Monarch Classic Pipe Delimited Text Files - Floating Trap

Melissa_21551
Melissa_21551 New Altair Community Member
edited October 2020 in Community Q&A

I have a pipe delimited Text file that varies in length.  I need to create a model for it to extract the data into an excel file.  But the | in Monarch classic appears to be used for numeric or a trap.  I have been unsuccessful in figuring out how to create the model as a floating Trap.

I would normally just use Monarch complete when opening a Pipe Delimited file but I need a model that can be used in the content server on the report/Document.  So far I have not found a way to use a 'workspace' on a file within the content server.  it appears it must be a 'Model' that is used.

Has anyone else come across this issue and found a solution?

here is an example of the file:

RECORD TYPE|PROCESS DATE|PAYEE|SELLER SERVICER|INV|CAT|LOAN NO|INV LOAN NO|ACTIVITY|EXCEPTION CD|LLR SUB IND|ADJUSTMENT AMT|FILE ID|

LOAN|10/27/2020|01H01|156236|H01|001|9999999999|075658444013|DAILY LIQ|61|N|.37|7777|

LOAN|10/27/2020|01H01|156236|H01|001|4444444444|32586429|DAILY LIQ|61|N|.84|7777|

LOAN|10/27/2020|01H01|156236|H01|001|7777777777|66551738|DAILY LIQ|61|N|.96|7777|

EOF||||||||||||3149|


Thank you!

Melissa Falardeau

------------------------------
Melissa Falardeau
Solutions Analyst
AmeriFirst Financial Corporation
Portage MI
(800) 466-5626 Ext # 10318
------------------------------

Tagged:

Answers

  • CPorthouse
    CPorthouse
    Altair Employee
    edited October 2020
    If you are going to use Classic, Open the file as a database (Import data from CSV, Excel, Access, etc....) and then select Define and Import data.  On the right side you can change the delimited text parameter to a Pipe symbol:
    image


    ------------------------------
    Chris Porthouse
    Professional services
    Altair
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 10-28-2020 02:57 PM
    From: Melissa Falardeau
    Subject: Monarch Classic Pipe Delimited Text Files - Floating Trap

    I have a pipe delimited Text file that varies in length.  I need to create a model for it to extract the data into an excel file.  But the | in Monarch classic appears to be used for numeric or a trap.  I have been unsuccessful in figuring out how to create the model as a floating Trap.

    I would normally just use Monarch complete when opening a Pipe Delimited file but I need a model that can be used in the content server on the report/Document.  So far I have not found a way to use a 'workspace' on a file within the content server.  it appears it must be a 'Model' that is used.

    Has anyone else come across this issue and found a solution?

    here is an example of the file:

    RECORD TYPE|PROCESS DATE|PAYEE|SELLER SERVICER|INV|CAT|LOAN NO|INV LOAN NO|ACTIVITY|EXCEPTION CD|LLR SUB IND|ADJUSTMENT AMT|FILE ID|

    LOAN|10/27/2020|01H01|156236|H01|001|9999999999|075658444013|DAILY LIQ|61|N|.37|7777|

    LOAN|10/27/2020|01H01|156236|H01|001|4444444444|32586429|DAILY LIQ|61|N|.84|7777|

    LOAN|10/27/2020|01H01|156236|H01|001|7777777777|66551738|DAILY LIQ|61|N|.96|7777|

    EOF||||||||||||3149|


    Thank you!

    Melissa Falardeau

    ------------------------------
    Melissa Falardeau
    Solutions Analyst
    AmeriFirst Financial Corporation
    Portage MI
    (800) 466-5626 Ext # 10318
    ------------------------------
  • Melissa_21551
    Melissa_21551 New Altair Community Member
    edited October 2020

    If you are going to use Classic, Open the file as a database (Import data from CSV, Excel, Access, etc....) and then select Define and Import data.  On the right side you can change the delimited text parameter to a Pipe symbol:

    image


    ------------------------------
    Chris Porthouse
    Professional services
    Altair
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 10-28-2020 02:57 PM
    From: Melissa Falardeau
    Subject: Monarch Classic Pipe Delimited Text Files - Floating Trap

    I have a pipe delimited Text file that varies in length.  I need to create a model for it to extract the data into an excel file.  But the | in Monarch classic appears to be used for numeric or a trap.  I have been unsuccessful in figuring out how to create the model as a floating Trap.

