What is the Reboarding Batch?


The Reboarding Batch is an automatic background process that helps import all existing annuities from Pavis into Equinox Corporate+ for clients who were already Pavis customers before activating their integration with Equinox.

This batch ensures that all historical and ongoing renewals (past, current, and upcoming) are synchronized, so users don’t lose track of renewals already being handled by Pavis.



When a client begins using Equinox Corporate+ with Pavis already managing their renewals, the system initially has no records of those older annuities.
Without the Reboarding Batch:

  • You would see missing renewal records in EC+.

  • Future renewals could not be linked properly to their past history.

  • Automated processes like cloning and standing orders would not work correctly.

The Reboarding Batch fills this gap by pulling every renewal record (past and future) directly from Pavis, using a History Request (GET HISTORY).




How It Works Technically

The batch retrieves renewals based on two timeframes:

1. Past Renewals (within 12 months)

  • The batch checks renewals with due dates in the past 12 months.

  • It retrieves records with payment statuses:

    • 01 – New Order

    • 03 – Payment in Progress

    • 05 – Paid

    • 06 – Completed

  • It ignores:

    • 02 – Rejected

    • 04 – Cancelled

These past renewals are created in EC+ with their final status and amounts.

2. Current and Future Renewals

  • The batch retrieves annuities due today or in the future.

  • It updates or creates renewals accordingly:

    • 01 → New Order (Not yet processed)

    • 03 → Payment in Progress

    • 05 → Paid

    • 06 → Completed

    • 04 → Cancelled (set as “Do not pay – Abandon”)

If Pavis doesn’t return any record, the renewal remains as New Order in EC+



How the Batch Handles Special Cases

Multiple Payments or Orders

If several orders exist for the same renewal:

  1. EC+ keeps the record with the most advanced payment status.
    Priority:
    Completed → Paid → In Progress → New Order → Cancelled

  2. If multiple records have the same status, EC+ selects the one with the highest fee (to ensure the paid record is kept).

US Cases and Multi-Year Cadence

Some countries (like the US) renew at specific intervals
The batch automatically:

  • Retrieves only the valid payable annuities (e.g., year 8, 12, 16).

  • Ignores “rejected” years (non-payable).




Tips for Solution Engineer: to launch reboading batch, you need to schedule the class "RenewalReboardingBatch"