Bankit Intelligence Import and Export

When deciding what type of import to use for banking intelligence, it is based on the following:

1. Maintaining current rules and fixing
2. Creating new rules and importing

Maintain Bankit intelligence rules by exporting and fixing and importing back.

Maintaining current rules and fixing

Use the tick for export and import using ID

This is used so that you can change information on existing intelligence, so when importing the system knows what rule to update.

Excel export with ID field

Maintain structure of the Excel sheet and keep the id field in the first column.

Change the information required and save your excel sheet.

When importing and using the id structure, tick the import using ID box

Creating new rules and importing

When creating new rules, one does not use the ID tick box.

There should be no other rules in here except the ones you want to create as new rules.

When exporting you are only getting the headers so that you know the structure for the import.

Here is a list of the Rule Types

These need to be exact wording to link to the rule type

Attached is an example of the exported intelligence