Aggregation by criteria

This example shows aggregation by source, collection types, and thresholds.

This example shows you how to configure your extraction profile to extract only batches (ICLs) that satisfy all the following criteria:
  1. Batches (ICLs) brought into the Transaction Server as one of the following files.
    • A cash letter file.
    • An image cash letter file. For example, X9.100-180.
    • A non-ANSI file. For example, CIFF.
  2. The collection type for the batch (ICL) matches any of the types that are shown in the following list.
    0
    Preliminary forward information
    1
    Forward batch (ICL)
    2
    Forward batch (ICL) – same-day settlement
  3. Batch (ICL) must be successfully loaded and reviewed.

Batches (ICLs) that satisfy all these criteria are aggregated by using the defined-threshold rule. The acceptable range of batches (ICLs) to extract is 5,000 - 10,000 items. After the aggregation process has batches (ICLs) that exceed the maximum threshold, all batches (ICLs) (including the batch (ICL) that caused the maximum threshold to be reached) are extracted.

If all batches (ICLs) were aggregated and the total items fall between the minimum and maximum thresholds, all batches (ICLs) are extracted.

If all batches (ICLs) were aggregated and the minimum was not reached, those batches (ICLs) are not extracted until one of the following things happens.
  • More batches (ICLs) are loaded into the Transaction Server that puts the aggregation within the acceptable thresholds.
  • The scheduled task for extraction is initiated.
<?xml version="1.0" encoding="UTF-8"?>
<extraction>
   <parameters>
      <parameterSet name="basic example">
         <parameter name="processedPath">c:/ITSExtraction/processed</parameter>
         <parameter name="errorPath">c:/ITSExtraction/error</parameter>
         <parameter name="intermediatePath">c:/ITSExtraction/processing</parameter>
         <parameter name="autoNotify">true</parameter>
      </parameterSet>
   </parameters>

   <profile type="CPCS" name="total items (5,000-10,000)"
    parameterSet="basic example">

      <!-- Only extract batches (ICLs) that were loaded   -->
      <!-- by the gateway as an Image Cash Letter file    -->
      <!-- or as an Electronic file.                      -->
      <!-- sources:                                       -->
      <!-- 2 = Electronic file                            -->
      <!-- 3 = Gateway message queue                      -->
      <sources>
         <type>3</type>
         <type>2</type>
      </sources>

      <!-- Only extract batches (ICLs) that belong to any of these  -->
      <!-- collection types.                                        -->
      <collectionTypes>
         <type>0</type>
         <type>1</type>
         <type>2</type>
      </collectionTypes>

      <!-- Only want those batches (ICLs) to be extracted when they -->
      <!-- are successfully loaded and reviewed.                    -->
      <conditions>
         <column>LOADED</column>
         <column>REVIEWED</column>
      </conditions>
      <aggregationRules type="rule based">
         <rule name="total items (5000 to 10000)">
            <totalItems min="5000" max="10000" />
         </rule>
      </aggregationRules>
   </profile>
</extraction>