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Automation

Info

General information

konfipay offers the possibility to automate processes and workflows in banking communication. Since Version 3.6.0, authorized users can access the menu via the menu item Automation independently in order to determine for their client whether, when and how often konfipay performs certain tasks.

Edit tasks

Via the menu item Edit the interval and the time of the execution of a task can be influenced. Various time intervals are available, whereby tasks can be automated a maximum of every 15 minutes and at least once a day.

The individualisation of automation intervals is only available for bank accounts using an own EBICS contact. When connecting via SRZ, the automation intervals are set centrally by konfipay (an exception are the options for PayPal accounts).

Automation of a task in konfipay

Recommended intervals

For each task there is a recommended interval for execution. The recommended interval is set as the default for each task at the beginning, but can be modified as desired.

With the individualization of the automation starting with konfipay version 3.6.0, some of the previous intervals were adjusted. For example, the retrieval of the EBICS customer log was performed every 15 minutes up to version 3.5.3. With update 3.6.0, the interval was changed to every 2 hours.

Task

Interval old

(before version 3.6.0)

Interval new

(from version 3.6.0)

Note

Retrieve EBICS logs

Every 15 minutes

Every 2 hours

Adapted

Retrieve payment status logs

Every 15 minutes

Every 2 hours

Adapted

Retrieve prebooked items

Hourly

Every 6 hours

Adapted

Retrieve account transactions

Hourly

Every 4 hours

Adapted

Retrieve collective posting files

Every 3 hours

Every 6 hours

Adapted

Retrieve various files

Every 3 hours

Every 3 hours

Unchanged

PayPal account balances and transactions (SOAP)

Hourly

Hourly

Unchanged

PayPal account balances and transactions (REST)

Hourly

Hourly

Unchanged

Retrieve account list

Daily (02:00)

Daily (02:00)

Unchanged

Bank key retrieval

Daily (00:30)

Daily (00:30)

Unchanged

Retrieve PayPal account balances and transactions (REST, Historical)

Daily (16:00)

Daily (16:00)

Unchanged

Retrieve PayPal account balances and transactions (SOAP, Historical)

Daily (16:00)

Daily (16:00)

Unchanged

In order to reduce the load on the EBICS data centers connected to konfipay due to regular requests, the time periods between executions were increased in most cases.

Enable and disable tasks

Each automation can be activated and deactivated individually. A deactivated automation has the consequence that the task will no longer be executed automatically by konfipay. However, running tasks will not be aborted, but will continue to be executed until the task is completed.

Perform tasks

With the function Perform task a task can be started immediately - independent of the defined execution interval. The task is executed by konfipay in the background, so that the user can perform other activities in parallel without having to wait for the completion of a task.

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