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Data can be sent to Third Parties using the export function and a fixed-width or delimited text file that is created outside of Temenos Infinity.

The Exports page in System Management > Exports provides system administrators with the ability to create and manage Account, Case,, and Comment in Temenos Infinity.

The grid within this page displays the following columns of information for each export:

Column	Description
Name	Displays the name of the export.
Export Type	Displays the type of export selected within the Create drop-down.
Active	Displays a  if the export is active in Temenos Infinity.
Last Modified	Denotes when the last modification was made.
Modified By	Denotes who made the last modification.
Last Run Date	Displays the date and time the export was last run.
Last Run Status	Displays the status of the last export (Success, Fail).

From the top toolbar, administrators are provided with the ability to create, edit, copy, and delete an export, as well as perform the following actions: 

Button	Description
	Click to execute an "On Demand" export. Exports must be executed in this way if they are not set to run automatically on a schedule. Export processes are recorded within Help > Processes in the Ribbon Bar.
	Select the drop-down, and click  to define the Connection Parameters required to export letter files to a Third Party. These settings are used when a letter is set to Outbound Export. Reference the following section for more information on Letter Export Settings: Letter Export Settings Letter Export Settings allow administrators to define the Connection Parameters required to export letter files for Third Parties to process. These settings are used when a letter is set to Outbound Export. Enter the File Name. Select the Transmission Method (Network, SFTP (SSH), or FTPS (SSL). If SFTP or FTPS is selected, the Port field automatically populates with a port number. The System Administrator can overwrite this by entering in new numbers. If Network is selected, the following fields display: If SFTP(SSH) is selected, the following fields display: If FTPS(SSL) is selected, the following fields display: Enter in the required fields and click . The letter can now be exported via the caLetterExport.exe that runs as part of the scheduled daily processes Letter exports are not a standard custom export; therefore, letter exports do not populate within the Exports page once the Letter Export Settings are saved, and cannot be run on-demand. The Letter Export Settings are used to set the parameters for the Letter Export process, which is only controlled through the Processes tab in Server Manager (ProcessID 10), and not from the Exports page in System Management. When letters are exported, they are generated in one comma delimited file, with quote enclosed records for each letter in the file. During execution of the Letter Export process, the Process Log is updated to display a count of the total number of letters exported. This count includes the total number of letters exported, the total number exported successfully, and the total number of letters that failed the export, in the following format: Total Number of Letters: X, Letters Exported Successfully: X, Letters Failed: X. (where X = the total number of letters). Letter export functionality does not support the export of grid data. If a letter contains a grid, the letter exports with all content excluding the grid.

The Exports topic includes the following information to assist administrators with creating, copying, editing, and deleting an export:

• Export Types
• Export Attributes
  • General
  • File Detail
  • Fields
  • Schedule
  • Criteria
• Creating an Export
• Initiating an Export
• Editing an Export
• Copying an Export
• Deleting an Export

Export Types

The following export types are available within Temenos Infinity:

• Account Exports
  • Custom
  • Assignment
  • Unassignment
  • Dialer
• Case Exports
• Comment Exports

Account Exports

Account exports enable institutions to configure accounts to be included within an export based on defined criteria.

Custom

Allows institutions to configure accounts and queues to be exported.

Assignment

Allows institutions to export accounts to their respective company when assigned to Third Party queues.

Unassignment

Allows institutions to export accounts to their respective company when unassigned to Third Party queues.

Dialer

Allows institutions to export accounts to dialers when unassigned from Dialer queues.

Case Exports

Case Exports allow institutions to use case level fields to set export criteria. This export process can be used to recreate the case structure in an outside system to view or create custom functionality.

Comment Exports

Comment Exports allow institutions to use workflow level fields to set the export criteria.

Export Attributes

All Exports share common attributes that are defined when creating, copying, or editing an export.

General

The following General attributes are defined within the General tab: 

Attribute	Description
Name	Enter a unique name for the export. Exports of the same type must each have a unique name; therefore, an error is received when trying to save an export that includes the same name as an existing export of the same type.
Description	Enter a description for the export.
Active	Select the check box to activate the export. If the export is active, and the scheduled process is run, the export is executed.

