User arguments for Bank Statement Scanning

This table shows the required user arguments in RPA:

User argument Description Sample value
bankStatementFolderPath Folder where bank statements are read. C:\BankStatement
configurationFolder Specify the internal working path where all scanned documents are placed along with the Logs, Success, and Failure Folders.

Ensure that you or the robot have access to the computer drive or server, and have no restrictions to create files and directories.

C:\RPA Bank Statement
distributionType Specify one of these values to define the recipient of the ION Notification after each RPA process completes:
  • USER: Specific user
  • GROUP: User group
USER

or

GROUP
emailAccount Specify the email address that receives bank statement documents.

user@company.com

emailFolder Email folder designated for RPA to retrieve emails. For subfolders, use this format: Main folder name/Subfolder name Bank Statements
emailSource If you are using the Outlook application, specify OutlookClient. If you are using Outlook through a web browser, specify GraphEmail. OutlookClient

or

GraphEmail
numberOfEmails Defines the maximum number of unread emails that are processed in each run. 50

or

100

sendEmail To receive an email notification, specify TRUE. Otherwise, specify FALSE. TRUE

or

FALSE
sendNotificationAll To enable notifications for each bank statement, specify TRUE. Otherwise, specify FALSE. TRUE

or

FALSE
SendSuccessNotification To enable success notifications for each bank statement, specify TRUE. Otherwise, specify FALSE. TRUE

or

FALSE
SendFailureNotification To enable failure notifications for each bank statement, specify TRUE. Otherwise, specify FALSE. TRUE

or

FALSE
userIdentifier If you set the distributionType to USER, you must specify the value in Security User GUID for the user. You can find this value in OS > Security > Manage > Users. This user receives an ION Notification in the M3 Inbox when the RPA process is finished.

If you set the distributionType to GROUP, you must specify the name of the user group created in OS > Security > Manage > Groups. Users connected to this group receive an ION Notification in the M3 Inbox when the RPA process is finished.

Note: You must have the UserAdmin role to access this information.

ABCGROUP

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