Skip to main content
Skip table of contents

Run PSI tasks as jobs via Portfolio Manager Server

You can carry out retrievals as well as error buffer imports as automatic jobs by using the Portfolio Manager Server. The settings from PSI Transaction Data are applied for the retrieval.

Exception:
If the "Import after retrieval" and/or the "Reconciliation after retrieval" checkboxes in the settings of the bank is/are cleared, then this is also ignored. These tasks are always carried out via the Portfolio Manager Server.

The import is usually distributed over several server instances.

See also:

Configure jobs in Infront Portfolio Manager
Settings of the server configuration tool
JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.

Contact Support Close