Building a Process
All the steps needed to build a new process.
Get your first results
- Preconfigured templates
- Best practice - reconciliation setup
- EMIR EU preconfigured processes
- Duco 102 - build walkthrough
- Process setup wizard
- Reviewing the general settings
Tweak your results
- Best practice - using passes & rules
- Best practice - filter rules
- Change data input to a Data Prep process
- Roll-up Rules: Using same data point twice in a single roll-up
- Rules & rule sets
- Compare absolute value (rules & rule sets)
Get your process production ready
- Best practice - configuration guidelines for optimal performance
- Record Tracking Best Practice Guide
- Record tracking and ageing
- Enabling exceptions workflow
- Configuring exceptions workflow
- Workflow rules
Input formats Duco can ingest
- MT910 - Confirmation of Debit v1
- MT900 - Confirmation of Debit v1
- MT381 - Foreign Exchange Order Confirmation v1
- MTN99 - Free Format Message v1
- MT608 - Statement of a Commodity Account v1
- MT537 - Statement of Pending Transactions v1
Analyze your results
- Filter by comments
- Pre-optimised results
- Analyzing run results
- Reordering statements
- Statement details
- Duplicate statements
Views and reports
- Accounts End of Day Sign Off
- API guide - export run results to spreadsheet in custom format
- Excel spreadsheet extracts
- The processes screen
- The process overview screen
- Views across exceptions