Manage BFM data and processes

Use this page to manage Bank Fee Management (BFM) data and processes.

• Import files
• Manage contract rates

Import files

Use this tab to import Bank Fee Management (BFM) transactions files or save a configuration to use with a scheduled automated import.

1. Enter an Import Path for the BFM transactions file.

2. Select a Bank from the drop-down menu.

3. Select a Version (Historical or Contract).

4. Select a year and month from the YRMO drop-down menu (Example: 202012 = December 2020).

NOTE: You do not need to set the year and month if you plan to automate this import. Automated imports assume the year and month at the time of import, based on the available data in the table.

5. Click one of the save options:

   • To save this configuration to use with an automated import, or to run later, click Save changes.

   • To save this configuration and run the import immediately, click Save and run.

NOTE: You can set up this import to run automatically in the Axiom scheduler. See the "Automated BFM Data Integration" job in the Scheduler to set up an automated import schedule.

Manage contract rates

Use this tab to manage contract rates included in the transactions file you imported.

1. For each market rate, enter a contract unit price and press Enter. The system saves these values to the Contract version in the BFM table for you to compare historical fees to the contract fees.

2. To save any changes, click Save.