Statement Copy Automation ION Workflow

Hi all, I was in a session I believe that it was "How to Create an ION Workflow Start to Finish" where someone said that they make a backup copy of all the Statements offsite so that if a reprint is needed the users could get it from the backup since a statement is basically a specific point in time.

We are wanting to do something similar that will copy all the Statement PDFs and copy them to a server before they are sent (or in conjunction with) email or printed.

I would be grateful to hear anyone's thoughts. Please keep in mind that I am very new to ION and ION workflows so I might ask dumb questions.

Thank you!

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Rene Bottern

IDM is such a platform.

unknown

I'm not sure what you're looking for with this. You can do an export of the workflow, but that creates an XML file of the contents of the workflow.

Can you give me more information? Where did you see this first referenced?

unknown

What we are trying to do is we have a 3rd party website and our executive team wants customers to be able to get a copy of their statement on this website. The 3rd party is capable of storing PDF copies of the monthly statements, I am just trying to find out how to get them a copy of all the statements at the end of the month. At TUG, I thought I heard someone say they were making a copy of all the PDF statements in a workflow at the end of the month in addition to sending them to the customers. I am hoping to do the same thing and then just have an FTP script to send this 3rd party they statements. Or does someone know how to export them in mass out of IDM?

Rene Bottern

You can always call the IDM API(s) to find and extract the Documents.

You can, for instance, build a small .Net Application to handle the periodic (scheduled) extraction to another location of your choice.

Aaron Roma

Not sure this can be done with ION alone. But as Rene B mentioned, it is possible. We have a similar process. ION will send a BOD over to a small application running on a server. This app picks up the BOD, then makes a call to IDM to download the PDF. This PDF is then transmitted over to the 3rd party's system. (It actually sends the PDF along with a corresponding XML created from the BOD with index / keyword information for the PDF.)

unknown

There is an API call to find and get the PDF copy of a statement (assuming it exists in IDM)? That would be perfect, I guess I missed that. Do you happen to know of off the top of your head the API?

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