Kodiak Derivatives Service is an IIS service that acts as the service layer between client and data storage.
Default location: C:/inetpup/Kodiak_Derivatives_Server/Services
IIS virtual path:
http://localhost/kodiak_derivatives_service/DerivativesDataService.svc
http://localhost/kodiak_derivatives_service/KodiakDataService.svc
Authentication: Windows Authentication
This service uses Entity Framework with Database First paradigm and also contains several business related functions, such as
Usergroup handling
As a request comes in the service checks the userprofile and fetches the users group setup for the user from OMS database and filters returned data accordingly
Timestamping
Contract creation date is set in the service to make sure that timestamping is normalized over all contracts
Save report
The service can fetch reports and save them as pdf to file. To activate this feature set the following config parameters in the config file
<add key="SaveReport" value="True" />
<add key="SaveReportsFileLocation" value="C:/temp/reports" />
<add key="ReportsUrl" value="http://localhost/kodiak_derivatives_reports_fossar/Reports" />
Email reports
The service can fetch reports and send them as emails to customer via email address (or semicomma separated email addresses) registered in the users profile in OMS database. To activate this feature set the following config parameters in appsettings in the config file
<add key="SendEmail" value="False" />
<add key="SmptServer" value="smtp.gmail.com" />
<add key="SmtpPort" value="587" />
<add key="SenderSignature" value="Kodi Bank" />
<add key="SendReportsFromEmail" value="" />
<add key="SendReportsCCEmails" value="" />
<add key="SendReportsBCCEmails" value="" />
<add key="UseDefaultCredentials" value="False" />
<add key="SendReportNetworkCredentialUsername" value="username" />
<add key="SendReportNetworkCredentialPassword" value="password" />
<add key="ExclusionEmails" value="" />
<add key="TestEmails" value="" />
Key | Value | |
|---|---|---|
SendEmail | True or False | Optional, but false if not set. |
SmptServer | The Smpt server for sending the email | Required |
SmptPort | The port to use for the smpt server | Required |
SenderSignature | Who signs the email | Optional |
SendReportsFromEmail | The sender email address | Required |
SendReportsCCEmails | Semicomma separated list of emails to set in cc | Optional |
SendReportsBCCEmails | Semicomma separated list of emails to set in bcc | Optional |
UseDefaultCredentials | True or False | Optional |
SendReportNetworkCredentialUsername | The username of the user that is authorized in the Smtp server. | Required if UseDefaultCredentials is False |
SendReportNetworkCredentialPassword | The password of the user that is authorized in the Smtp server. | Required if UseDefaultCredentials is False |
ExclusionEmails | Semicomma separated emails to exclude in list of recipients | Optional |
TestEmails | Semicomma separated emails. If set, will override all other recipients and only send to this list. For debugging purposes. | Optional |
Save CSV
The service can create a csv file and save to filesystem or send to Microsoft Message Queue. To activate this feature set the following config parameters in appsettings in the config file
<add key="SaveCsv" value="True" />
<add key="MessageQueueName" value="Derivatives" />
<add key="FileDropLocation" value="C:/Temp/" />
Key | Value | |
|---|---|---|
SaveCsv | True or False | Optional, but False if omitted |
MessageQueueName | The name of the already created message queue. | Optional if FileDropLocation is set |
FileDropLocation | The path to file location where csv files should be saved | Optional if MessageQueueName is set |
Send settlement
The service can call stored procedure in the database called SubmitDerivativesSettlement with operationId where you can for instance send settlement or something else. To activate this feature set the following config parameters in appsettings in the config file
<add key="SendSettlement" value="True" />