Configure jobs in Infront Portfolio Manager

There are two corresponding job types for the job configuration in Infront Portfolio Manager.

• PSI Transaction Data retrieval
• PSI Transaction Data error buffer import

The "PSI Transaction Data retrieval" job type is now available if at least one corresponding PSI Transaction Data is activated. To use the "PSI Transaction Data error buffer import" job type, the "Error buffer" add-on must also be activated for at least one interface.

After creating or selecting a job of the "PSI Transaction Data retrieval" type and specifying the corresponding general settings, switch to the "Additional settings" subtab to select the required bank details for the job in the drop-down list.

You can configure the retrieval via Portfolio Manager Server server only for banks whose retrieval is possible without manual input (such as the entry of a PIN during the retrieval).

For jobs of the "PSI Transaction Data error buffer import" type, no further job-specific settings are necessary. Here, the "Reimport all" function is run.
For more information about job configuration, see Jobs.