Import consolidated bank statements

This eWorkflow enables you to automatically import consolidated bank statements to eDocumentation using the Halcom integration with PANTHEON.

The eWorkflow is divided into the following steps:

1. The eWorkflow selects the relevant bank account and logs in to Halcom or retrieves the session data. In this step, the key blocks are the Script and Run workflow blocks.

2. Then, the eWorkflow sends a request to Halcom to receive bank statements and obtain the data on the bank statements available for transfer. The key block in this step is the REST mailbox block.

3. The eWorkflow downloads the selected bank statements from Halcom and imports them as a single file into the Documentation. The key blocks in this step are the REST mailbox and Load to DMS blocks.

For the eWorkflow to work properly, no additional settings need to be defined.

To import the eWorkflow, follow the procedure described in Transferring eWorkflow via PANTHEON Web Service.