    I would normally just use Monarch complete when opening a Pipe Delimited file but I need a model that can be used in the content server on the report/Document.  So far I have not found a way to use a 'workspace' on a file within the content server.  it appears it must be a 'Model' that is used.

    Has anyone else come across this issue and found a solution?

    here is an example of the file:

    RECORD TYPE|PROCESS DATE|PAYEE|SELLER SERVICER|INV|CAT|LOAN NO|INV LOAN NO|ACTIVITY|EXCEPTION CD|LLR SUB IND|ADJUSTMENT AMT|FILE ID|

    LOAN|10/27/2020|01H01|156236|H01|001|9999999999|075658444013|DAILY LIQ|61|N|.37|7777|

    LOAN|10/27/2020|01H01|156236|H01|001|4444444444|32586429|DAILY LIQ|61|N|.84|7777|

    LOAN|10/27/2020|01H01|156236|H01|001|7777777777|66551738|DAILY LIQ|61|N|.96|7777|

    EOF||||||||||||3149|


    Thank you!

    Melissa Falardeau

    ------------------------------
    Melissa Falardeau
    Solutions Analyst
    AmeriFirst Financial Corporation
    Portage MI
    (800) 466-5626 Ext # 10318
    ------------------------------
    Hi Chris,

    The file does not come to us as a 'Database' File type.  I am unable to open it as a Database.  These reports are ingested as is into our content server as they are received.  We are looking for an automated process that immediately ingests the report when it is received and has a model that can be used on the report within the content server for an end user to export it out.

    I am thinking that the only way I can somewhat accomplish this is by having a monitored visual process that will use a workspace to create and export a  workable file, then have the content server ingest that report.

    ------------------------------
    Melissa Falardeau
    Solutions Analyst
    AmeriFirst Financial Corporation
    Portage MI
    (800) 466-5626 Ext # 10318
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 10-28-2020 04:35 PM
    From: Chris Porthouse
    Subject: Monarch Classic Pipe Delimited Text Files - Floating Trap

    If you are going to use Classic, Open the file as a database (Import data from CSV, Excel, Access, etc....) and then select Define and Import data.  On the right side you can change the delimited text parameter to a Pipe symbol:
    image


    ------------------------------
    Chris Porthouse
    Professional services
    Altair
    ------------------------------

    Original Message:
    Sent: 10-28-2020 02:57 PM
    From: Melissa Falardeau
    Subject: Monarch Classic Pipe Delimited Text Files - Floating Trap

    I have a pipe delimited Text file that varies in length.  I need to create a model for it to extract the data into an excel file.  But the | in Monarch classic appears to be used for numeric or a trap.  I have been unsuccessful in figuring out how to create the model as a floating Trap.

    I would normally just use Monarch complete when opening a Pipe Delimited file but I need a model that can be used in the content server on the report/Document.  So far I have not found a way to use a 'workspace' on a file within the content server.  it appears it must be a 'Model' that is used.

    Has anyone else come across this issue and found a solution?

    here is an example of the file:

    RECORD TYPE|PROCESS DATE|PAYEE|SELLER SERVICER|INV|CAT|LOAN NO|INV LOAN NO|ACTIVITY|EXCEPTION CD|LLR SUB IND|ADJUSTMENT AMT|FILE ID|

    LOAN|10/27/2020|01H01|156236|H01|001|9999999999|075658444013|DAILY LIQ|61|N|.37|7777|

    LOAN|10/27/2020|01H01|156236|H01|001|4444444444|32586429|DAILY LIQ|61|N|.84|7777|

    LOAN|10/27/2020|01H01|156236|H01|001|7777777777|66551738|DAILY LIQ|61|N|.96|7777|

    EOF||||||||||||3149|


    Thank you!

