2.4 Process EOD Workflow Configuration

This topic explains the systematic instructions for End-of-Day workflow configuration..

This job is configured automated EOD processes for branch operations.

1. On the homepage, click Tasks and then click Business Process Maintenance.
   The Workflow Maintenance screen displays.

   Figure 2-7 Workflow Maintenance

   
   

   
   Description of "Figure 2-7 Workflow Maintenance"

   
   
2. In Workflow Maintenance screen, specify the following details.
   For more information on fields, refer to the field description table below.

   Table 2-6 Workflow Maintenance - Field Description

   Field	Description
   Search Workflow	Allows user to search for workflows based on process name.
   Upload DSL	Allows user to upload a workflow definition file in DSL/JSON format.

3. Click Upload DSL and select the provided EOD workflow JSON file.
4. Click Next through the prompts, and then click Create Process.
5. Follow the below steps for Branch EOD configuration:
   1. On the homepage, click Core Maintenance, and then click Branch EOD. From Branch EOD, click Configure EOD.
      The Configure EOD screen displays.

      Figure 2-8 Configure EOD

      
      

      
      Description of "Figure 2-8 Configure EOD"

      
      
   2. Select Branch Code.
   3. Enter Workflow Name.
   4. Click Save.
6. Follow the below steps to Authorize and Invoke EOD:
   1. Go to View EOD and click the menu.
      The View EOD screen displays.

      Figure 2-9 View EOD

      
      

      
      Description of "Figure 2-9 View EOD"

      
      
   2. Select Authorize, to authorize the record.
   3. Then go to Core Maintenance, click Branch EOD and then click Invoke EOD.
      The Invoke EOD screen displays.

      Figure 2-10 Invoke EOD

      
      

      
      Description of "Figure 2-10 Invoke EOD"

      
      
   4. Select Branch Code and click Start.