The SUPPORT page is used to view the status of requests and supporting details for troubleshooting. More information is available by looking directly in the database. Access is restricted to the production database due to the non-public information it may contain. The SUPPORT page assists users in determining the cause of issues without displaying any non-public information. An example of non-public information is Social Security Numbers that could be part of the XML transaction data.
Click the side arrow at the top of the page and select SUPPORT.
Displaying results
Users can display transaction results through one of the following methods:
- Select a Product from the Selected Product.
- Enter a value in the Select or type in an account ID field; click View to display the results at the bottom of the page.
- Enter an account name or customer number in the Account name/Customer number field; click Search. The Account name/Customer number field will return an account list with all of the accounts that contain any portion of that search criteria.
- Single-click an account from your list of assigned accounts to display its tranasactions.
By default, the most current transactions appear at the top of the results view. To change the number of results that appear on the main page, select either Short-Term Storage or Long-Term Storage and/or an option from the Show entries dropdown.
Searching for a transaction
You can search for a transactions through one of the following methods:
- Enter the Request ID in the corresponding field to return the specific transaction that matches the request ID for the identified account; click Search. Note that the ID must be an exact match.
- Either directly enter a date in the Start Date field (mm/dd/yyyy) to return all transactions for the specified date or click the down arrow to select a date from the interactive calendar. For a broader search result, also enter a date in the End Date field. Click Search.
Note: When searching by date, you must enter a date in the Start Date field at a minimum. Only entering a date in the End Date field will result in an error. To narrow your search, enter an exact time in the time (optional) field. Using only Start Date will list all requests processed that day.
Transaction list features
The list of transactions contains the following:
- Request ID: The Request ID is generated when creating the transaction using one of the API methods. The ID's presented here are unique keys generated by the database.
- State: The State column displays either a Successful, Failed, Render_Callback_Successful, Render_Callback_Successful, or Incomplete status for the transaction.
- API Call: The API Call column displays the corresponding API that was used when creating the transaction.
- Account: The Account is associated with a specific account; this account is created in the Wolters Kluwer Financial Services Administration tool.
- Server: The Server column displays the server name that processed the transaction.
- Created Time: The Created Time column displays the date and time stamp of the submitted transaction.
- Last Modified: The Last Modified column displays the date and time stamp of the most recent modification.
Opening a transaction
Click anywhere on the desired row on the main page to view the details of the transaction. The transaction details opens in a new internet browser tab.
This transaction results page consists of a summary of the transaction process steps, a summary of the main Support Page, and unique Content URI and Created By user information.