    Melissa Falardeau

    ------------------------------
    Melissa Falardeau
    Solutions Analyst
    AmeriFirst Financial Corporation
    Portage MI
    (800) 466-5626 Ext # 10318
    ------------------------------
  • Steve_Caiels
    Steve_Caiels
    Altair Employee
    edited October 2020

    Hi Chris,

    The file does not come to us as a 'Database' File type.  I am unable to open it as a Database.  These reports are ingested as is into our content server as they are received.  We are looking for an automated process that immediately ingests the report when it is received and has a model that can be used on the report within the content server for an end user to export it out.

    I am thinking that the only way I can somewhat accomplish this is by having a monitored visual process that will use a workspace to create and export a  workable file, then have the content server ingest that report.

    ------------------------------
    Melissa Falardeau
    Solutions Analyst
    AmeriFirst Financial Corporation
    Portage MI
    (800) 466-5626 Ext # 10318
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 10-28-2020 04:35 PM
    From: Chris Porthouse
    Subject: Monarch Classic Pipe Delimited Text Files - Floating Trap

    If you are going to use Classic, Open the file as a database (Import data from CSV, Excel, Access, etc....) and then select Define and Import data.  On the right side you can change the delimited text parameter to a Pipe symbol:

    image


    ------------------------------
    Chris Porthouse
    Professional services
    Altair
    ------------------------------

    Original Message:
    Sent: 10-28-2020 02:57 PM
    From: Melissa Falardeau
    Subject: Monarch Classic Pipe Delimited Text Files - Floating Trap

    I have a pipe delimited Text file that varies in length.  I need to create a model for it to extract the data into an excel file.  But the | in Monarch classic appears to be used for numeric or a trap.  I have been unsuccessful in figuring out how to create the model as a floating Trap.

    I would normally just use Monarch complete when opening a Pipe Delimited file but I need a model that can be used in the content server on the report/Document.  So far I have not found a way to use a 'workspace' on a file within the content server.  it appears it must be a 'Model' that is used.

    Has anyone else come across this issue and found a solution?

    here is an example of the file:

    RECORD TYPE|PROCESS DATE|PAYEE|SELLER SERVICER|INV|CAT|LOAN NO|INV LOAN NO|ACTIVITY|EXCEPTION CD|LLR SUB IND|ADJUSTMENT AMT|FILE ID|

    LOAN|10/27/2020|01H01|156236|H01|001|9999999999|075658444013|DAILY LIQ|61|N|.37|7777|

    LOAN|10/27/2020|01H01|156236|H01|001|4444444444|32586429|DAILY LIQ|61|N|.84|7777|

    LOAN|10/27/2020|01H01|156236|H01|001|7777777777|66551738|DAILY LIQ|61|N|.96|7777|

    EOF||||||||||||3149|


    Thank you!

    Melissa Falardeau

    ------------------------------
    Melissa Falardeau
    Solutions Analyst
    AmeriFirst Financial Corporation
    Portage MI
    (800) 466-5626 Ext # 10318
    ------------------------------
    Hi Melissa,

    Monarch has an alternate trap character setting that is just for this type of situation.  In Classic, go to Home->Options>Input->Trapping and select either 'Latin' or 'Low ASCII' (Latin would probably be safer and less likely to conflict with existing data).
    image

    The setting is model specific.

    The numeric OR trap will now be the ® instead of |.  So you are free to use the | as your floating trap.  Version 2020 changes any existing traps automatically, but I have a feeling some older versions do not and you may need to review any existing templates to make sure they are using the new wildcard trap characters.  

    As an aside, if you did not need to treat the file as a report for Content Server, I would echo Chris's suggestion of opening the file as a database and changing the seperator to the pipe.  It saves a lot of work, in most cases!

    Regards,
    Steve. 






