Introducing ACRS ACRS (pronounced as acres) is an Automated & Collaborative Reconciliation System designed to make life easier
Suitable for any companies (especially insurance brokers) that have plenty of transactions to reconcile with their banks or creditors (insurers)
Autorecon API is a platform to quickly upload transactional data to ACRS awaiting reconciliation.
- Support multiple formats
- Supported formats:
- json -> *.json
- csv (comma separated volume) -> *.csv
- excel -> *.xls, *.xlsx
- xml -> *.xml
- json:
- all dates are in ISO8601 standard e.g. 2013-02-04T22:44:30.652Z
- json schema:
{
"type": "object",
"properties":{
"Doc_Date": {
"type": "string",
"required": true,
"importAs": "date",
"format": "MM/DD/YYYY",
"map": "date1"
},
"Doc_Ref": {
"type": "string",
"required": true,
"importAs": "string",
"map": "text1"
},
"PYM_RCP_No": {
"type": "string",
"required": true,
"importAs": "string",
"map": "text2"
},
"Insurer": {
"type": "string",
"required": true,
"importAs": "string",
"map": "text3"
},
"Cover_No": {
"type": "string",
"required": true,
"importAs": "string",
"map": "text4"
},
"Policy_No": {
"type": "string",
"required": true,
"importAs": "string",
"map": "text5"
},
"Ref_No": {
"type": "string",
"required": true,
"importAs": "string",
"map": "text6"
},
"Producer": {
"type": "string",
"required": true,
"importAs": "string",
"map": "text7"
},
"Inception_Date": {
"type": "string",
"required": true,
"importAs": "date",
"format": "MM/DD/YYYY",
"map": "date2"
},
"Client": {
"type": "string",
"required": true,
"importAs": "string",
"map": "text8"
},
"Gross_Prm": {
"type": "number",
"required": true,
"importAs": "number",
"format": "0.00",
"map": "num1"
},
"Gross_Brkg": {
"type": "number",
"required": true,
"importAs": "number",
"format": "0.00",
"map": "num2"
},
"Brkg_GST": {
"type": "number",
"required": true,
"importAs": "number",
"format": "0.00",
"map": "num3"
},
"Discount": {
"type": "number",
"required": true,
"importAs": "number",
"format": "0.00",
"map": "num4"
},
"Stamp_Duty": {
"type": "number",
"required": true,
"importAs": "number",
"format": "0.00",
"map": "num5"
},
"Bank": {
"type": "number",
"required": true,
"importAs": "number",
"format": "0.00",
"map": "num6"
},
"Others": {
"type": "number",
"required": true,
"importAs": "number",
"format": "0.00",
"map": "num7"
},
"Nett_Prm": {
"type": "number",
"required": true,
"importAs": "number",
"format": "0.00",
"map": "num8"
},
"STax": {
"type": "number",
"required": true,
"importAs": "number",
"format": "0.00",
"map": "num9"
},
"Amount": {
"type": "number",
"required": true,
"importAs": "number",
"format": "0.00",
"map": "num10"
}
}
}- sample json:
[
{
"Doc_Date": "08/01/2016",
"Doc_Ref": "33ME45",
"PYM_RCP_No": "AAA123",
"Insurer": "DET",
"Cover_No": "BBB123",
"Policy_No": "G1035219",
"Ref_No": "REF0123",
"Producer": "P17",
"Inception_Date": "08/01/2016",
"Client": "SAMPLE SDN BHD",
"Gross_Prm": 14394,
"Gross_Brkg": 1439.4,
"Brkg_GST": 86.36,
"Discount": 0,
"Stamp_Duty": 10,
"Bank": 0,
"Others": 0,
"Nett_Prm": 12878.24,
"STax": 863.64,
"Amount": 234.88
}
]- csv & excel
Doc_Date,Doc_Ref,PYM_RCP_No,Insurer,Cover_No,Policy_No,Ref_No,Producer,Inception_Date,Client,Gross_Prm,Gross_Brkg,Brkg_GST,Discount,Stamp_Duty,Bank,Others,Nett_Prm,STax,Amount
08/01/2016,33ME45,AAA123,DET,BBB123,G1035219,REF0123,P17,08/01/2016,SAMPLE SDN BHD,14394,1439.4,86.36,0,10,0,0,12878.24,863.64,234.88
...
- xml
<?xml version="1.0" encoding="UTF-8"?>
<root>
<row>
<Doc_Date>08/01/2016</Doc_Date>
<Doc_Ref>33ME45</Doc_Ref>
<PYM_RCP_No>AAA123</PYM_RCP_No>
<Insurer>DET</Insurer>
<Cover_No>BBB123</Cover_No>
<Policy_No>G1035219</Policy_No>
<Ref_No>REF0123</Ref_No>
<Producer>P17</Producer>
<Inception_Date>08/01/2016</Inception_Date>
<Client>SAMPLE SDN BHD</Client>
<Gross_Prm>14394</Gross_Prm>
<Gross_Brkg>1439.4</Gross_Brkg>
<Brkg_GST>86.36</Brkg_GST>
<Discount>0</Discount>
<Stamp_Duty>10</Stamp_Duty>
<Bank>0</Bank>
<Others>0</Others>
<Nett_Prm>12878.24</Nett_Prm>
<STax>863.64</STax>
<Amount>234.88</Amount>
</row>
<row>
<Doc_Date>08/01/2016</Doc_Date>
<Doc_Ref>33ME45</Doc_Ref>
<PYM_RCP_No>AAA123</PYM_RCP_No>
<Insurer>DET</Insurer>
<Cover_No>BBB123</Cover_No>
<Policy_No>G1035219</Policy_No>
<Ref_No>REF0123</Ref_No>
<Producer>P17</Producer>
<Inception_Date>08/01/2016</Inception_Date>
<Client>SAMPLE SDN BHD</Client>
<Gross_Prm>14394</Gross_Prm>
<Gross_Brkg>1439.4</Gross_Brkg>
<Brkg_GST>86.36</Brkg_GST>
<Discount>0</Discount>
<Stamp_Duty>10</Stamp_Duty>
<Bank>0</Bank>
<Others>0</Others>
<Nett_Prm>12878.24</Nett_Prm>
<STax>863.64</STax>
<Amount>234.88</Amount>
</row>
</root>[POST] !importer/process/:profileid?refid={refid}
header => "token": {token}
- headers:
- token => security token. Need to request first while logged in into the system
- params:
- :profileid => id of the profile in use. The token used must match the profile it is assigned to.
- Query string:
- refid => (optional) If refid is provided, then the imported data will be appended to the to the same existing refid
- complete => (optional) flag to mark that this upload is the last of the batch.
- Verify token is valid for security purposes
- Will pickup the provided filename to process
- The data will be imported to db
[PUT] !importer/process/:profileid?refid={refid}&complete=true
Set a refid as completed without uploading anything
- headers:
- token => security token. Need to request first while logged in into the system
- params:
- :profileid => id of the profile in use. The token used must match the profile it is assigned to.
- Query string:
- refid => The refid in question
- complete => (optional) flag to mark that this refid is the last of the batch.