Tutorial - Notifications

Automated Notifications can be configured by accessing the Setup > Notifications menu.

There are 4 major configuration groups:

1. Email Content - Mirrors the Send Email action configuration and the full set of parameters supported. 

2. Recipients - Mirrors the Send Email action configuration.

3. Scheduling - Mirrors the Process Definition Scheduler.

4. Filters - You have the option to either select a Dashboard which will apply the Transaction Filters configured on the Dashboard, or to specify custom filter criteria o be reported on.

Notes:

1. The @LastImportRuntime parameter is only available when a Dashboard filter is used and this parameter must be enclosed in single quotes when used - ‘@LastImportRuntime’

2. Instruction Type filters are only applied to the following parameter calculations - @InstructionDeliveredUnmatchedCount & @InstructionDeliveredUnmatchedAmount

3. On the Process Log screen, a new filter option called ‘Show Notification Processes’ can be enabled to monitor threads. All notification queries use NO LOCK hints in SQL so there are no expected database locks when using this functionality.

Sample 1:  Message Body - Notification for unmatched transactions at end of day.

Select 'ATT: Payments Team There are '+ convert(varchar(50),@InstructionDeliveredUnmatchedCount) + ' transactions sent to the bank without a response. The value of these transactions are R' + convert(varchar(50),@InstructionDeliveredUnmatchedAmount) + '. Regards Central Park Notification Services'

Sample 1: Results

ATT: Payments Team There are 45 transactions sent to the bank without a response. The value of these transactions are R22041074.16. Regards Central Park Notification Services

Sample 2:  Message Body - Notification for unmatched transactions at end of day that are only sent when there are unmatched transactions.

Select 'ATT: Payments Team There are '+ convert(varchar(50),@InstructionDeliveredUnmatchedCount) + ' transactions sent to the bank without a response. The value of these transactions are R' + convert(varchar(50),@InstructionDeliveredUnmatchedAmount) + '. Regards Central Park Notification Services' Where @InstructionDeliveredUnmatchedCount > 0

Sample 2: Results

If ‘@InstructionDeliveredUnmatchedCount = 0’ (indicating no unmatched transactions), no email will be sent. If ‘@InstructionDeliveredUnmatchedCount > 0’ as per the ‘Where condition’, the email body will be the same as Sample 1 Results.

Feature Spotlight - Interactive Dashboards & Notifications

This year, we’ve added two new features to Central Park with a goal to improve productivity by creating a new experience that places focus on the outstanding work for the day and guiding the user to the correct step in the process to take action. 

Interactive Dashboards

Interactive Dashboards were first introduced in March 2020. Since then, we’ve made a number of enhancements and are proud to announce a completely new user experience aimed at improving user productivity with the complete experience available in version 1.94.4072.11981 (released on 29 October 2020).

The Interactive Dashboards present a summary of all complete and incomplete transactions for the day, organized by payment run descriptions familiar to business users, all on one page. A dashboard filters the Transaction data to the respective needs of each payment run and users can quickly navigate the relevant pages to take action, with each action page pre-filtered as per the Dashboard configuration.

In addition to this simplified experience, we’ve improved some of the steps in the payment process to cater for the context of the payment run. When using the Interactive Dashboards:

• A Dashboard can be configured to include specific import definitions. The user only needs to run ‘Run Imports’ and not worry about selecting the correct import definition(s) (reducing the risk of error). The Last Runtime is reported based on the last run initiated from the Dashboard to easily determine if the run was initiated for the day or interval.

• A Dashboard can be configured to allow specific Instruction Types to be used. When the user navigates to Create Instruction Documents from the Dashboard, the Instruction Type list will be filtered to the allowed list which is applicable to the payment run (reducing the risk of error).

• Each step in the process includes a summary of the transaction or instructions in the step, along with the transaction value. For each step, an action link allows the user to navigate directly to the action page to process the step instead of users having to manually apply filters to view transactions for the payment run.

Dashboards are an optional experience and users can continue to use the system as they are familiar with. To ease the transition to the new experience, all transactions available on the Dashboards are backward compatible with the traditional user experience available on the traditional action pages.

Notifications

In version 1.94.4072.11981 (released on 29 October 2020), we’ve added the ability to generate automated email notifications.

Through a simple, yet flexible configuration, notifications can be configured to deliver metrics around processed or unprocessed transactions for the business day. 

Notifications can be configured to:

• Report on the transactions as defined in a Dashboard, or through a custom transaction  filter. eg. Redemptions, Debit Orders, High Value Payments.

• Always send, or only send based on specific criteria. eg. Unprocessed Redemptions before banking the cut off time

• Deliver to select users, or all users within a role in order to ensure that the right information is presented to the right people.

Some of the many use cases include:

• End of day summary of processed transactions.

• Intra day notifications for a payment run when there are unprocessed transactions.

• Notifications for real time payments before the real time service cut off window.

Regards

Keegan

Communication - Central Park support for Chromium Edge browsers

 Hi Everyone

As of Central Park v1.91.4064.11956 (released 1 October 2020), we are happy to announce that Chromium Edge browsers (v85.0.564.63+) now have official support.

