Citi Living Media Bulk Document Exporter
Citi Living Media is a Class I exporter.
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To access this exporter, click on the [Viewing
Module] button.
2. Perform an appropriate query and then tag
the desired documents from the Search Results list.
NOTE: If no documents are
tagged, an Export Error message will appear.
3. Click on the [Export] button to
access the list of Class 1 Exporters.
4. Click on the [Citi Living Media]
button.
NOTE: The IMASTER.INI file
must contain an [ExpCiti] section and you must be in the correct
database for this export to function. If not, an error message will
appear.
Select Output Folder: Click to change the
output folder which will contain the exported documents (Default is
the Export\Citi folder inside the Image-Master network folder).
Citi Firm ID: Type the appropriate Firm ID
assigned by Citi. The "AKA" portion of the filename will be
replaced with this value in each exported document.
Account Field: Select the field from the
Image-Master database that will populate the "ACCOUNT" portion of
the filename.
Select Suffix Match File: Click to change
the name of the Suffix Match Delimited Text File. A suffix
match file must be created for each suffix match field being used
that translates the Image-Master indexing information into Citi
document suffixes.
Suffix Match File Layout:
TAB delimited text file - contains two fields per
record
Field 1: Image-Master Suffix Match - Field Data
varies
Field 2: Citi Document Suffix Code - Character 6
characters max
Suffix Match Field: Select the field from
the Image-Master database that will be used to cross reference each
document to the appropriate Citi Document Suffix Code in the
Suffix Match File.
Output: Tagged documents are each exported
to individual PDF files named by the Citi Document Export
Specification:
MEDIA_REQUEST_firmid_yyyymmddhhmmss_account_partssn_LITMEDIA_suffix.PDF
Where:
firmid is as specified in the export
dialog
yyyymmddhhmmss is the year, month, day, hour,
minute, second calculated at the time each exported document is
created
account is replaced by the value from the
specified Image-Master field
partssn is replaced by the last four
characters of the D1_SSN Image-Master field
suffix is replaced by the value from the
lookup performed for each document in the Suffix Match File.
NOTE: If a corresponding
suffix value can not be located in the Suffix Match File,
the document name will be prefixed with the tag "ERROR_" and
will have a blank suffix at the end of the name.
Data and File Validation Logic - Export Processing
Logging
A processing log text file is created or appended
for each export session that is run. The log file contains the
date, time, and user running the export, as well as a line for each
tagged document that fails to export for one of the following
reasons:
A. Generated File Name is Invalid (account
or SSN fields contain impermissible characters)
B. Page Count is Invalid (zero page
document)
C. Generated File Name Conflicts with
Another Document
Caution! The current Citi export
specification may permit multiple Image-Master documents to resolve
to the same file name. The date/time element contained in the
specification only resolves to the nearest second, therefore
multiple documents may be exported for the same account and suffix
during that time period. The exporter will attempt to resolve the
conflict by waiting until the seconds sub-element advances.
However, under certain circumstances (especially in situations
where multiple simultaneous exports are being performed to the same
output folder) the exporter may be unable to create a
non-conflicting file name.
D. Exported File Verification Failure (there
was a problem verifying the document was successfully created in
the output folder)
Saving Citi Exporter Settings
Specific settings for any of the Citi Exporter
fields can be saved and used during subsequent exports.
A. Open the IMASTER.INI file in Notepad for editing
(Start, Programs, Image-Master, Image-Master Config File from the
Start Menu).
B. Navigate to the bottom of the comment section of
the file and insert the following:
First Line: [EXPCITI]
Second and Subsequent Lines: one each of the
following can be specified:
OutputFolder= full path to the desired
document output folder including trailing backslash (default is in
the network IMASTER\EXPORT\CITI folder)
FirmID= desired Firm ID (AKA) (default is
XXX)*
AccountField= name of Image-Master field to
use (default is first field in the Image-Master Database)*
MatchField= name of Image-Master field to
use (default is first field in the Image-Master Database)*
MatchFile= full path and filename of match
file to use for document suffix (default is CITIXREF.TXT in the
network IMASTER folder)
LogFile= full path and filename of
processing log file (default is CITIEXPORT.LOG in the network
IMASTER folder)
Omit the line entirely to have it start at the
specified default value. Including a setting as blank after the
equal sign will explicitly set the value to blank.
Defaults marked with an asterisk (*) are
placeholder values and these settings will most likely need to be
explicitly specified in order for the exporter to produce useful
results.
For example, for a typical Vertican
Image-Master database these are the values that would be used
(Items not listed assume the default values as specified
above):
[EXPCITI]
FirmID=ABC
AccountField=FWFILENO
MatchField=CMT
5. Click the [Export Documents]
button.
NOTE: If any errors
occurred or documents were skipped, the Export Processing
Completed message box will indicate how many documents were
exported and how many documents had errors.
6. Click the [OK] button.
Related Topic
Image-Master Bulk
Document Exporter Introduction
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