    ------------------------------
    Steve Caiels
    Professional Services
    Altair
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 10-28-2020 04:53 PM
    From: Melissa Falardeau
    Subject: Monarch Classic Pipe Delimited Text Files - Floating Trap

    Hi Chris,

    The file does not come to us as a 'Database' File type.  I am unable to open it as a Database.  These reports are ingested as is into our content server as they are received.  We are looking for an automated process that immediately ingests the report when it is received and has a model that can be used on the report within the content server for an end user to export it out.

    I am thinking that the only way I can somewhat accomplish this is by having a monitored visual process that will use a workspace to create and export a  workable file, then have the content server ingest that report.

    ------------------------------
    Melissa Falardeau
    Solutions Analyst
    AmeriFirst Financial Corporation
    Portage MI
    (800) 466-5626 Ext # 10318
    ------------------------------

    Original Message:
    Sent: 10-28-2020 04:35 PM
    From: Chris Porthouse
    Subject: Monarch Classic Pipe Delimited Text Files - Floating Trap

    If you are going to use Classic, Open the file as a database (Import data from CSV, Excel, Access, etc....) and then select Define and Import data.  On the right side you can change the delimited text parameter to a Pipe symbol:
    image


    ------------------------------
    Chris Porthouse
    Professional services
    Altair

    Original Message:
    Sent: 10-28-2020 02:57 PM
    From: Melissa Falardeau
    Subject: Monarch Classic Pipe Delimited Text Files - Floating Trap

    I have a pipe delimited Text file that varies in length.  I need to create a model for it to extract the data into an excel file.  But the | in Monarch classic appears to be used for numeric or a trap.  I have been unsuccessful in figuring out how to create the model as a floating Trap.

    I would normally just use Monarch complete when opening a Pipe Delimited file but I need a model that can be used in the content server on the report/Document.  So far I have not found a way to use a 'workspace' on a file within the content server.  it appears it must be a 'Model' that is used.

    Has anyone else come across this issue and found a solution?

    here is an example of the file:

    RECORD TYPE|PROCESS DATE|PAYEE|SELLER SERVICER|INV|CAT|LOAN NO|INV LOAN NO|ACTIVITY|EXCEPTION CD|LLR SUB IND|ADJUSTMENT AMT|FILE ID|

    LOAN|10/27/2020|01H01|156236|H01|001|9999999999|075658444013|DAILY LIQ|61|N|.37|7777|

    LOAN|10/27/2020|01H01|156236|H01|001|4444444444|32586429|DAILY LIQ|61|N|.84|7777|

    LOAN|10/27/2020|01H01|156236|H01|001|7777777777|66551738|DAILY LIQ|61|N|.96|7777|

    EOF||||||||||||3149|


    Thank you!

    Melissa Falardeau

    ------------------------------
    Melissa Falardeau
    Solutions Analyst
    AmeriFirst Financial Corporation
    Portage MI
    (800) 466-5626 Ext # 10318
    ------------------------------
  • Mahmoud
    Mahmoud
    Altair Employee
    edited October 2020
    To change the pipe character which is used for numeric Or trapping in Monarch classic report design, do the following:
    Click on the Option button.
    Click on the Input button.
    Click on the Trapping tab.
    Select Latin or Low ASCII option.
    Click on the Accept button.
    Now when you view a report in the report design the numeric Or would be a different symbol.

    image

    Regards
    Mo

    ------------------------------
    Mahmoud Abdolrahim
    Senior Implementation & Integration Engineer
    Altair Engineering
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 10-28-2020 02:57 PM
    From: Melissa Falardeau
    Subject: Monarch Classic Pipe Delimited Text Files - Floating Trap

    I have a pipe delimited Text file that varies in length.  I need to create a model for it to extract the data into an excel file.  But the | in Monarch classic appears to be used for numeric or a trap.  I have been unsuccessful in figuring out how to create the model as a floating Trap.

    I would normally just use Monarch complete when opening a Pipe Delimited file but I need a model that can be used in the content server on the report/Document.  So far I have not found a way to use a 'workspace' on a file within the content server.  it appears it must be a 'Model' that is used.

