Automation
Info
Direct link: konfipay (DE) | konfipay (CH)
Navigation path: Client management > Automation
Quick navigation: Automatisierung
User groups: Admin, Full access, Management
Required permissions: Automation
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.