B2 Channel Doc Generator
Upcoming SlideShare
Loading in...5
×
 

B2 Channel Doc Generator

on

  • 238 views

The B2 Channel Doc Generator is a tool which allows banks to automatically generate documentation such as Message Implementation Guides (MIG's) for their clients from a single central data ...

The B2 Channel Doc Generator is a tool which allows banks to automatically generate documentation such as Message Implementation Guides (MIG's) for their clients from a single central data repository.
This ensures that the client documentation only contain the information relevant to a client's requirements and are always produced using the most up to date information.

Statistics

Views

Total Views
238
Views on SlideShare
237
Embed Views
1

Actions

Likes
0
Downloads
3
Comments
0

1 Embed 1

http://www.docshut.com 1

Accessibility

Upload Details

Uploaded via as Microsoft PowerPoint

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

B2 Channel Doc Generator B2 Channel Doc Generator Presentation Transcript

  • B2 Channel Doc GeneratorDocument Automation OverviewB2 TDI Limited, 60 Lombard Street, London EC3V 9EA, T: +44 203 178 5910 E: info@b2-tdi.com © 2012 GXS, Inc.
  • Content• Introduction to the B2 Channel Doc Generator• Overview of the B2 Channel Doc Generator• Benefits of the B2 Channel Doc Generator © 2012 GXS, Inc.
  • Introduction• The B2 Channel Doc Generator is specifically designed and built for the automated generation of client documentation• Examples of client-facing documents that can be generated by the B2 Channel Doc Generator include: – ISO XML 20022 Version 3 Credit Transfer Message Guides – ISO XML 20022 Electronic Account Management Messages – Overview Guides for the ISO XML 20022 functionality offered by the bank• The B2 Channel Doc Generator generates bank-specific content and layout for each type of document• The B2 Channel Doc Generator generates client specific documents containing only the message types relevant to the client’s requirements• The B2 Channel Doc Generator uses a single shared database to ensure that all documents refer to current master data• The B2 Channel Doc Generator is hosted by B2 TDI and is accessed through the use of a Virtual Desktop, which does not require software to be installed on the user desktop. © 2012 GXS, Inc.
  • The Documentation Tool – Action BarThe left hand side ofthe Main Windowcontains the optionsavailable to the userin the form buttons.This region isknown as the ActionBar.The Action Bar isonly available tousers withAdministratorRights. The ActionBar is not shown tothe typical user .Bank users canmaintain the contentof the documentsbeing supported bythe tool. Once thedocuments areupdated, they formthe basis for alldocumentsproduced by theB2 Channel DocGenerator © 2012 GXS, Inc.
  • The Documentation Tool – Main Window This area of the B2 Channel Doc Generator is reserved to display further selection options to the user, depending on the document type that has been selected in the Documents listThe Main Windowcontains two top levellists for the user toselect whichdocument(s) theywish to produce.Technical DocumentsAt present, the toolonly supports thegeneration of theMessageImplementation GuideDocumentsThe Documentsselection list allowsthe user to selectwhich type ofdocument set is to begenerated. The usercan only select ONEspecific document set. © 2012 GXS, Inc.
  • ISO 20022 Credit Transfer Country Specific Guide On selecting the option of ‘V3 CT Guide’ on the Documents list, detailed selection options will be displayed. The option are: •Method of payments •Region •Countries and •Individual Messages Each of the 4 options above supports multiple selection. For example, the user can select the ACH Credits, Check and Drafts together. The content of the Countries list will be refreshed automatically when the user has selected the regions The user can select multiple messages from the list. The list will alsoIf the user has selected the ‘Output remember the items that have been selected. If the user selects items the document in PDF’ option, the on the list and changes the selection of other lists such as Countries, B2 Channel Doc Generator will then the Messages list will deselect the items that have been previously generate the document set in PDF selected by the user if they are applicable to the current selection. In this format instead of Excel format way, the user is not required to search and reselect the previously selected items manually. © 2012 GXS, Inc.
  • ISO 20022 Credit Transfer Country Specific Guide This screen print shows the output of the document set in PDF format, using the selection criteria defined in the previous slideThis method is ideal for the user to generate a document set with a handful of the country specific messages in PDFformat. If the selection of messages is large, the user is recommended to generate the document set using Excelinstead of PDF, in which case each message will be presented in an Excel Column and the client can selecthorizontally in the Excel to review all the message.Alternatively, the user can use the Group by Country option next to the Output the document in PDF option at thebottom of the main window. The Group by Country Option will group the output of the message by country such thateach Excel worksheet will contain messages for one country. In PDF, the guide will be presented with multiplesections, in which each section contains the messages of one country. The option that allows the user to generate the document set with an XLXS tab for each country © 2012 GXS, Inc.
  • ISO 20022 Credit Transfer Country Specific Guide This screen print shows the output of the document set in the XLSX format using the selection criteria defined in the previous slide. Messages for each country will be grouped in a sheet if the Group output document by country option is selected © 2012 GXS, Inc.
  • ISO 20022 EBAM Message Guide The content of the Message selection list is populated with the choice of Message Types. The user can select multiple EBAMThe Message Types list shows the EBAMmessage types. The user can select multiple messages for the generation of the documentationMessage Types on the list. The default option is generating the EBAM document set in Excel format. The user can select the PDF option by checking the ‘Output the document in PDF’ option box. © 2012 GXS, Inc.
  • ISO 20022 EBAM Message Guide This screen print shows the EBAM document set in Excel formatEach EBAM message is being shown on a separate tab. © 2012 GXS, Inc.
  • Overview GuidesThe Message Types list shows the variety of the Whilst the B2 Channel Doc Generator allows theOverview Guides available in the B2 Channel Doc user to select multiple message types so that allGenerator. The user can select multiple entries in the related overview guides will be displayed in theMessage Types list. The Overview Guides list will show Overview Guides selection list, the user can onlyall the documents available under the current selection. generate one document at a time. The B2 Channel Doc Generator supports the generation of the guides in either Microsoft Word or PDF format. © 2012 GXS, Inc.
  • Benefits• Single shared data repository• Documents are always produced from current data, ensuring currency of information• Documents are client payment type specific not ‘one size fits all’• Hosted service accessible globally throughout the Bank with no infrastructure costs © 2012 GXS, Inc.
  • Contact:B2 TDI +44 203 178 5910info@b2-tdi.com © 2012 GXS, Inc.