Scheduler Jobs
Manage Scheduler allows us to set a batch job to be completed at regular intervals before the end of the day.
In the Manage Scheduler Job form, the user can schedule, modify or delete the jobs. Also, the user has an option to run the selected jobs from the list of Scheduler Jobs.
Go to Admin ->> System ->> Scheduler Jobs
Once you opened the Manage Scheduler Jobs form, it shows the list of all scheduled batch jobs.
Job Name |
Purpose/Description |
Scheduled Frequency for Execution |
| Add Accrual Transactions | All the interest will be accrued till the ‘Due date’ of the job run and can be viewed under the ‘Transactions’ tab (Uncheck ‘Hide Accruals’) | Daily |
| Add Accrual Transactions For Loans With Income Posted As Transactions | Similar to ‘Add Accrual Transactions’, except that Compounded interest will be accrued once this job is run. In other words, this job should be run if compounded interest has to be accrued. | Daily |
| Add Periodic Accrual Transactions | Similar to ‘Add Accrual Transactions’ except that all the interest will be accrued till the current date (i.e. Job run date and time) | Daily |
| Apply Annual Fee for Savings | It applies recurrent fee- that is annual fee for all savings accounts of the clients which are attached with an annual fee. You can create an annual fee (or any other recurrent fee like a monthly fee) for the savings account in Admin ->> Products ->> Charges and later add it either directly to the savings product or at the time of submission of the savings application. | Daily |
| Apply Holidays to Loans | If a new ‘future’ holiday is created (say, February 1) and if this job is run successfully (say on January 15), it should affect all the repayments scheduled on February 1, They will be postponed to the date described by the holiday definition. | Daily |
| Apply penalty to overdue loans | This job once runs successfully, it applies a penalty to all overdue loans based on the penalty definition. The penalties could be daily, weekly, or monthly based penalty charge definition. | Daily |
| Emandate Recurring Initiation | To trigger EMI collection on due date through payment gateway | Daily |
| Emandate Status Update | To update the eMandate registration through Payment gateway | Daily |
| Execute Email | This job is run to send Emails (without reports) with given template email formats. | Daily/Weekly/Monthly |
| Execute Report Mailing Jobs | This job is run to mail the reports regularly or recurrently to the given mail ids. It has no UI and mail ids and reports are configured at the database level. | Daily/Weekly/Monthly |
| Execute standing instruction | Standing instructions are created at client-level whenever – For Example, A Client has one savings account and one loan account, and let’s say he has loan repayment first of every month and he expects that the repayments of his loan account must be done through deducting from his savings account on the first of every month automatically. Once this job is run successfully, standing instruction of all clients for the particular date (i.e .. job run date) will be applied. That is, as given in the example above, if standing instruction runs on the first of every month, the savings account will be debited and the loan account will be credited with repayment. | Daily |
| Generate Loan Loss Provisioning | This job updates provisioning entries ( Accounting ->> Provisioning Entries) with a type (Standard, Sub Standard, etc) defined by Loan Provisioning Criteria ( Admin ->> Organization) | Frequency will be defined by the organization |
| Get Delivery Reports from SMS Gateway | This job is run to get delivery reports from the SMS gateway in order to check how many SMSs are successfully delivered | Daily/Manually |
| Pay Due Savings Charges | A savings account can have a ‘Specified Due Date’ charge. And if this job is run, all the due date charges prior to the job run date will be applied and the charge amount will be deducted from the savings account | Daily |
| Payment Gateway Status Update | Update status of repayment done on Adhoc basis- cash-free and razor pay | As and when required |
| Payout Status Update | To update the disbursement status from Razor pay | As and when required |
| Post Dividend for Shares | This job is run to post dividends of shares to a linked savings account. It can be run monthly/quarterly/half-yearly in order to post dividends to a savings account | Daily/Weekly/Monthly |
| Post Interest for Savings | This job is run to post interest to a savings account. It can be run monthly/quarterly/half-yearly in order to post interest to a savings account. Interest could be based on the ‘Average Daily Balance’ of Savings Account or ‘Daily Balance’ of the savings account. | Monthly |
| Recalculate Interest For Loans | If loan accounts are enabled with Interest Recalculation and if the clients make more repayment, the new interest will be automatically calculated. On the other hand, if the client makes less repayment or late repayment, this job is run to update the repayment schedule. | Daily |
