Notifications

To manage the notifications on the platform, you must go to the Configuration menu and click on Notifications. This section of the platform configuration manages the notifications sent during file or transaction processing.

The notifications management is restricted to specific roles. If you do not have access to this part of the platform and need to configure new notifications, please contact your administrator.

What is a notification?

On the Platform, a notification is a way the platform can communicate with users & other systems for all transactions & file status changes.

Notification list

Notification list

In the notification list screen, you can:

  • Choose the organization you want to use to display the notifications.

  • Filter the list to view a more restricted list of notifications or perform a search.

  • Create a new notification. For more details on how to create a new notification, please refer to the section: Email/File Notification creation.

  • Reload the table content by clicking the Refresh button.

By clicking on a specific notification from the list, you can:

  • Display the entire history of the selected notification transaction. All changes made to the notification since its creation are listed with the corresponding dates and the identity of the modifier.

  • Edit the selected notification information.

  • Delete the selected notification. You will be prompted to confirm this action. This action is final, please perform it with caution.

Email Notification creation

Select the organization associated with the notification, click on Create, and then click on Email.

Create new notification - Email

When creating a new email notification, you need to specify all of the following fields:

  • The category of the notification:

    • Payment - Only status changes on payment files/transactions can generate an email.

    • PSR - Only status changes on PSR files can generate an email.

    • Financial Message - Only status changes on financial messages (files without processing) can generate an email.

    • Dispatcher - Only status changes on files not already assigned to a flow can generate email.

  • For the type of notifications, please refer to the Notification Types section.

  • The flow/channel/input connectivity is associated with this notification. Only notifications for files and transactions sent through this flow/channel/input connectivity will be generated.

  • The medium is always pre-fill to Email.

  • The format is always pre-fill to HTML (Email format).

  • The file format of the message processed. Into the same flow/channel, notifications can be triggered for only one format.

  • The destination email addresses of the notification: You can provide more than one email address.

All fields are mandatory in the Email notification creation screen.

File Notification creation

Select the organization associated with the notification, click Create, and then File.

Create a notification - File

When creating a new file notification, you need to specify all of the following fields:

  • The category of the notification:

    • Payment - Only status changes on payment files/transactions can generate a notification file.

    • PSR - Only status changes on PSR files can generate a notification file.

    • Financial Message - Only status changes on financial messages (files without processing) can generate an email.

    • Dispatcher - Only status changes on files not already assigned to a flow can generate email.

  • For the type of notifications, please refer to the Notification Types section.

  • The flow/channel/input connectivity is associated with this notification. Only notifications for files and transactions sent through this flow/channel/input connectivity will be generated.

  • The medium is always pre-fill to File.

  • The format of the file you want to generate. This field refers to cartridge formats.

  • The file format of the message processed. Into the same flow/channel, notifications can be triggered for only one format.

  • The output connectivity of the notification: The file needs to be sent through a specific output.

All fields are mandatory in the File notification creation screen.

Notification types

Category Payment - File statuses

  • File - Reception: Notification generated once the system receives an inbound file payment message. The user needs to assign a specific Flow for which the notification will be generated.

  • File - Normalized: Notification generated after the normalization of an inbound file into the platform’s internal model, i.e. into transactions. After this normalization, the data is ready to apply flow engine logic. The user needs to assign a specific Flow for which the notification will be generated.

  • File - Rejected: Notification generated when an inbound or outbound file is rejected. The user needs to assign a specific Flow for which the notification will be generated.

  • File - To Approve: Notification generated if an inbound file is waiting for manual approval. The user needs to assign a specific Flow for which the notification will be generated.

  • File - Sent: Notification generated if an outbound file is successfully sent to the next correspondent. The user needs to assign a specific Flow for which the notification will be generated.

  • File - Failed: Notification generated if an inbound or outbound file is updated to the failed status during the processing. The user needs to assign a specific Flow for which the notification will be generated.

  • Inbound File - Dispatch Failed: Notification generated if an inbound file processed using specific input connectivity with the Dispatcher option ON is failing during the dispatcher transformation to determine the flow to choose (cartridge). The user needs to assign a specific Input Connectivity for which the notification will be generated.

Category PSR - PSR statuses

  • PSR - Received: Notification generated once the system receives an inbound file PSR message. The user needs to assign a specific Flow for which the notification will be generated.

  • File - Reconciled: Notification generated once an inbound or outbound file is reconciled by a PSR. The user needs to assign a specific Flow for which the notification will be generated.

Category Payment - Transaction statuses

  • Transaction - To Approve: Notification generated if a transaction is waiting for manual approval. The user needs to assign a specific Flow for which the notification will be generated.

  • Transaction - On Hold: Notification generated if a transaction is updated to the HOLD status. The user needs to assign a specific Flow for which the notification will be generated.

  • Transaction - To Correct: Notification generated if a transaction is sent to the correction queue waiting for a manual edition to be processed. The user needs to assign a specific Flow for which the notification will be generated.

  • Transaction - Rejected: Notification generated if a transaction is rejected during the processing. The user needs to assign a specific Flow for which the notification will be generated.

  • Transaction - Unapproved: Notification generated if one or several transactions are not approved before the end of the day. The User needs to specify when he wants to receive the notification. The user needs to assign a specific Channel/Schedule/Timezone for which/when the notification will be generated.

  • Transaction - In progress: Notification generated if a transaction is updated to the In Progress status. The user needs to assign a specific Flow for which the notification will be generated.

  • Transaction - Completed: Notification generated if a transaction is updated to the Completed status. The user needs to assign a specific Flow for which the notification will be generated.

  • Transaction - Final status: Notification generated if a transaction is on Rejected or Planned status. The user needs to assign a specific Flow for which the notification will be generated.

  • Transaction - Cancelled: Notification generated if a transaction is canceled. The user needs to assign a specific Flow for which the notification will be generated.

Category Financial Message - File statuses

  • File - Reception: Notification generated once the system receives an inbound file payment message. The user needs to assign a specific Flow for which the notification will be generated.

  • File - Rejected: Notification generated when an inbound or outbound file is rejected. The user needs to assign a specific Flow for which the notification will be generated.

  • File - To Approve: Notification generated if an inbound file is waiting for manual approval. The user needs to assign a specific Flow for which the notification will be generated.

  • File - Sent: Notification generated if an outbound file is successfully sent to the next correspondent. The user needs to assign a specific Flow for which the notification will be generated.

  • File - Failed: Notification generated if an inbound or outbound file is updated to the failed status during the processing. The user needs to assign a specific Flow for which the notification will be generated.