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finance-related topic RFA Components

Naming

  • Components in the on-site version of the Redwood Finance Automation product carry the FCA_ prefix

Prerequisites

  • Attendance of the Automation Engineering Training Course

Intended Audience

This documentation is intended for Automation Engineers during the build phase of business processes within the Redwood Platform.

The purpose of the following pages is to provide the minimum 'bare bones' requirements needed to get the component started and produce a result. There may be additional parameters that need to be used for specific customer requirements and implementations.

Accessing the Components

There are two main ways to access the component:

  • Definition > Chains - To configure and submit the component as part of a wider Business Process. Please refer to the Redwood Finance Automation Reference.
  • Definition > Processes - To configure and submit component in isolation.

To access the component Parameters from the Processes tab:

  1. Search for the component name in the Search Process Definitions filter box (it accepts partial searches) and click the Search button (spyglass icon) within the box or press Enter.
    1. For example, the search term RM07MMFI will bring up the list of components associated with that component name.
  2. Right click on the correct component and click Submit from the dropdown menu.
  3. A new window will open with the available Parameters for that component.

Conventions

Use the following field formatting conventions when populating the parameters of the component.

  • >!<: Select all
  • 1000: Single values do not require square brackets []
  • [80000-90000]: For a range of multiple values, place a hyphen - between two values and enclose with square brackets []
  • [80000,80005,80008]: For multiple values, separate the values with a comma, and enclose with square brackets []
  • [!8000]: Inserting an exclamation point! prior to the value will select all records except the value enclosed between square brackets []
  • 10 Characters: Leading zeros are required in order to make up the number of total characters add up to 10
  • YYYYMMDD: The date format should be 8 characters in Year Month Date order
  • If the parameter field description includes (Sel) you can enter multiple values
  • If the parameter field description includes (Par) you can only enter a single value

financeTopic

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