| Recurring Status Update | To update the status of the EMI collection triggered | As and when required |
| Reset API Request Limit | Reset the failure count for each API hit- For example, if PAN has failed on a certain date due to service down, then the customer will be able to try for a max of 3 times. When the customer comes back the next day, the customer must be able to try PAN again as services could have been restored. This job is used to reset the API failure counter in such cases. | Daily/Weekly/Monthly |
| Send Messages to Mail Gateway | This job is run to send Mails from the platform to the ‘Mail’ server | Daily/Manually |
| Send Messages to SMS Gateway | This job is run to send SMSs from the platform to the ‘Message-Gateway’ server. | Daily/Manually |
| Transfer fee for Loans from Savings | Some loans could have an ‘Installment Fee’ (or due date fee) and some amount as a fee will be charged from the savings account and paid for a loan account. If this job is run, Fees will be transferred from the savings account and will be paid for the loan account if the loan account is linked with the savings account and Fee transfer is configured | Daily |
| Transfer Interest to Savings | If this job is run successfully, the interest from, let’s say, FDs or RDs can be transferred to the Savings account. The FD or RD account must be pre-configured with a Savings account | Monthly |
| Update Accounting Running Balances | This job once runs successfully, updates all the running balances based on the branch (office) level. | Monthly |
| Update Deposit Accounts Maturity details | This job is specifically for Fixed Deposits and Recurring Deposits. Once this job is run, all the FDs, RDs which are in ‘ready for maturity state’ will be matured and could be closed by i) Withdrawing the matured amount ii) Transferring the matured amount to Savings iii) Reinvesting matured amount for next fixed period (in case of RDs) | Monthly |
| Update Email Outbound with campaign message | This job is run to send all emails from the email server to the customer mail account | Daily |
| Update Loan Arrears Ageing | This job updates all the loan accounts into ‘Arrears Stage’ based on Arrears definition of the loan accounts. The loan accounts could have different arrears aging based on the definition (It’s generally defined in loan product level). | Daily |
| Update Loan Paid in Advance | The loan paid in advance immediately updates after the transaction in which loan repayment is done prior to the scheduled date. This job is no longer required. | – |
| Update Loan Summary | This job updates the loan summary of each loan account of the clients. However, this job is no longer required as the loan summary is updated instantly after each transaction | – |
| Update non-Performing Assets | This job updates loan accounts to ‘NPA’ based on the NPA definition in the loan product. Generally, first loans move into arrears, and arrears aging exceeds a certain limit, they move into NPA based on the definition. | Daily |
| Update Savings Dormant Accounts | If the dormant account definition is, let’s say 6 months during which no transactions (deposit or withdrawal) are done on a savings account, This job updates all such savings accounts to ‘Dormant state’. | Daily |
| Update SMS Outbound with Campaign Message | This job is run to send all messages from the ‘Message Gateway’ server to customer mobile premises | Daily |
| Update Trial Balance Details | Update daily entries to facilitate execution of the Trial Balance report | Daily |
Edit Scheduler Job
The user can select the job from the list and in the job detail from it allows to Edit or View History for the selected job.
To Edit a job, click on the Edit button and update the details as required.
Field Name & Description
Job Name – Specifies the scheduler job name
Cron expression – Specifies the Cron expression for the selected job (Refer to the Change Cron Expression)
Is job active? – Select the check box to make this job Active. If you unselect the checkbox the job will be deactivated
Change Cron expression
Users can change the Cron expression as per their requirements.
Click on the Click Here To Generate Cron Expression to change the Cron Expression.
Select the frequency of the scheduler jobs that need to be run. For Example, Selected every one hour from 12 PM. Once the frequency is selected click on Generate.
It will show the details of the scheduler job and the User can Modify it if needed.
Copy the Cron Format expression and paste it into the Edit Scheduler Jobs form and Submit it.
View History
Users can view the history of the particular scheduler job by clicking on View History.
It shows the history of the running scheduled job.
Check the status of Scheduler Job
Below the Current Running column, if it’s saying ‘No’ then the particular job is not running currently. It may already run or its schedule for the next run has not yet happened.
If the Current Running column is saying ‘Yes’, then the particular job is still in a running state and we can see the results once it is finished.
The user can suspend the particular job by clicking on Suspend button.