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

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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

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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
FTP Upload Files This operator is used to send files from an OpalisRobot machine to an FTP server.
FTP Download Files This operator is used to download files from an FTP server to an OpalisRobot machine.
FTP Create Folder The FTP Create Folder object is used to create a new folder on the FTP server.
FTP Rename Files This operator is used to rename files on an FTP server.
FTP Delete Files This operator is used to delete files and folders on an FTP server.
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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