Creating and Configuring a Detail Extractor Job

A Detail Extractor job lets you to use XSL to upload recurring detail data from your input file to the eaDirect database. You can then use the uploaded data any way you want. For example, you could upload the contents of telephone call detail, merge it into your online statements, and let your Web users track line item disputes, add annotations, etc. You must write separate applications to retrieve the data and perform any functionality with the data.

You must configure and run a separate Detail Extractor job for each set of data (table or group of tables) you want to upload to a database table.

Creating and configuring a Detail Extractor job requires you to:

 

·   Specify configuration settings for the three production tasks that run sequentially as part of the Detail Extractor job: IVNScanner, StatementsToIR, and DXLoader.

·   Publish the Detail Extractor view files, which include a DDF file with the rules for extracting the table data, database table schema XML, and a statement XSLT style sheet to organize the extracted data the database table. You can use the editor of your choice to create the XML and XSLT files.

You can use the same DDF file for multiple Detail Extractor jobs; define all tables and groups you plan to upload to a database in the DDF.

Review the task and field configuration settings in this section to determine which options to set for the Detail Extractor job.

To create and configure a Detail Extractor job:

1.   On the Main Console, click the application name, listed under Applications in the table. The Edit Application screen appears.

2.   Click Add New Job. eaDirect displays the Create New Job screen.

3.   Enter a meaningful name for the Detail Extractor job. The job name must start with an alpha character. The rest of the name can be alphanumeric and can have underscores but no spaces. (Using the name of the table defined in the DDF for the job name can help you remember which data the job uploads.)

4.   Select job type Detail Extractor.

5.   Click Launch Publisher. eaDirect launches Publisher.

6.   Click Create. Publisher displays the following screen.

7.   Under Batch Jobs, Number of Auxiliary files, click the 0 next to the Detail Extractor job type. Publisher displays the Create a Version Set for Detail Extractor screen.

8.   Select the application from the drop-down list.

9.   Specify a view name for the job that uniquely identifies the view of table data the job extracts. (Using the name of the table defined in the DDF for the view name can help you remember which view maps to which table.) Do not reuse the name of a view given to another Detail Extractor job.

10.   Select the DDF file for the Detail Extractor job.

11.   Select the database table XML file you created for the view.

12.   Select the statement XSLT style sheet.

13.   Click Submit. Publisher shows the Submission screen for the Detail Extractor DDF.

14.   Close Publisher. At the Create New Job screen in Command Center, click Configure Job and Continue. eaDirect displays the Detail Extractor job configuration screen.

15.   Specify the configuration parameters for each of the three tasks that run as part of the Detail Extractor job. Carefully read the descriptions of each task and field to choose the values appropriate for your application and job. See Task 1: IVN Scanner (for Detail Extractor job), Task 2: StatementsToIR Task Configuration Options, and Task 3: DXLoader Task Configuration Options.

16.   When finished entering configuration parameters, click Submit Changes and Schedule. eaDirect submits the job configuration parameters and displays the Schedule screen. You can specify the Detail Extractor job schedule later. (You must schedule Detail Extractor to run after the Indexer job; Detail Extractor only uploads data for statements that have been indexed).

17.   Click Main Console.