Interact with external financial or eProcurement systems to process payments and credit (UXPROD-1145)

[UXPROD-2843] Implement secure connection methods for Batch Voucher export Created: 07/Dec/20  Updated: 21/Sep/23  Resolved: 21/Sep/23

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Poppy (R2 2023)
Parent: Interact with external financial or eProcurement systems to process payments and credit

Type: New Feature Priority: P3
Reporter: Dennis Bridges Assignee: Joseph Reimers
Resolution: Done Votes: 0
Labels: LC-priority1, acquisitions, cornell-priority, loc, voucher
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by UINV-322 Select Upload location type in settings Closed
is defined by MODINVOICE-454 Implement Vertx SFTP client for Batch... Closed
is defined by MODINVOICE-455 Update models schema with new fields ... Closed
Relates
relates to UXPROD-2297 Part 2 - Export Library Accounting vo... Closed
relates to UXPROD-2417 Export batch vouchers based on schedu... In Refinement
Epic Link: Interact with external financial or eProcurement systems to process payments and credit
Front End Estimate: Small < 3 days
Front-End Confidence factor: 90%
Back End Estimate: Large < 10 days
Back-End Confidence factor: 90%
Estimation Notes and Assumptions: Most of the work will be done in scope of scheduling refactoring.
Development Team: Thunderjet
Kiwi Planning Points (DO NOT CHANGE): 5
PO Rank: 91
Rank: Cornell (Full Sum 2021): R1
Rank: Duke (Full Sum 2021): R2
Rank: 5Colleges (Full Jul 2021): R2
Rank: GBV (MVP Sum 2020): R2
Rank: U of AL (MVP Oct 2020): R2

 Description   

Note: This work was split from UXPROD-2297 Closed . to the ability to export batch vouchers and have them upload to an FTP server.

Description
Overview: Allow for batch vouchers to be exported to an SFTP server.

Use cases:

  • The library is transferring sensitive financial data and must keep this data as secure as possible. The system we currently use relies on SFTP
  • The library is transferring sensitive financial data and must keep this data as secure as possible. The system we currently use relies on SCP ( Note could be considered lower priority as per comments below)

Proposed approach:
Allow users to input a secure location in the upload location of batch configuration settings.



 Comments   
Comment by Julie Brannon [ 25/Mar/21 ]

At Duke our current AP integration uses SCP (secure copy protocol).  Would this Jira accommodate both SFTP and SCP?

Comment by Dennis Bridges [ 25/Mar/21 ]

Julie Brannon I will update the feature to include this use case. My intention is for this feature to represent all secure connection methods that are a concern. If need it can be split for implementation or prioritization. 

Are there any additional details that you could share regarding why you use SCP? Maybe because it is generally a faster method? It is the only method supported by the system on the other side of the equation etc? Thx!

Comment by Julie Brannon [ 07/Apr/21 ]

Dennis Bridges I'm still trying to get a response from our AP staff about which methods are possible, so for now I can only confirm that we use SCP currently.  Thanks for including that use case in the description above.

Comment by Julie Brannon [ 17/Jun/21 ]

Dennis Bridges  SFTP is an option for us - got confirmation back from our AP staff that if we need to switch from SCP to SFTP they can handle that. 

Comment by Dennis Bridges [ 24/Feb/22 ]

Note this will depend on refactoring of the voucher export to use the data-export-spring module as it already allows FTP and SFTP configurations. This module also provides scheduling capability so this features implementation is also tied to UXPROD-2417 In Refinement as they both depend on the refactoring.

Comment by Aaron Neslin [ 02/Feb/23 ]

An addition use case we have found is that none of our five IT departments will maintain FTP servers. So regardless of the need for security of financial information, the ability to send voucher exports to an SFTP server is required to make use of the voucher export.

Comment by Julie Brannon [ 20/Feb/23 ]

Dennis Bridges To echo Aaron's recent comment above, Duke is also waiting for this feature.  Do you have a sense for which release might include this?

Comment by Dennis Bridges [ 07/Mar/23 ]

I just wanted to make note here that we may just barely have capacity to implement this for Poppy so it has been added to the release. If estimates were too low we may not be able to complete this for the Poppy release.

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