Abilty to import Excel data and auto-create new transactions

[jdsullivan]

Create utiilty to enable import of an excel (*.csv) formatted spreadsheet from Processor workspace. UX screen will need to enable mapping of columns to Chorus BPM data fields with options to include/exclude column. Need to include a preview that states what will happen (i.e. 27 new UNIT - WRKT transactions will be created with the following data fields ACCT, SSNO, AMT, etc.) Each row will create new transaction (Case or Transaction) in Chorus BPM and they will execute the related process flow.  This utility will enable sunset of some RIP feeds and enable rapid ingestion of data into the system that is currently locked in Excel spreadsheets.

[smsjames]

This is something that recently came up in a client demonstration and would be very useful.  In the UK we have uses cases for Bulk Uploading in Group Pension scenarios and where Advisers/brokers are involved initiating multiple requests. For example the client example was bulk on boarding of private banking clients

[CHJESSON]

I would echo Simon's comment, the requirement to create multiple work items and/or sources from an Excel spreadsheet or CSV file comes up *a lot*

[Clararaj]

Will add this to the back log for UX Builder.  However it looks like this should be a utility of it's own

[doran.george]

There is RIP process that will match Excel Spreadsheet and create work objects available. A standard process could be setup from a standard excel sheet today.