Covenant evaluation and notification batch job

A covenant evaluation batch job is a process of checking whether the borrower is complying with the covenants or not.

A covenant notification batch job enables sending email notifications to customers about the status of their covenants. This allows customers to be informed about their covenant compliance in a timely manner.

For more information, see Q2 Origination User Guide > Covenant Evaluation and Notification Batch Job.

To schedule a Covenant Evaluation and Notification Batch Job, follow the steps:

1. Log in to your Salesforce account.

2. Go to (Setup) > Setup.

3. In the Quick Find box, search for Apex Classes and select it.

4. Select Schedule Apex.

   

   Selecting Schedule Apex displays the following page:

   

5. Specify the name of a class that you want to schedule.

6. Specify how often the Apex class is to run.

   • For Weekly—specify one or more days of the week the job is to run (such as Monday and Wednesday).

   • For Monthly—specify either the date the job is to run or the day (such as the second Saturday of every month.)

7. Specify the start and end dates for the Apex scheduled class. If you specify a single day, the job only runs once.

8. Specify a preferred start time. The exact time the job starts depends on service availability.

9. Select Save.

   Note:

   The Covenant Notification Job must be scheduled before the Covenant Evaluation Job.

To see the scheduled jobs, follow the steps:

1. Go to (Setup) >  Setup.

2. In the Quick Find box, search for Scheduled Jobs and select it.

   The list of the scheduled gets displayed.