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Deliver FFB documents to our customers (Who (What), Customers (Client…
Deliver FFB documents
to our customers
Every customer that invested in previous
quarter or before should receive a quarterly statement in durable medium
Who
What
Customers
Client must receive quarterly statement
within two weeks of end of quarter
Happy Path
Performance
Deliver docs to
customers library
Consume all FFB docs
GDWD-4573
Land this feature
in Prod gracefully
Only run batch when ready
to switch on this feature
Process any docs that are
already present
Notify customer of
new document
Show count of unread docs
Handle Documents that we
can't match to customer
Handle scenario when docs
don't arrive for customer
Quarterly/Tax/Annual docs
should be delivered to all customer
Who invested in previous quarter/timeframe
Other failure points
Duplicate docs?
Single document failures?
Batch doc processing failures?
Content
Investment insights
Manually update through to FFB
Automated update of content through to FFB
Christian M
Confirm all other FFB docs are
ready for GDW to consume
GDPR Police
Retention Period
Right to be forgotten
Will fall into generic GDPR policy
Open Questions
Are files removed by FFB after a time? - after 10 days
Could we receive docs for closed accounts?
What access do we have on target folders? - Read/write
Typical size of zip?- max size is 4GB
Could we receive JSON meta data? - No. XML
Do we need to alert FFB if we don't receive docs for a customer?