Overview
For Genpact Deductions Recovery, the configuration includes defining the saga steps and configuring a YAML file each for all the saga steps like extraction, eyeball and validation in a workspace.
The configuration of each workspace is defined as a ConfigSet in the Administration site. The basic configuration is available out-of-the-box (DeductionConfiguration). However, a user with access to the Administration site and rights to modify can update the configuration per requirement.
Create a ConfigSet
- In the Administration site, go to Administration>Global Settings>ConfigSets.
- Copy the DeductionConfiguration, to create a new ConfigSet for a workspace.
- Edit the new ConfigSet to make changes.
The window to edit configuration properties opens up in a new tab in your browser window.
Each YAML file is a configuration file for different steps. - Click a YAML file to open and update the parameters per requirement.
Following is the list of configuration files defined in a ConfigSet:
| Configuration file | Description |
|---|---|
| CaseForm caseform-invalid-reasons.yaml | Configures the reasons for which a case form is marked invalid in the portal. |
| CaseForm caseform-validation-statuses.yaml | Configures the validation status for a case form in the portal. |
| configuration.yaml | Configures the basic OpenAI and DocIntel extraction connection configuration. |
| deduction-manual-request-model.yaml | Configures the fields to translate the extracted and stored data (from JSON) to an XML or a JSON file. |
| document-validation-types.yaml | Configures the DB fields to be used in validation rules. |
| document-validation.yaml | Configures the validation rules for header and line items. |
| email-classify.yaml | Configures the email classification criteria. |
| EmailTemplates deduction-billback-email-templates.yaml | Configures the billback email templates for deductions. |
| ERP-Mapping adf-backup-csv-mapping.yaml | Configure back up file mapping to the system. |
| ERP-Mapping adf-invoice-mapping.yaml | Configure invoice mapping to the system. |
| ERP-Mapping adf-report-mapping.yaml | Configure ERP report mapping to the system. |
| Extraction backup-file-standardized-extraction-output-template.yaml | Configures standard extraction file template or the system schema, the fields that will be translated to JSON from the backup file data extracted by the DocIntel and using OpenAI GPT 4.0 model. |
| Extraction pod-file-standardized-extraction-output-template.yaml | Configures the fields that will be translated to JSON from the POD file data extracted by the DocIntel and using OpenAI GPT 4.0 model. |
| Eyeball eyeball-config-backup.yaml | Configures which backup file fields will be visible in the eyeball page in the UI and how. |
| Eyeball eyeball-config-pod.yaml | Configures which POD file fields will be visible in the eyeball page in the UI and how. |
| references.yaml | Configures the reference terms existing in the email subject based on which the emails are classified and response is sent to the relevant case. |
| Saga saga-backup-file.yaml | Configures the order steps of the Genpact Deductions Recovery process for backup files. You can define the order in which you want to execute the steps and the steps that you want to skip. |
| Saga saga-invoice-image-file.yaml | Configures the order steps of the Genpact Deductions Recovery process for the invoice images. You can define the order in which you want to execute the steps and the steps that you want to skip. |
| Saga saga-packing-list-file.yaml | Configures the order steps of the Genpact Deductions Recovery process for the packing list. You can define the order in which you want to execute the steps and the steps that you want to skip. |
| Saga saga-pod-file.yaml | Configures the order steps of the Genpact Deductions Recovery process for the POD files. You can define the order in which you want to execute the steps and the steps that you want to skip. |
Connect a ConfigSet to a workspace
- In the Administration site, go to Administration>Lookup Table>Deduction DataModel.
- For Tenants, create a new record with a specific name.
- For TenantWorkspaces, create a new record and add the following details:
- Name: A unique name.
- Description: A short description of the workspace.
- Slug: The name of the workspace.
- ConfigSetId: The ID of the ConfigSet created for the specific workspace. Copy the ID from the ConfigSet (Administration>Global Settings>ConfigSets), and paste here.
