect_To_Account__c) field to the Caregiver (PJN_Caregiver) Case Field Configuration metadata record.

  4. (Prerequisite) Ensure that the following out-of-the-box Reciprocal Role (HealthCloudGA__ReciprocalRole__c) records exist. If not, create them manually under the Contact Role (ContactRole) record type:

    1. A record where the Role (Name) field equals Patient while the Inverse Role (HealthCloudGA__InverseRole__c) field equals Caregiver.

    2. An inverse record where the Role (Name) field equals Caregiver and the Inverse Role (HealthCloudGA__InverseRole__c) field equals Patient. This should be created automatically because the Create Inverse Role (HealthCloudGA__CreateInverseRole__c) field defaults to true.

  5. Create a new custom Relationship Role Configuration metadata record. For example:

    1. Set the Label field to Patient-Physician.

    2. Set the Start From Account (mvn__PJN_Start_From_Account__c) field to the AccountId (PJN_Patient) Case Field Configuration metadata record.

    3. Set the Connect To Account (mvn__PJN_Connect_To_Account__c) field to the Physician (PJN_Physician) Case Field Configuration metadata record.

  6. Create new custom Reciprocal Role records. For example:

    1. A record where the Role (Name) field equals Patient while the Inverse Role (HealthCloudGA__InverseRole__c) field equals Physician.

    2. An inverse record where the Role (Name) field equals Physician while the Inverse Role (HealthCloudGA__InverseRole__c) field equals Patient. This should be created automatically because the Create Inverse Role (HealthCloudGA__CreateInverseRole__c) field defaults to true.

  7. Create a patient account, a caregiver account, and a physician account.

  8. Enroll the patient into a care plan with the caregiver and physician.

  9. Open the patient’s Care Map (i.e., Household) subtab. In the Related Contacts card, all of the contacts appear with the same role.

Workaround

None

Fix version

Resolution notes