OpalisRobot

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OpalisRobot

• CAP for FTP

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Common Transactions

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

3
Current Methods Shortcomings

• Scripting Approach
• Dont 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
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FTP Objects
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FTP Objects
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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

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Detailed Logging Reporting

Get details on time, connection status, number of
files successful, number of files failed, and
file name (path).
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OpalisRobot vs. Scripts

• Incorporate old scripts
• Create new data transactions with
• Escalation notification branches
• Detailed logging
• Transaction reporting
• Clean-up routines maintenance tasks

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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