WORKFLOW MANAGEMENT

ITAS offers two types of workflows:

Scripted workflows

Scripted workflows that are managed by the Workflow API and the associated Workflow Engine. Typically these are used to perform a simple action triggered by an Event Notification or Time/Date Trigger. In most cases users will use the Notification service to send an alert if a data item is changed and meets specific conditions, but a workflow can be created that carries out this task but also initiates a simple action.

Workflows triggered by Event Notifications

These generally involve more logic-based actions such as the ITAS Heritage Alerts Listener service and the Data Processing Service for those actions that are within the latest version of ITAS.
Enterprise clients can create workflows that are managed by their own middleware but provide the same functionality; an Event is detected and actions are initiated in response.
Larger, more complex, processes that include a series steps and dependencies to manually perform a pre-defined task (such as submitting End of Month accounts) would generally not be created as a workflow but as a Task Management process that is accessed from the Data Portal interface in a similar way to a Data View.

For more information and real use cases please visit the Case Studies on the resources page.

Data Management features

Access ITAS data directly from Excel and PowerBI

API-enabled access was once the sole preserve of Enterprise operations, i.e. those with in-house development capability. In order to bridge the gap and allow citizen-driven API integrations we have introduced the OData (Open Data Protocol) Service. It is a dedicated service that can integrate with any application or platform that supports OData feeds which includes Microsoft Excel and Power BI. It enables user-access to ITAS Data Entities, Reports and Actions whilst implementing common policies and permissions managed through ITAS.

View your Data assets in a flexible grid

One of the key features offered by the Data Portal is the Data Views and Extended Properties. We have employed a task-driven approach where a unique user or group can access the specific data and toolset they require to complete a task or operation. The Data Views (tasks) can be accessed directly from the primary navigation, and the additional data and tools (Extended Properties) will be available.

Data Processing Services

Do you need to automatically move or update data, process files when they are received, pull data from a web feed or automatically react when an alert is received? From weighbridge processing, to exchange rate downloads, P&L calculations to metals pricing - the Data Processing Service (DPS) can be customised* to manage just about any automated task that 'just needs to get done', quickly and efficiently. * Custom processing may require development at an additional cost.

Create Data Queries to use in external applications

One of the most valuable aspects of any commodity trading application is its reporting capability. The Reporting Dashboard offers both data manipulation grids for investigative queries and templated positional reporting of aggregated data for executive use. As there is no ‘standard’ definition of a report, all Reporting Dashboard screens are customised to your requirements.

Data Reports and Analysis Tools

ITAS Enterprise

Enterprise clients have their own IT (development) capability allowing them to fully utilise the open architecture provided by the ITAS API.

ITAS API and Integration

The overall purpose of the ITAS API is to provide external access to the ITAS system, both in terms of data and functionality. The API endpoints provide that point of contact and allow us to create a layer between ITAS and external usage.

Video - Workflows

Combining the elements of the previous modules this is a practical demonstration of the components of a workflow using a simple invoice notification scenario

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