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File Detail

File Detail attributes enable the administrator to manage the file parameters associated with the export. The required attributes within this tab varies according to the Transport Type. In the example below, the following parameters display when FTP is the selected Transport Type:

 

The following File Detail attributes are defined within the File Detail tab:

Attribute	Description
File Type	Select Delimited Text File or Fixed Width Text File from the drop-down list. Once the file type is chosen, only the fields associated with that file type are enabled. This field does not display for Metro2 Exports
Column Delimiter	Select a column delimiter from the drop-down list to identify how columns within the file are separated in the export. This field is only enabled when the File Type is Delimited Text File.
Text Qualifier	Select a Text Qualifier to identify how text displays in the file. For example, if “ is inserted as the text qualifier, the fields in the export appear as follows: “Field 1,” Field 2,” etc. This field is only enabled when the File Type is Delimited Text File.
Row Delimiter	Select a Row Delimiter to identify how to distinguish rows of data in the file. This field does not display for Metro2 Exports
Transport Type	Select how the file is to be transported, from the drop-down list. The available choices are: Folder SFTP (SSH) FTPS (SSL) When making this selection, it is important that the file transport type is secure.
Folder Path	If Folder is the selected Transport Type, enter the folder path for the location where the export file is to be placed on the server.
File Name	Enter the naming convention of the file, including the file extension, with no spaces.
SFTP Server	If SFTP is the selected Transport Type, enter the SFTP Server name. This parameter is required, if the Transport Type is set to SFTP.
SFTP UserName	If SFTP is the selected Transport Type, enter the SFTP UserName. This parameter is required, if the Transport Type is set to SFTP.
SFTP Password	If SFTP is the selected Transport Type, enter the SFTP Password. This parameter is required, if the Transport Type is set to SFTP.
SFTP Port	If SFTP is the selected Transport Type, enter the SFTP Port. By default, this parameter is set to 22. This parameter is required, if the Transport Type is set to SFTP.
FTPS Server	If FTPS is the selected Transport Type, enter the FTPS Server name. This parameter is required, if the Transport Type is set to FTPS.
FTPS UserName	If FTPS is the selected Transport Type, enter the FTPS UserName. This parameter is required, if the Transport Type is set to FTPS.
FTPS Password	If FTPS is the selected Transport Type, enter the FTPS Password. This parameter is required, if the Transport Type is set to FTPS.

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Fields

Field attributes allow administrators to select the fields to include in the export.

The grid within this tab displays the following information about each field included in the export:

Column	Description
Field	Displays the location of the field in Temenos Infinity.
Column Name	Displays the field name that appears in the export. This column pre-populates with the field name in the database, but can be modified by clicking within the column.
Length	Displays the length of the field in the export file. This column pre-populates with the field length in the database, but can be modified by clicking within the column.
Format String	Enables the ability to define the format in which date fields display in the export. When a date field is added to the export, this column becomes editable and provides the ability to select one of the following options from a drop-down: mm/dd/yyyy mm/dd/yyyy hh:mm YYMMDD

From this tab, administrators are able perform the following actions:

Button	Description
	Provides the ability to add fields to the Export. Clicking this button opens the Field List for the selected export type. The fields displayed in the list depend on the type of export being created.  If creating a custom dialer export, an Include TCPA Consent Indicators field is available to capture consent to contact a phone number and be in compliance with the Telephone Consumer Protection Act. For additional information about TCPA Consent Indicators please see the Temenos Standard Dialer Interface Guide. If creating a Comment export, an Account folder and a Person folder display in the field list, both containing person information. The fields in the Person folder pertain to the person on which the workflow was run. Because a workflow/comment is always tied to a person, and may be tied to one or more accounts and/or a case, the Export may display multiple rows for the same workflow/comment depending on the combination of Account, Person, and Case fields chosen. The field list is a feature used throughout Temenos Infinity to define the fields to display on reports, views, and exports. It is also used in criteria building for reports, views, exports, and searches. The field list is a feature used in criteria building for searches. Each field selector window looks the same regardless of how it is accessed. In the below example, the field selector has been accessed through the Fields tab when creating a new report. By default, the field selector opens in a tree format with expandable folders and sub-folders. Field Tree When using the Field Tree format, click the arrow next to the field name to expand or collapse the list of available fields. Expand each section until the desired field is found, or search for the field by entering text into the search text box, and hitting Enter on the keyboard. Once the desired field is located, highlight the field, and then double-click the field, or select  at the top of the field selector window, to add it to the field list. Once the desired field is located, highlight the field, and then select an operator, define the value, and click Update. Search Grid To change the view of the field selector from a tree to a search grid format, click the View drop-down in the top of the field selector window, and select Search Grid. Using the Search functionality, locate the desired field by entering text into the text box, and hitting Enter on the keyboard. A list of results displays including the field name and location in Temenos Infinity.  Once the desired field is located, highlight the field, and then double-click the field, or select  at the top of the field selector window, to add it to the field list. Once the desired field is located, highlight the field, and then select an operator, define the value, and click Update.
	Provides the ability to add a column to the export file and specify a value for each record in the column. Administrators have the ability to enter a date field constant enclosed in brackets. The constant is formatted as [TODAY +/- N] (where N is a number of days to add/subtract).
	Highlight a row within the grid and click to remove the field from the export.