    Has anyone else come across this issue and found a solution?

    here is an example of the file:

    RECORD TYPE|PROCESS DATE|PAYEE|SELLER SERVICER|INV|CAT|LOAN NO|INV LOAN NO|ACTIVITY|EXCEPTION CD|LLR SUB IND|ADJUSTMENT AMT|FILE ID|

    LOAN|10/27/2020|01H01|156236|H01|001|9999999999|075658444013|DAILY LIQ|61|N|.37|7777|

    LOAN|10/27/2020|01H01|156236|H01|001|4444444444|32586429|DAILY LIQ|61|N|.84|7777|

    LOAN|10/27/2020|01H01|156236|H01|001|7777777777|66551738|DAILY LIQ|61|N|.96|7777|

    EOF||||||||||||3149|


    Thank you!

    Melissa Falardeau

    ------------------------------
    Melissa Falardeau
    Solutions Analyst
    AmeriFirst Financial Corporation
    Portage MI
    (800) 466-5626 Ext # 10318
    ------------------------------
  • Melissa_21551
    Melissa_21551 New Altair Community Member
    edited October 2020
    Mahmoud said:

    To change the pipe character which is used for numeric Or trapping in Monarch classic report design, do the following:
    Click on the Option button.
    Click on the Input button.
    Click on the Trapping tab.
    Select Latin or Low ASCII option.
    Click on the Accept button.
    Now when you view a report in the report design the numeric Or would be a different symbol.

    image

    Regards
    Mo

    ------------------------------
    Mahmoud Abdolrahim
    Senior Implementation & Integration Engineer
    Altair Engineering
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 10-28-2020 02:57 PM
    From: Melissa Falardeau
    Subject: Monarch Classic Pipe Delimited Text Files - Floating Trap

    I have a pipe delimited Text file that varies in length.  I need to create a model for it to extract the data into an excel file.  But the | in Monarch classic appears to be used for numeric or a trap.  I have been unsuccessful in figuring out how to create the model as a floating Trap.

    I would normally just use Monarch complete when opening a Pipe Delimited file but I need a model that can be used in the content server on the report/Document.  So far I have not found a way to use a 'workspace' on a file within the content server.  it appears it must be a 'Model' that is used.

    Has anyone else come across this issue and found a solution?

    here is an example of the file:

    RECORD TYPE|PROCESS DATE|PAYEE|SELLER SERVICER|INV|CAT|LOAN NO|INV LOAN NO|ACTIVITY|EXCEPTION CD|LLR SUB IND|ADJUSTMENT AMT|FILE ID|

    LOAN|10/27/2020|01H01|156236|H01|001|9999999999|075658444013|DAILY LIQ|61|N|.37|7777|

    LOAN|10/27/2020|01H01|156236|H01|001|4444444444|32586429|DAILY LIQ|61|N|.84|7777|

    LOAN|10/27/2020|01H01|156236|H01|001|7777777777|66551738|DAILY LIQ|61|N|.96|7777|

    EOF||||||||||||3149|


    Thank you!

    Melissa Falardeau

    ------------------------------
    Melissa Falardeau
    Solutions Analyst
    AmeriFirst Financial Corporation
    Portage MI
    (800) 466-5626 Ext # 10318
    ------------------------------
    Thank you Mo!

    ------------------------------
    Melissa Falardeau
    Solutions Analyst
    AmeriFirst Financial Corporation
    Portage MI
    (800) 466-5626 Ext # 10318
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 10-29-2020 07:46 AM
    From: Mahmoud Abdolrahim
    Subject: Monarch Classic Pipe Delimited Text Files - Floating Trap

    To change the pipe character which is used for numeric Or trapping in Monarch classic report design, do the following:
    Click on the Option button.
    Click on the Input button.
    Click on the Trapping tab.
    Select Latin or Low ASCII option.
    Click on the Accept button.
    Now when you view a report in the report design the numeric Or would be a different symbol.

    image

    Regards
    Mo

    ------------------------------
    Mahmoud Abdolrahim
    Senior Implementation & Integration Engineer
    Altair Engineering
    ------------------------------

    Original Message:
    Sent: 10-28-2020 02:57 PM
    From: Melissa Falardeau
    Subject: Monarch Classic Pipe Delimited Text Files - Floating Trap

    I have a pipe delimited Text file that varies in length.  I need to create a model for it to extract the data into an excel file.  But the | in Monarch classic appears to be used for numeric or a trap.  I have been unsuccessful in figuring out how to create the model as a floating Trap.

