Barclays -Claims Manager - ICM Auto pay – Implement and test run

ICM Auto pay – how to implement

How to

 Refer Manual :   M:\WWW\Manual_reviewed\P_550_Payment_and_Settlement\P100_Adding_Payment_and_Settlement\P980_Adding_Auto_Payment\P980_Adding_Auto_Payment.html

1.   Go to SETUP-->Local (implementation) Scripts option and click "Upload.." button, autopay.TXT. (Refer Barclays CM for the file)
2.  Add a new stage in the MSGS service's daily import scheme, for invoking Autopay. MSGS is chosen because, it is the one which execute the payment flow.
3.  use the stage in the serviceCustom.
4.  Include the below files to the service if these are not already included:
   <!--#include file="z_std_inc_paysett\payitems_doupdates.txt"-->
   <!--#include file="z_std_inc_paysett\paysett_svc_gen_activities.txt"-->
   <!--#include file="z_std_inc_paysett\paysett_autopay_activities.txt"-->
   <!--#include file="autopay.txt"-->

There had been lots of confusions to get the payment working in Barclays. But after further analyses all were integrated together. Refer JIRA https://jira.cognizantproducts.com/browse/MER-8462 for the full details and history.

Barclays requirement:

 Barclays have 3 level payment approval (3 eye). Auto pay is needed for ICM matched claims only. Also, the 3eye approval is not needed in case of Auto payment.

 -  there are some scenarios where the claims will not be included in auto payment. ie when MAT did not happens. Such cases, payment has to be done manually, with a 3 eye approval cycle.

 - For ICM items, it MAT did not happen through Match Service, then Matching cane be initiated Manually. select the claims, right click Force Match. 

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 - Once force matched , the payment can be done manually.

ICM Auto pay – test run

1. You can use the jira https://jira.cognizantproducts.com/browse/MER-9243 for steps to run autopay

​Summary is,

1. Pre Steps are
   1. Create sample dividend data, import Dividend and get MatchBy and CLE populated.
   2. Run Match Service to get Match status populated
   3. ICM items which are already matched, and the PayDate <currentdate-5 are considered for Auto Payment
2. To run Autopay
   1. Run MSGS
   2. Auto pay is set as a stage in the beginning MSGS service
   3. Check the logs
   4. Check the records in DIVIDEND tab. Once the autopayment is done, the DIVIDEND worksheets will show the Claims as marked Closed