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Schedule

Schedules can be added to an export to run the export automatically or on demand. When using a set schedule, exports can be run on a daily, weekly, or monthly basis. When On Demand is selected, the export only runs when  is clicked within the toolbar on the Exports page.

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Criteria

Within the Criteria tab, define the criteria an account, case,, and comment must meet in order to be included in the export using the criteria builder.

 The criteria that can be set is dependent on the export type:

• Account Custom Export - Use the field list to set the criteria for the export.

• Account Assignment/Unassignment Export - When accounts are assigned to Third Party queues they can be exported to the respective company when the export is configured. Accounts can also be unassigned. This is set in the Criteria tab as shown below. The list of companies is defined in System Management > Address Book > Companies.

• Account Dialer Export - Use the options below to choose the queues from which this export pulls accounts. If the "All" option is selected, accounts are pulled from all Dialer queues in Temenos Infinity. If the "Select Specific Queues" option is selected, a control appears to select which queues should be used to support the accounts for the export.

• Case Export - Case Exports are used in the Collections module. The Case Export uses case level fields to set the criteria. This export process can be used to recreate the case structure in an outside system to view or create custom functionality.

• Comment Export - The Comment Export uses the workflow level fields to set the criteria, such as workflow name, created date, etc. Select the Last Export Filter check box at the bottom of the screen to include any comments made since the last export date.

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Creating an Export

To create a new Export, click , and select an export type.

Within the New Export screen, define the General Export attributes.

After all General attributes are defined, navigate to the File Detail tab to enter the file parameters associated with the export.

Upon completion of the file detail parameters, navigate to the Fields tab to add or remove the fields included in the export.

If desired, after all fields have been added, click within the Column Name and/or Length column(s) to make any necessary modifications. If a date field has been added, click within the Format String column to select a date format.

To change the order of the fields, drag and drop the field(s) into the desired position in the grid.

Once all fields have been configured, set the export schedule within the Schedule tab.

After the export schedule has been set, navigate to the Criteria tab to define the data to be included in the export.

Upon completion of all export attributes, click  to create the new export and return to the Exports page. The new export populates within the Exports grid.

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Initiating an Export

To initiate an export that is configured to run on demand, select the export within the Exports grid and click .

A pop-up window appears stating that the export is executing. When finished executing, the pop-up window automatically updates to indicate the success or failure of the export, along with the time it took to execute, the location it was sent to and instructions to follow.

When finished reviewing the export status and instructions, close the pop-up window.

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Editing an Export

• To edit an export, double-click on the desired export within the Exports grid or highlight the export and click .
• The Edit Export screen appears.
• Navigate through the tabs and make any necessary changes to the export.
• When finished, click  to retain the modified export settings and return to the Exports page.

Copying an Export

• To copy an export, double-click on the desired export within the Exports grid or highlight the export and click .
• The Copy Export screen appears.
• Update the name of the export within the General tab, and navigate through the other tabs to make any additional changes to the export.
• When finished, click  to create the new export and return to the Exports page.

Deleting an Export

• To delete an export, highlight the desired export within the Exports grid and click .
• A confirmation message appears. Click Yes to delete the export or No to retain the export and return to the Exports page.

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