Get started with AI Suite Studio

Prerequisites

To follow the tutorial steps presented in this chapter, you need:

  • An installed version of AI Suite Studio, connected to an Accounting Information System running on AccountingIntegrator

Tutorial

Start the software

  1. Start the AI Suite Studio storage:
    • Windows using GUI - In the Windows Start menu, select Axway Software > Axway [installation name] > AI Suite Studio > Start Storage
    • Windows using command line: [install directory]\AISuiteStudio\startStorage.bat
    • Unix: [install directory]\AISuiteStudio\startStorage.sh
  2. Start the Webserver. 
    If you have installed using Axway Infrastructure’s Webserver, then the path to start this webserver is:
    • Windows using GUI - In the Windows Start menu, select Axway Software > Axway [installation name] > AIS > Start Tomcat
    • Windows using command line: [Installation_Path]/AIS/Tools/apache-tomcat/startTomcat/startTomcat.bat
    • Unix: [install directory][Installation_Path]/AIS/Tools/apache-tomcat/startTomcat.sh
  3. Launch AI Suite Studio
    Start button> Axway Software > Axway [installation name] >AI Suite Studio > Start AI Suite Studio
  4. The main page appears. Click on Products to show the list of products:
    The Products UI

Discover the accounting object types

  1. Check out the left pane

    The left pane lists the object types that AI Suite Studio uses to link top-level business categories to Products, Business events, Accounting methods, and actual movements on accounts.

    • Domains are the top-level business categories.
    • Products are the products offered by the company, such as loans, savings accounts, etc.
    • Business events (sometimes referred to as events) are the state changes that rhythm the life of those products: open account, pay installment, make deposit, close account, etc.
    • Accounting methods (sometimes referred to as methods) are linked to events. Each method contains a list of movements populating accounts.
    • Parameters determine values, describing the properties of movements. They are created at configuration import and their values can be retrieved from a Data table.
    • Data tables and Charts of accounts can be imported and associated to the documentation to provide additional information to the users.
  2. Click Product, then select a product in the list shown in the middle pane. On the General tab, you can see some information about the product, and links to reference documents relating to the product. 
    If you are unfamiliar with the products offered by your company, AI Suite Studio offers a place to start reading about them. Try out the sort options available with the sort button
    • For more information about how to understand the different sections of the page representing a Product, read Products
    • For instructions on how to create or edit Accounting methods, read Create Products


  3. In the right-hand pane menu, click Business events. A graph appears, illustrating the role each event successively plays in the life of the product. Below is an example.

    You will recognize in the heart of this diagram the multiple Installments to pay back the loan. One branch moves towards payment default through to possible recovery by the bank. Early repayments can also be made. For information about how to create and edit such a diagram, see Create a Graph of Business Events
  4. Click Accounting methods to view the list of methods associated with the selected product
    Accounting methods attached to a product
  5. There are several areas in this table:
    • to the left, the set of overall conditions under which the whole method to be triggered,
    • followed by the Criteria for the generation of different outputs,
    • a list of columns representing parameters,
    • comments in italics provide explanations about the different action rows.
  6. For more information about how to understand the different sections of an Accounting method, read Accounting methods
    For instructions on how to create or edit Accounting methods, read Edit Accounting methods
  7. Click in the Select sample list box to view the list of samples associated with the Accounting method. Each Accounting method can be triggered many times in a day, but AI Suite Studio selects a minimal set of samples from the latest exchanges, to illustrate the action of methods associated with a Product. One method can be associated to several samples, in the case where different conditions can trigger different movements. For example, purchases above a certain sum may trigger specific procedures.
    Each sample is represented by an order number, the event label and the execution date.
  8. Still with an Accounting method selected, at the top of the right-hand panel, click the gear icon and try hiding and showing different parts of the table: Configuration, Samples, Labels, and so on...
  9. Click the icon to view the Accounting methods in the form of T-accounts (Refer to the Wikipedia article for information on T-accounts)
    T-charts
  10. Click to return to the table view
    Try clicking in the headers of the tables. This opens a ribbon with further information about the table columns. Also if you click on the other cells of the table, the ribbon will display more information. To open/ close the ribbon use the chevron icon .
  11. Toggle the link Hide all / Show all to respectively open / close all Accounting methods.
  12. For further information about how to understand and interact with events: Business events

Related Links