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.

   Figure 1-5 Create Advice

   
   

   
   Description of "Figure 1-5 Create Advice"

   
   
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.
   Password Policy Code	Click this icon and select the policy code from the list. The code will be unique for each policy.
   Attachment Required	Click this toggle to add the attachment required. By default, the toggle is disabled.
   Watermark Required	Click this toggle to enable the user to add then watermark in the image. By default, ths toggle is diabled.
   Watermark image Path	Specify the path for the watermark image.
   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.