Customer advice task

This task extracts all of the customer advice information that meets the extraction criteria defined by the user. Depending on the delivery type that is returned by the customer information file (CIF) user exit, the customer advice information is either sent in an email or saved in a PDF file that is sent using a postal service. Once the customer advice information has been extracted by the task, it is not processed again unless it is manually extracted. The TCR customer advice task should be scheduled to run periodically as well as at the end of the day.

When an email is sent, the user ID, subject, and body parameters from the task configuration are used to create the email. The corresponding customer advice information PDF file is also attached to the email.

When a PDF file is created, all customer advice information that meets the configured criteria is merged into a single file. The file is sent using the Gateway outbound file delivery process and the channel definition configured for customer advice. The default channel definition for customer advice prints the files that are in the designated outbound directory.

The user can override the default customer advice channel if necessary. For example, if the user changes to using an email channel, the file that was created is also sent using email. This can be used for branch customer advice notification.

The following steps are necessary to implement the customer advice task in Services Framework:

  1. Register the customer advice task
  2. Configure the customer advice task
    1. Set the appropriate configuration parameters for the customer advice task.
    2. The advice is sent based on the customer information file (CIF) that is created when the Transaction Correction and Reconciliation adjustment occurs. For more information, see Customer advice.

Runtime characteristics

Table 1 describes the runtime characteristics for the customer advice task.

Table 1. Customer advice task runtime characteristics
Characteristic Setting Description
Manual run Allowed The task can be run manually
Scheduled run Allowed This task can be scheduled to run using the Services Framework timed interface
Concurrent run Allowed The task can run concurrently