Automation Center Overview

Eagle's Automation Center is the centralized location for all your scheduling and monitoring needs. Automation Center offers full control over your company’s investment management operations by providing centralized management, scheduling, and monitoring of all processes (events and jobs), combined with efficient exception resolution and Service Level Agreement (SLA) management and monitoring. All your investment management processing activities are presented in one convenient view to help you streamline operations and reduce risk.

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Centralized User Experience

Automation Center integrates all Eagle process related products into one centralized view that you can customize to suit the needs of your business. Eagle also offers internationalization and localization support for all Automation Center’s static resources.

In Automation Center, you can:

• Create and manage events and jobs.

• Schedule all processes via Eagle’s Integrated Scheduler.

• Submit processes ad hoc with or without overrides.

• Monitor the status of all processes and customize how the information is displayed.

• View event summary and record level details.

• View, manage, and quickly resolve exceptions.

• Manage Service Level Agreements (SLAs) to improve operational efficiency.

On this page

• 1 Centralized User Experience
• 2 Eagle’s Integrated Scheduler
• 3 Manage Processes
• 4 Schedule Processes
• 5 Monitor Processes
• 6 Manage Exceptions
• 7 Manage Service Level Agreements (SLAs)

Eagle’s Integrated Scheduler

Eagle’s Integrated Scheduler provides a single data model for all Eagle events and allows you to schedule jobs that span the entire Eagle product suite. Eagle’s Integrated Scheduler promotes easy integration with third party systems by leveraging the Eagle Job Management (EJM) framework. Eagle offers support for a one-time conversion from legacy to integrated schedules.

Manage Processes

In Automation Center, you can manage all processes (events and jobs) from one central location. Supported events include Eagle Accounting, Data Management, Performance Measurement, and Enterprise. Eagle provides a powerful search tool to quickly locate specific processes.

You can also manage message streams, Eagle’s rules-based packaged instructions for extracting, transforming, and loading data from multiple file formats into and out of Eagle databases. Supported message streams include data triggered message streams and scheduled message streams. Data triggered message streams are activated by external events, such as the arrival of vendor data files. On schedule message streams can be added to jobs and scheduled to run or submitted ad hoc. Message streams are also used in Eagle Job Management (EJM) processes that can be monitored in Automation Center. EJM processes allow you to effectively manage communication and data exchange workflows between Eagle and third party systems.

Jobs can contain any combination of events or other jobs and provide decision making capabilities. Supported jobs include the following:

• Basic jobs such as data archiving workflows that run a sequence of events and jobs in a specified order.

• Dynamic jobs such as performance calculations that use initiators. Initiators examine the configuration of each associated job to determine which jobs are affected by the most recent data changes.

• Static jobs such as accounting end of day workflows that process entities or securities as of a specific date or range of dates.

Schedule Processes

Eagle’s Integrated Scheduler lets you schedule processes to run at specific dates and times as well as efficiently manage schedule dependencies and notifications.

To schedule processes, you can:

• Manage schedules and specify various schedule options.

• Enable or disable schedules and set schedule priority.

• Group schedules and dedicate system resources to groups.

• Specify time zones.

• View last schedule runs and scheduling dependencies and notifications.

Monitor Processes

In Automation Center, process status information is presented in one convenient view where you can select to display summary level as well as record level of details. By using searches with date macros, you can quickly locate and show status information for a specified date range.

To monitor processes, you can:

• Monitor the status of all events, jobs, message streams, and EJM processes.

• Monitor loopbacks.

• Submit and resubmit events and jobs with or without overrides at any time.

• Reset (rerun) scheduled events and jobs within the schedule's time window while preserving dependencies and notifications.

• View and manage schedule dependencies.

• View summary level and record level details.

• View the underlying events and sub-processes of all processed events and jobs.

• View, add, or delete changes pending for dynamic jobs.

• Approve jobs that require manual checks.

• Cancel events and jobs that have not yet started or are in progress.

• View statistics, file statistics, and message details for message streams.

• View and download activity logs.

• Generate notifications based on the scheduled process status and specific scheduling options.

Manage Exceptions

All exception related activities are centralized for quick access and reconciliation in Automation Center.

To manage exceptions, you can:

• Search for and view all exceptions.

• Assign exceptions to different users and manage assignment rules.

• Manage error codes, action rules, and processing rules

• Reprocess exceptions with action rules

• Resolve exceptions with the Quick Fix feature

• Manage exception status

• Close out exceptions

• Export exception information to various file formats

Manage Service Level Agreements (SLAs)

The Service Level Agreements (SLAs) use Key Performance Indicators (KPIs) to help you measure and improve operational efficiency. KPIs are defined and assigned to processes based on the process type. Upon completion of a scheduled process, KPI execution statistics are captured so you can monitor the process SLA and generate SLA status reports. You can define benchmarks ahead of time and compare selected process KPIs against the benchmarks as time passes to better gauge performance in the near future. In Automation Center, the following KPIs are supported for selected processes: Duration, Start/Stop Time, Records per Second, Total Record Count, Processed Record Count, and Failed Record Count.