3.2 File Upload

This topic describes the systematic instructions to file upload.

1. To complete the Account Migration task, follow the steps below.
   1. Click Tasks under Tasks, click Free Tasks.
      The Free Tasks screen displays.

      Figure 3-5 Free Tasks

      
      

      
      Description of "Figure 3-5 Free Tasks"

      
      
   2. Search the listed tasks with these column values. Process Name column contains Account Migration, the Stage column contains File Upload.
   3. Click Acquire and Edit.
      The File Upload screen displays.

      Figure 3-6 File Upload

      
      

      
      Description of "Figure 3-6 File Upload"

      
      

      For more information on fields, refer to the field description table.

      Table 3-3 File Upload - Field Description

      Field	Description
      File Upload	Specify required field. The available options are: Upload Files View Files
      Migration Event	Specify the migration event from the options. Account Financial
      Entity Name	Specify the entity name from the drop down lists. Some examples of the available options are: Customer Account Account Address Provisioning GL Banking Channel

   4. Select the appropriate Migration Type and Entity (as applicable in your UI).
   5. Upload the required flat files and Confirm the upload status is successful.
2. Click Next.
   The Migration Report screen displays.

   Figure 3-7 Migration Report

   
   

   
   Description of "Figure 3-7 Migration Report "

   
   

   For more information on fields, refer to the field description table.

   Table 3-4 Migration Report - Field Description

   Field	Description
   Document Name	Displays the document name.
   Document Type	Displays the document type.
   Document Code	Displays the document code.
   View	View the Document.
   Action	Provides an option to delete the task.

3. Click Upload File and select the appropriate Migration Type and Entity.
4. Upload the required flat files.
5. Confirm the upload status is successful.
   Expected outcome: Files are uploaded and available for selection during Initiate Migration.
6. Click Next.
   The Summary screen displays.
7. Click Submit.
8. Complete the Stage Movement Submission process.
   1. Accept any Overrides generated and click Proceed Next.
      The Checklist stage fetches and displays checklists mapped to this stage.
   2. Confirm the checklist items and then click Proceed Next.
      The Outcome stage displays.
   3. Select PROCEED from the drop-down list and click Submit.
      The Stage Movement Submission process creates the Initiate Migration task.