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OpalisRobot

OpalisRobot. CAP for FTP. Common Transactions. Transactions Internal, partner, remote offices Data Enrichment Parse, format, clean data File Orchestrations FTP, system copy. Current Methods – Shortcomings. Scripting Approach Don’t handle the process well Hard to scale

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OpalisRobot

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  1. OpalisRobot CAP for FTP

  2. Common Transactions • Transactions • Internal, partner, remote offices • Data Enrichment • Parse, format, clean data • File Orchestrations • FTP, system copy

  3. Current Methods – Shortcomings Scripting Approach Don’t handle the process well Hard to scale Not usually documented Difficult to interpret Lack of logging No error handling Manual Approach Approach is error prone and inefficient

  4. Automate FTP Processes Client trade data is downloaded, cleansed & reports are generated OpalisRobotServer OpalisRobot cleans data, reformats and feeds into SQL • OpalisRobot runs and delivers SQL reports for: • Client trade info • Mgmt trade activity • Data integrity OpalisRobot downloads stock data from partners (150-200 FTP processes ) Partner Brokers www.opalis.com

  5. FTP Objects

  6. FTP Objects

  7. FTP Workflow When a new file is detected, the file name is passed as a parameter to it what to download. File name passed as a parameter to determine what to download. Failed downloads are sent notification & diagnosis branch • The links determine the policy flow (if-then-else logic) • Each operator publishes execution data • At run operators publish information like file name, status, and execution time • This information is logged and used for reporting • Or passed along the workflow and used in other operators as parameters

  8. Detailed Logging & Reporting Get details on time, connection status, number of files successful, number of files failed, and file name (path).

  9. OpalisRobot vs. Scripts • Incorporate old scripts • Create new data transactions with • Escalation & notification branches • Detailed logging • Transaction reporting • Clean-up routines & maintenance tasks

  10. Benefits • Business processes are documented for auditing and analysis (IT compliance) • Transactions are standardized into repeatable reliable processes • Data and reports are delivered promptly • Operations run more efficiently • Productivity increases

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