Thursday, 29 October 2020

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


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