Configure the customer advice task

To configure the customer advice task, navigate to the configuration page in the Services Framework user interface and select the New Task Configuration link. Table 1 shows the information needed to configure the customer advice task.
Table 1. Customer advice configuration fields
Parameter Description Examples or default
Task Displays the registered tasks in the system. Select the name of the TCR customer advice task that was entered during registration. TCR Customer Advice Task
Configuration Descriptive name for the configuration. This name is also used in any Transaction Server events for this task configuration. This field is required and can contain up to 60 characters. TCR Customer Advice Configuration 1
Description A detailed description explaining what the configuration does. This field is optional. If entered, it must be 512 characters or less. Task to extract the existing customer advice information and send it to the customer as configured in the customer information file (CIF).
Activate task Identifies if the configuration is active. When it is active, the task is available to send customer advice information email. Yes, No
Process end of day Execute the task when Services Framework is notified to run end of day No
Process cleanup This task does not need to process cleanup. It is recommended to set this value to no. No
Delete on complete Identifies if the activity for this task is deleted when it is complete. If set to yes, the activity for this task is deleted when it successfully completes and is not deleted when it has errors or warnings. If set to no, the activity for this task is not deleted when it completes.
Note: Deleted task activities do not appear on the task activity page.
 Yes, No
Allow Monitor Identifies if Services Framework is to collect performance data for this task configuration. Yes
Delivery Type The delivery type for the customer advice information. Valid values for this parameter are:
  • Both (default)
  • Post mail
  • Email
If this parameter is set to either both or post mail, the following parameters are required:
  • Gateway outgoing directory
  • File definition
  • Working directory
 Both, Email, Post mail
Gateway outgoing directory The directory where Gateway Server gets the customer advice files to process.  
File definition A valid transmission definition name from an existing Partner Profiles configuration. It identifies the channel and file naming pattern to use to send the customer advice files.  
Working directory The directory where temporary files and the customer advice files are created before moving them to the Gateway outgoing directory for processing.  
Customer advice route file extension The file extension used to create the customer advice file. .rte
Customer advice end-of-file extension The file extension used to create the end-of-file file for customer advice. .eof
From user ID The ID of the user whose email address is used to send the customer advice emails.

Configure the email address on the Users page. If an email address is not configured for the from user ID parameter, the configuration fails to be saved.

 fxhadmin
Subject Title of email The text that is used as the subject line of the customer advice email. Adjustment Customer Advice Notification
Body context The text that is used as the body of the customer advice email. Please, review the adjustment information in the attached file.
Customer advice file name The name of the customer advice file to be used in the email. The .PDF extension is attached automatically. Adjustment Advice (default)
Send test email Set this parameter to Y to cause a test email to be sent to the email address of the user ID specified in the from user ID parameter. If it is set to N, no test email is sent.

The email is sent when the task configuration is saved. The from user ID parameter must contain a user ID that has a valid email address.

 Y (default)
Email session JNDI The name of the WebSphere® application server email session JNDI to use as the email sending interface. This must be a valid, existing email session or the configuration cannot be saved. mail/CPSMailSession
Bank number A list of bank numbers to include in the extract. The bank numbers specified in this parameter must already exist. Use all to extract the customer advice associated with all bank numbers. Use commas to separate individual bank numbers in the list.
Examples for this parameter are:
  • All (default)
  • 1, 2, 3
 All
Categories The business category associated with the customer advice extract. Use all to extract the customer advice associated with all categories for the current business day. Use commas to separate individual categories in the list.
Examples for this parameter are:
  • All (default)
  • 1, 2, 3
 All
Adjustment codes A list of adjustment codes to associate with the customer advice extract. The adjustment codes specified in this parameter must already exist. Use all to extract the customer advice associated with all adjustment codes. Use commas to separate individual adjustment codes in the list.
Examples for this parameter are:
  • All (default)
  • SC, SD
 All
Product codes A list of product codes to associate with the customer advice extract. The product codes specified in this parameter must already exist. Use all to extract the customer advice associated with all product codes. Use commas to separate individual product codes in the list.
Examples for this parameter are:
  • All (default)
  • FWIC, FWMX
 All
Extract order A list of attributes that is used to sort the extracted customer advice in ascending order. Use commas to separate each attribute in the list. Valid values for this parameter are:
  • Adjustment Amount
  • Bank Code
  • Account Number
  • Adjustment Code
  • Creation Time (default)
 Creation Time
Include Revision? Indicates if the customer advice revision is included. Valid values for this parameter are:
  • Y
  • N (default)
 Y, N