Edit SWIFT Messages

Edit online

About this task

To find messages in Ready to Edit status (Editor role task) so you can edit them:

Note: If you click Cancel in the SWIFT Document Editor, you will be asked for a confirmation. Click Yes on the Confirmation dialog box and a Cancel screen with a status bar is displayed. Once the status of the cancellation is complete, click Return to return to the main page

Procedure

  1. From the Administration menu, select Business Process > Monitor > Advanced Search > EDI Correlation.
  2. In the Search Options area, specify the following search criteria, as appropriate:
    Field Description Action
    All Level Options
    Location EDI correlations maintained in a specific location. Select Live Tables – Display live (active) EDI correlations.
    Search Level Type EDI processing level. Select Transaction – For the search query, display results from the transaction level.
    Test Mode Mode of the Sterling B2B Integrator system where documents that contain the EDI correlations were created. If desired, select one of the following options:
    • Any (default)
    • Test
    • Production
    • Information
    • Interchange is a test
    • Syntax only test
    • Echo request
    • Echo response

    Optional.
    Direction Flow of the documents that contain the EDI correlations. If desired, select one of the following options:
    • Any (default)
    • Inbound
    • Outbound

    Optional.
    Sender ID ID for the organization that is sending documents. Type the identifier of the sender. Optional.
    Receiver ID ID for the receiving organization. Type the identifier of the receiver. Optional.
    Sender ID Qualifier Qualifier used with the Sender ID to define the organization that is sending documents. Type the qualifier of the sender. Optional.
    Receiver ID Qualifier Qualifier used with the Receiver ID for the receiving organization. Type the qualifier of the receiver. Optional.
    Start Date Documents in progress or completed after the specified start date and time. Using the following formats, type a starting date and time range and select A.M. or P.M.:
    • Date – MM/DD/YYYY
    • Time – HR:MN:SC
    Note: Defaults to a range of the last 24 hours.

    Optional.
    End Date Documents in progress or completed before the specified end date and time. Using the following formats, type an end date and time range and select A.M. or P.M.:
    • Date – MM/DD/YYYY
    • Time – HR:MN:SC
    Note: Defaults to a range of the last 24 hours.

    Optional.
    Transaction Level Options
    Transaction Set ID ID of the transaction set indicated in the document. If desired, type the ID of the transaction set. Optional.
    Compliance Status Status of compliance checking at the transaction set level. If desired, select one of the following options:
    • Any (default)
    • OK
    • NOT OK

    Optional.
    Message Repair Status Status of message repair (for SWIFT documents only). Select ReadyForEdit status.
  3. Click Go! to display the EDI correlation records that match your search criteria.
  4. For SWIFT documents, on the EDI Correlation Transaction Results page, click info in the Detail column for the document you want to edit or click the View icon to display the message in read-only mode. The Read Only dialog displays the business names and their associated components of data, as opposed to viewing the document to display the raw data of the SWIFT message. Click Close to exit the Read Only dialog.
  5. Next to Document Repair Status, select the ReadyForEdit link to access that message in the SWIFT Editor.
    Note: The Document Repair Status is ReadyForEdit and is a link only if you have the necessary permission to access and edit the document in the SWIFT Editor. If you correct a failed document and save it, the status is changed to ReadyforResend and an e-mail is sent to the address specified in the enveloping.properties property file.
  6. Review the errors in the Error Report (left side of the window), select each error link, and repair the error as necessary. This may include changing the content of the field, or adding or deleting fields.
    Note: To add an occurrence of a repeating field or group, select Add at the appropriate point in the message structure. To delete an occurrence of a field or group, select Delete where appropriate.
  7. Click View Text if you want to access a plain text display of the message.
  8. When you are finished editing the message, click Validate to validate the message for SWIFT compliance. If the message contains validation errors, the SWIFT editor retains the message so you can correct the errors and perform further edits.
  9. Once validation is successful, click Save.
  10. Review the changes on the Confirm page, and click Finish. This sends an e-mail to the Reviewer, notifying that the message has been repaired.
  11. In the EDI Correlation Transaction Detail Results page, you can view data details such as message format (MX or MT). If desired, in the EDI Correlation Transaction Detail Results page, click info to the right of Document Correlations to get more details about the message.
  12. In the Document Correlation Details page, view details about the message you selected, and to see the correlation between the message and corresponding EDI document or data. The details available include:
    • time stamp
    • scope
    • process ID
    • document name
    • data value
      Note: When you access the returned SWIFT message through the Document Correlation Details page, a tree-view is displayed on the left to allow you to link directly to the previous version(s) of the message. The right pane of the tree view displays the correlation details of the SWIFT message.
  13. If you want to view the SWIFT message as text, select the document link at the top right of the page.