To schedule a processing rule in Automation Center, you must first create an entry profile. After creating the profile, you then define an event to schedule it.
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| This procedure uses the Open panel feature to manually select the panel to be used in creating an event. You can open a panel in Web Panel Designer, Accounting Center, and Portfolio Data Center. |
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| For this example, |
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| Open panel has been accessed via Portfolio Data Center (PDC). |
- Click on Navigate to Open Panel button on the Ribbon.
The Open panel displays.
- Search for “applyexceptionrule” panel. The panel can be found under eagle/star/admin.
The full panel path: /eagle/star/admin/pan-applyexceptionrule.htm. Double click on pan_applyexceptionrule.htm to open.
The panel displays. - Review the archive Processing Rule you createdpreviously created archive processing rule.
- Under Option for Running Rule, in the Apply Rule for field, select All Rejections. This is the recommended option when you run an archive, but you can select from other options available in the dropdown. If you have multiple partitions, you can select them in the Partition dropdown.
- On the toolbar, click Save Profile As and then enter a Profile Name.
- Check the publish this profile to all users if you want this profile visible to all users.
- Click Save.
You see a confirmation message indicating that the profile has been successfully saved.
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After you create the profile, you need to create a new Accounting Event Manager event.
To create a new event:
- Navigate /open to Automation Center and create a new Accounting Event Manager event.
- In the Event tab, select Profile Group and then click Add to add a profile.
- Click on the grid and then click Refresh (to ensure the newly added profile will appear in the grid), then click Find and look for the Profile name you created. Select profile
- Click Next and choose a default Result Profile
- Click Save.
- Continue defining an Accounting Event Manager event, you don’t need to select an entity or define disposition and distribution for the archive rule to work, continue to click on Next button in the Accounting Event Manager wizard until you see an option to Save & Schedule.
- Click on Save & Schedule and set it up to run continuously every 5 minutes.
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