    I would normally just use Monarch complete when opening a Pipe Delimited file but I need a model that can be used in the content server on the report/Document.  So far I have not found a way to use a 'workspace' on a file within the content server.  it appears it must be a 'Model' that is used.

    Has anyone else come across this issue and found a solution?

    here is an example of the file:

    RECORD TYPE|PROCESS DATE|PAYEE|SELLER SERVICER|INV|CAT|LOAN NO|INV LOAN NO|ACTIVITY|EXCEPTION CD|LLR SUB IND|ADJUSTMENT AMT|FILE ID|

    LOAN|10/27/2020|01H01|156236|H01|001|9999999999|075658444013|DAILY LIQ|61|N|.37|7777|

    LOAN|10/27/2020|01H01|156236|H01|001|4444444444|32586429|DAILY LIQ|61|N|.84|7777|

    LOAN|10/27/2020|01H01|156236|H01|001|7777777777|66551738|DAILY LIQ|61|N|.96|7777|

    EOF||||||||||||3149|


    Thank you!

    Melissa Falardeau

    ------------------------------
    Melissa Falardeau
    Solutions Analyst
    AmeriFirst Financial Corporation
    Portage MI
    (800) 466-5626 Ext # 10318
    ------------------------------
  • Melissa_21551
    Melissa_21551 New Altair Community Member
    edited October 2020

    Hi Melissa,

    Monarch has an alternate trap character setting that is just for this type of situation.  In Classic, go to Home->Options>Input->Trapping and select either 'Latin' or 'Low ASCII' (Latin would probably be safer and less likely to conflict with existing data).

    image

    The setting is model specific.

    The numeric OR trap will now be the ® instead of |.  So you are free to use the | as your floating trap.  Version 2020 changes any existing traps automatically, but I have a feeling some older versions do not and you may need to review any existing templates to make sure they are using the new wildcard trap characters.  

    As an aside, if you did not need to treat the file as a report for Content Server, I would echo Chris's suggestion of opening the file as a database and changing the seperator to the pipe.  It saves a lot of work, in most cases!

    Regards,
    Steve. 






    ------------------------------
    Steve Caiels
    Professional Services
    Altair
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 10-28-2020 04:53 PM
    From: Melissa Falardeau
    Subject: Monarch Classic Pipe Delimited Text Files - Floating Trap

    Hi Chris,

    The file does not come to us as a 'Database' File type.  I am unable to open it as a Database.  These reports are ingested as is into our content server as they are received.  We are looking for an automated process that immediately ingests the report when it is received and has a model that can be used on the report within the content server for an end user to export it out.

    I am thinking that the only way I can somewhat accomplish this is by having a monitored visual process that will use a workspace to create and export a  workable file, then have the content server ingest that report.

    ------------------------------
    Melissa Falardeau
    Solutions Analyst
    AmeriFirst Financial Corporation
    Portage MI
    (800) 466-5626 Ext # 10318
    ------------------------------

    Original Message:
    Sent: 10-28-2020 04:35 PM
    From: Chris Porthouse
    Subject: Monarch Classic Pipe Delimited Text Files - Floating Trap

    If you are going to use Classic, Open the file as a database (Import data from CSV, Excel, Access, etc....) and then select Define and Import data.  On the right side you can change the delimited text parameter to a Pipe symbol:
    image


    ------------------------------
    Chris Porthouse
    Professional services
    Altair

    Original Message:
    Sent: 10-28-2020 02:57 PM
    From: Melissa Falardeau
    Subject: Monarch Classic Pipe Delimited Text Files - Floating Trap

    I have a pipe delimited Text file that varies in length.  I need to create a model for it to extract the data into an excel file.  But the | in Monarch classic appears to be used for numeric or a trap.  I have been unsuccessful in figuring out how to create the model as a floating Trap.