Reviewers have praised Edge for improved performance, security, and support for modern web standards. Users making the switch may benefit from the improved performance in Central Park for some cases.

Regards

Keegan

Tutorial - Dashboards Access Rights

As of v1.91.4064.11956, security around Dashboards access have been improved to allow specific User Groups to view specific Dashboards.

 

To allow users access, the following configurations must be configured:

1. User Group Edit > Menu Items > Home > Dashboard - Grants user access to the Dashboard page.

 

2. User Group Edit > Rights > Maintenance > User Group Dashboards - Grants a user access to update the User Group's Dashboard configuration screen. This page is can be accessed through the User Group list page.

 

3. User Group Edit > Header > Allow All Dashboards - When checked, this user will have access to all Dashboards, including new Dashboards that are added. When unchecked, the user will only have access to reports configured for the User Group.

 

4. User Group > Dashboards - Check the dashboards that a user has access to. If a User Group is granted access Dashboard for a specific Domain and the user does not have access to the Domain, the Dashboard will not be visible to the User.

Tutorial - Improve performance with Database Views

 Hi Everyone

Central Park v1.86.4050.11915 (26 August 2020) introduced a feature called Database Views to improve performance of functionality whereby large datasets are queried.

When configuring a Database View, the system will create and Indexed View in the database with data for the last {x} days, improving the performance where the user does not need to query the entire history of Transaction.

This can be configured as follows:

1. Transaction View & Instruction View

a. Navigate to Setup > Domains > Database Views tab

b. For each page, there is an individual option to configure

    i. ValueDate range to include (days) - eg. 30 will lookup data for the last 30 days.

    ii. Recreate view daily at hour (0-23) - will schedule a service to run daily in order to update the view.     This should be configured after business hours.

    iii. The view will be (re)created at the time of changing the configuration.

c. When enabled, the Transaction View & Instruction View pages will restrict searches up to the last {x} days as per the configuration. The user will be able to check the option to "Display data older than {x} days" if they need to query older data which will temporarily disable the Index View for that user until the page is reloaded.

2. Duplicate Validations

a. Database Views can be toggled on individually on the Duplicate Validation Configuration by capturing the Recreate view daily at hour (0-23) field. The data range will be based on the Value Date is within {x} days value.

3. Forcing a View to Recreate.

A Database View can be recreated on an ad hoc basis by accessing Setup > Database Views.

Detailed explanations have also been provided in the respective configuration pages.

Regards

The Central Park Team

Central Park CentralPark v1.38.3459.9338 is available

The following updates have been made to Central Park in release 1.38.3459.9338

Feature Requests
- New Plugin - Standard Bank ISO20022 (ZEN3251)

Bug Fixes
- Fixed issue with "Populate Universal SWIFT & Branch Code" links on Recapture Transaction page load when bank is already populated (ZEN3263)

UI Improvements (Backlog)
- Confrimation View page - Horizontal scrollbar - move to main window
- Instruction Create From Batch page - Horizontal scrollbar - move to main window
- Instruction Create From Transaction page - Horizontal scrollbar - move to main window
- Instruction Release From Batch page - Horizontal scrollbar - move to main window
- Manual Capture Transaction List page - Horizontal scrollbar - move to main window

Central Park v1.37.3451.9282 is available

Release Notes:
Features:
- New Plugin - Standard Bank CFC\ZER Instruction Type (ZEN 3028)
- Added 15 additional Reference Fields (ZEN 3028)

UI Enhancements
- View Failures Page - Updated positioning of horizontal scrollbar
- View Confirmations Page - Updated positioning of horizontal scrollbar

Notes:
- Due to the nature of the change to increase the amount of reference fields impacting most of the system, please regression test the existing processes upon upgrade
- AGI specific features such as Mandates, Unallocated Transactions should be regression tested to ensure all permutations are covered and working fine

Test Scenarios Covered,
*Each case below tested with <= 20 reference fields, and with 35 fields
*Each screen has been tested for the visibility conditions based on Domain config and random tests to the filters new and old fields
- Manual Capture - Once Off
- Manual Capture - Pay Beneficiary
- Manual Capture - Inter Account Transfers
- Import - SQL import, Mandates import
- Enrich - success and failure
- Validate - success and failure
- Create Instructions - create, reject, reject for recapture, batch view, transaction view
- Release Instructions - release, hold, reject, batch view, instruction view
- Create instruction documents - automated tests passed, random manual tests done on some plugins, new SB CFC plugin tested with access to new fields
- Import Confirmations - no code changes, tested with random file
- Match with Instructions - no code changes, tested with random file
- Import manadates - AGI
- Import unallocated transactions - AGI
- Beneficiary allocation - AGI
- View Transaction page
- Transaction Batches page
- View recapturable transactions - recapture, delete
- View failures - override, reject
- View instructions - reject
- View instruction batches - delete
- View instruction contras - no code change
- View instruction documents - resend, delete, regenerate
- Confirmations - no code changes, random tests done
- View Mandates
- Mandate Administration
- Domain Config
- Mandate Import Definition Config
- Transaction Import Definition Config
- Transaction Validation Config - support for new fields