b2 channel doc generator
DESCRIPTION
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.TRANSCRIPT
© 2012 GXS, Inc.
B2 Channel Doc GeneratorDocument Automation Overview B2 TDI Limited, 60 Lombard Street, London EC3V 9EA, T: +44 203 178 5910 E: [email protected]
© 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 Bar
The left hand side of the Main Window contains the options available to the user in the form buttons. This region is known as the Action Bar. The Action Bar is only available to users with Administrator Rights. The Action Bar is not shown to the typical user . Bank users can maintain the content of the documents being supported by the tool. Once the documents are updated, they form the basis for all documents produced by the B2 Channel Doc Generator
© 2012 GXS, Inc.
The Documentation Tool – Main Window
The Main Window contains two top level lists for the user to select which document(s) they wish to produce. Technical DocumentsAt present, the tool only supports the generation of the Message Implementation Guide DocumentsThe Documents selection list allows the user to select which type of document set is to be generated. The user can only select ONE specific document set.
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 list
© 2012 GXS, Inc.
ISO 20022 Credit Transfer Country Specific Guide
If the user has selected the ‘Output the document in PDF’ option, the
B2 Channel Doc Generator will generate the document set in PDF
format instead of Excel format
The user can select multiple messages from the list. The list will also remember the items that have been selected. If the user selects items on the list and changes the selection of other lists such as Countries, then the Messages list will deselect the items that have been previously selected by the user if they are applicable to the current selection. In this way, the user is not required to search and reselect the previously selected items manually.
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
© 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 slide
This method is ideal for the user to generate a document set with a handful of the country specific messages in PDF format. If the selection of messages is large, the user is recommended to generate the document set using Excel instead of PDF, in which case each message will be presented in an Excel Column and the client can select horizontally 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 the bottom of the main window. The Group by Country Option will group the output of the message by country such that each Excel worksheet will contain messages for one country. In PDF, the guide will be presented with multiple sections, 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
Messages for each country will be grouped in a sheet if the Group output document by country option is selected
This screen print shows the output of the document set in the XLSX format using the selection criteria defined in the previous slide.
© 2012 GXS, Inc.
ISO 20022 EBAM Message Guide
The Message Types list shows the EBAM message types. The user can select multiple Message Types on the list.
The content of the Message selection list is populated with the choice of Message Types. The user can select multiple EBAM messages for the generation of the documentation
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
Each EBAM message is being shown on a separate tab.
This screen print shows the EBAM document set in Excel format
© 2012 GXS, Inc.
Overview Guides
The Message Types list shows the variety of the Overview Guides available in the B2 Channel Doc Generator. The user can select multiple entries in the Message Types list. The Overview Guides list will show all the documents available under the current selection.
Whilst the B2 Channel Doc Generator allows the user to select multiple message types so that all related overview guides will be displayed in the Overview Guides selection list, the user can only 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
