User arguments for Bank Statement Scanning

This table shows the required user arguments in RPA Assistant or RPA Management:

User argument Description Sample value
bankStatementFolderPath Folder where bank statements are read. C:\BankStatement
configurationFolder Defines 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 Determines the recipient of an ION Notification generated after the RPA process is complete. Set this to USER for a specific user to receive the notification or to GROUP for a user group to receive the notification. 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 the distributionType is set to USER, the value in Security User GUID for the user must be configured. The value is found in OS > Security > Manage > Users. This user receives an ION Notification in the M3 Inbox when the RPA process is finished.

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

Note: A user with the UserAdmin role is required to access this information.

ABCGROUP

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