Building a Process
All the steps needed to build a new process.
Get your first results
- Duco 102 - build walkthrough
- Exchange trade capture report (CME, ICE and NYMEX)
- Exchange trade capture report (FIXML from OCC)
- ISO 20022 Bank to Customer Statement
- Process setup wizard
- Reviewing the general settings
Tweak your results
- 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)
- Cross match element (rules & rule sets)
- Multiply (rules & rule sets)
Get your process production ready
- Record Tracking Best Practice Guide
- Record tracking and ageing
- Enabling exceptions workflow
- Configuring exceptions workflow
- Workflow rules
- Carry over