    I would normally just use Monarch complete when opening a Pipe Delimited file but I need a model that can be used in the content server on the report/Document.  So far I have not found a way to use a 'workspace' on a file within the content server.  it appears it must be a 'Model' that is used.

    Has anyone else come across this issue and found a solution?

    here is an example of the file:

    RECORD TYPE|PROCESS DATE|PAYEE|SELLER SERVICER|INV|CAT|LOAN NO|INV LOAN NO|ACTIVITY|EXCEPTION CD|LLR SUB IND|ADJUSTMENT AMT|FILE ID|

    LOAN|10/27/2020|01H01|156236|H01|001|9999999999|075658444013|DAILY LIQ|61|N|.37|7777|

    LOAN|10/27/2020|01H01|156236|H01|001|4444444444|32586429|DAILY LIQ|61|N|.84|7777|

    LOAN|10/27/2020|01H01|156236|H01|001|7777777777|66551738|DAILY LIQ|61|N|.96|7777|

    EOF||||||||||||3149|


    Thank you!

    Melissa Falardeau

    ------------------------------
    Melissa Falardeau
    Solutions Analyst
    AmeriFirst Financial Corporation
    Portage MI
    (800) 466-5626 Ext # 10318
    ------------------------------
    Perfect Thank you!

    ------------------------------
    Melissa Falardeau
    Solutions Analyst
    AmeriFirst Financial Corporation
    Portage MI
    (800) 466-5626 Ext # 10318
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 10-29-2020 05:40 AM
    From: Steve Caiels
    Subject: Monarch Classic Pipe Delimited Text Files - Floating Trap

    Hi Melissa,

    Monarch has an alternate trap character setting that is just for this type of situation.  In Classic, go to Home->Options>Input->Trapping and select either 'Latin' or 'Low ASCII' (Latin would probably be safer and less likely to conflict with existing data).
    image

    The setting is model specific.

    The numeric OR trap will now be the ® instead of |.  So you are free to use the | as your floating trap.  Version 2020 changes any existing traps automatically, but I have a feeling some older versions do not and you may need to review any existing templates to make sure they are using the new wildcard trap characters.

    As an aside, if you did not need to treat the file as a report for Content Server, I would echo Chris's suggestion of opening the file as a database and changing the seperator to the pipe.  It saves a lot of work, in most cases!

    Regards,
    Steve. 






    ------------------------------
    Steve Caiels
    Professional Services
    Altair
    ------------------------------

    Original Message:
    Sent: 10-28-2020 04:53 PM
    From: Melissa Falardeau
    Subject: Monarch Classic Pipe Delimited Text Files - Floating Trap

    Hi Chris,

    The file does not come to us as a 'Database' File type.  I am unable to open it as a Database.  These reports are ingested as is into our content server as they are received.  We are looking for an automated process that immediately ingests the report when it is received and has a model that can be used on the report within the content server for an end user to export it out.

    I am thinking that the only way I can somewhat accomplish this is by having a monitored visual process that will use a workspace to create and export a  workable file, then have the content server ingest that report.

    ------------------------------
    Melissa Falardeau
    Solutions Analyst
    AmeriFirst Financial Corporation
    Portage MI
    (800) 466-5626 Ext # 10318

    Original Message:
    Sent: 10-28-2020 04:35 PM
    From: Chris Porthouse
    Subject: Monarch Classic Pipe Delimited Text Files - Floating Trap

    If you are going to use Classic, Open the file as a database (Import data from CSV, Excel, Access, etc....) and then select Define and Import data.  On the right side you can change the delimited text parameter to a Pipe symbol:
    image


    ------------------------------
    Chris Porthouse
    Professional services
    Altair

    Original Message:
    Sent: 10-28-2020 02:57 PM
    From: Melissa Falardeau
    Subject: Monarch Classic Pipe Delimited Text Files - Floating Trap

    I have a pipe delimited Text file that varies in length.  I need to create a model for it to extract the data into an excel file.  But the | in Monarch classic appears to be used for numeric or a trap.  I have been unsuccessful in figuring out how to create the model as a floating Trap.

