1.3.1 Create Advice

This topic describes the systematic instructions to configure advices.

Specify User ID and Password, and login to Home screen.
  1. On Home screen, click Core Maintenance. Under Core Maintenance, click Advice.
  2. Under Advice, click Create Advice.
    The Create Advice screen displays.
  3. Specify the fields on Create Advice screen.

    Note:

    The fields marked as Required are mandatory.
    For more information on fields, refer to the field description table.

    Table 1-5 Create Advice – Field Description

    Field Description
    Advice Name Specify the name of the advice.
    Advice Description Specify the information about the advice.
    Micro Service Name Specify the name of the micro service.
    Swift Micro Service Specify the information about the swift micro service.
    Micro Service Endpoint Specify the endpoint micro service.
    Application Name Specify the application name for which advice is generated.
    Application Description Specify the additional information about the application.
    Media Search and select the required media.
    Branch Search and select the required branch.
    Currency Search and select the required currency.
    Report Locale Specify the locale report details.
    Report Absolute Path Specify the report absolute path.
    Format Select a download file format for an advice from the drop-down list.
    The available options are:
    • PDF
    • PPTX
    • HTML
    • XLS
    • RTF
    Swift Endpoint Specify the swift endpoint.
  4. Click Save to save the details.
    The advice is successfully created and can be viewed using the View Advice screen.