Table of Contents

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  1. Preface
  2. Introduction to Banking Use Case
  3. Before You Begin
  4. Alerting Customer Account Balance Details
  5. Notifying Stock Price Changes
  6. Notifying Credit Card Transactions
  7. Notifying Free Health Checkups for Account Holders
  8. Alerting the Bank Manager about Customers with a Particular Account Type in a City Overview
  9. Alerting Customer Cash Withdrawal Details
  10. Alerting Stock Prices to DMAT Account Holders
  11. Checking Customer Cash Withdrawal Details for a Specified Duration
  12. Alerting Consequent Credit Card Transaction Rejections
  13. Monitoring Balance Threshold of Customers
  14. Using the Dashboard Functions
  15. Managing Banking Users and Roles
  16. Importing and Exporting Objects
  17. Setting Up High Availability
  18. Using Custom Services
  19. Using the REST APIs
  20. Using Java Adapter for REST API

Banking Use Case Tutorial

Banking Use Case Tutorial

Notifying Stock Price Changes Overview

Notifying Stock Price Changes Overview

When the stock price of the required company goes above a specified price, the customer must receive an email alert that indicates the stock price.

Lesson Concepts

In this lesson, the tasks involve creating a web service source in RulePoint to retrieve stock information from the web service. The web service source service sends a formatted SOAP message to execute a remote WSDL operation and use the result to create events. When you add the company name as a parameter in the source, the source picks up the stock prices from that company. Rules respond to the event by invoking an email response. The email responder delivers the response to the customer.
The wizard rule is an easy-to-use interface where you can select the topics, conditions, and response for configuring the rule. In this lesson, you learn how to configure a wizard rule to check stock prices with a value that is greater than 35 and send an alert to the customer with the value of the stock.
The following figure represents the data model for sending an email alert to the customer when a specific stock price of a company reaches a desired amount:
The model representation uses a web service source that connects to the web services using a web services connection to retrieve transaction information. The source identifies the event property getquoteresult and publishes the events on the stock topic. The wizard rule states that when RulePoint receives a stock event with a value more than 35, create an email alert to the customer. The rule uses an xpath analytic, which uses an XPath expression "GetQuoteResult" to find information for a specific stock attribute and returns the list of objects that match.

Lesson Objectives

In this lesson, you complete the following tasks:
  • Create a topic that contains event properties associated with the stock.
  • Create a web service connection.
  • Create a web service source to retrieve stock details from the web service.
  • Create a schedule for the web service source.
  • Create an email connection to connect to the web services.
  • Create an email responder to send the email response.
  • Create an email response.
  • Create a wizard rule to send an email alert of the stock price to specific customers..
  • Deploy the rule, source, and responder.
  • View the email response.

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