    I would normally just use Monarch complete when opening a Pipe Delimited file but I need a model that can be used in the content server on the report/Document.  So far I have not found a way to use a 'workspace' on a file within the content server.  it appears it must be a 'Model' that is used.

    Has anyone else come across this issue and found a solution?

    here is an example of the file:

    RECORD TYPE|PROCESS DATE|PAYEE|SELLER SERVICER|INV|CAT|LOAN NO|INV LOAN NO|ACTIVITY|EXCEPTION CD|LLR SUB IND|ADJUSTMENT AMT|FILE ID|

    LOAN|10/27/2020|01H01|156236|H01|001|9999999999|075658444013|DAILY LIQ|61|N|.37|7777|

    LOAN|10/27/2020|01H01|156236|H01|001|4444444444|32586429|DAILY LIQ|61|N|.84|7777|

    LOAN|10/27/2020|01H01|156236|H01|001|7777777777|66551738|DAILY LIQ|61|N|.96|7777|

    EOF||||||||||||3149|


    Thank you!

    Melissa Falardeau

    ------------------------------
    Melissa Falardeau
    Solutions Analyst
    AmeriFirst Financial Corporation
    Portage MI
    (800) 466-5626 Ext # 10318
    ------------------------------
  • Ernie
    Ernie New Altair Community Member
    edited December 2020

    Hi Melissa,

     

    It is true that Content does not use workspaces. 

     

    The pipe delimited file is ingested into Content as a text file, and processed as a text file (instead of as a database as you can do in Monarch Classic and DPS) so it does require a model. 

     

    Since the character  " | "  (pipe) is reserved by default as a trap character, the default has to be changed in the options for the model to "Latin" so that you can use the pipe as a literal character in a Floating trap. You can then use that model in a Document Type setup for Content.

     

     

    Ernie Flammini

    Sr. Professional Services Consultant

     

    Altair | Nasdaq: ALTR

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    This message is a private communication intended only for the use of the addressee and may contain information that is PROPRIETARY and CONFIDENTIAL. If you are not the intended recipient, you are hereby notified that any dissemination of this communication is strictly prohibited. If you have received this communication in error, please erase all copies of the message and its attachments and notify the sender by replying to this message. Thank you.

     




    -------------------------------------------
    Original Message:
    Sent: 10/28/2020 2:57:00 PM
    From: Melissa Falardeau
    Subject: Monarch Classic Pipe Delimited Text Files - Floating Trap

    I have a pipe delimited Text file that varies in length.  I need to create a model for it to extract the data into an excel file.  But the | in Monarch classic appears to be used for numeric or a trap.  I have been unsuccessful in figuring out how to create the model as a floating Trap.

    I would normally just use Monarch complete when opening a Pipe Delimited file but I need a model that can be used in the content server on the report/Document.  So far I have not found a way to use a 'workspace' on a file within the content server.  it appears it must be a 'Model' that is used.

    Has anyone else come across this issue and found a solution?

    here is an example of the file:

    RECORD TYPE|PROCESS DATE|PAYEE|SELLER SERVICER|INV|CAT|LOAN NO|INV LOAN NO|ACTIVITY|EXCEPTION CD|LLR SUB IND|ADJUSTMENT AMT|FILE ID|

    LOAN|10/27/2020|01H01|156236|H01|001|9999999999|075658444013|DAILY LIQ|61|N|.37|7777|

    LOAN|10/27/2020|01H01|156236|H01|001|4444444444|32586429|DAILY LIQ|61|N|.84|7777|

    LOAN|10/27/2020|01H01|156236|H01|001|7777777777|66551738|DAILY LIQ|61|N|.96|7777|

    EOF||||||||||||3149|


    Thank you!

    Melissa Falardeau

    ------------------------------
    Melissa Falardeau
    Solutions Analyst
    AmeriFirst Financial Corporation
    Portage MI
    (800) 466-5626 Ext # 10318
    ------------------------------