Installing the object-centric Deductions Leakage app
The Deductions Leakage app works with objects and events created for object-centric process mining. Before you set up the Deductions Leakage app, you’ll need to enable and configure the Accounts Receivable process, load the object-centric data model with your data, and validate the standard Accounts Receivable perspective. You’ll also need to create the custom items required by the app. See Prerequisites for the object-centric Deductions Leakage app.
You can download the Deductions Leakage app from the Celonis Marketplace. When you link the Deductions Leakage app to the Accounts Receivable perspective, it uses the objects and events that you’ve built from your source system data for the Accounts Receivable process and stored in the OCPM Data Pool.
Here’s how to install the Deductions Leakage app:
Open the Celonis Marketplace from the Celonis navigation menu, and search for all or part of the app’s name. Select the Deductions Leakage (object-centric) app to see its information page.
Select Request Access to request the app. Your request is forwarded to the product team. They’ll need 1-2 business days to review your request with your account team, then they’ll give you access to the app and provide you with the setup guide for the customizations to Celonis catalog items.
When you’ve completed the custom setup, go back to the Celonis Marketplace and select Get it now to download the app.
In Celonis, choose a Studio space to install the app in. You can use an existing Studio space or create a new one. (You can move the app after installation.) Click Confirm to proceed with the installation.
In the Studio overview, find the Deductions Leakage app package in the space where you installed it, and click its tile to go to the app package.
Click the Package Settings icon (the box) and select Variables.
Select the Assign Data Model button, then search or browse for the Accounts Receivable perspective and click to select it. Click Save to set the Data Model variable.
Tip
Don’t pick the version of the perspective with the prefix
test:This is the version for the development environment, which won’t work - you need to use the production perspective without the prefix.The Deductions Leakage app needs publishing before configuration because it uses augmented attributes to track actions. Select the Publish button to publish a version of the app.
Tip
To prevent business users from accessing the app while you’re working on setup, set the package permissions to hide it from them. Click the Package Settings icon (the box), and select Permissions. Set “No Permissions” to stop a user or group from seeing the app. You can also hide the view in the Apps Perspective tab in the package settings, but then you won’t see it either, so you won’t be able to check your settings in Apps.
Open each of the app’s dashboards and validate that your data is shown. It might take a few seconds before all the tables are created. If you see “Table could not be found” errors, wait for a short time and then reload the page to see if they disappear. If they remain, you’ll need to fix this during app setup.
Work through the steps in the Setup and Validation view to change the default parameters from the Knowledge Model to align with how things are done in your organization. If anything is still not the way you want it, you can make further adjustments to the KPIs and calculated attributes directly in the app’s Knowledge Model. Validating KPIs for the object-centric Deductions Leakage app explains the process.
If you want to customize the app’s views to change their look, fit your business process, or include custom items, edit them in Studio. Editing views for the object-centric Deductions Leakage app explains the process. You’ll need Analyst permissions for Studio and the views to modify them. If you make any changes to view components that involve the calculated attributes from the Knowledge Model, we’ll automatically update the calculated attributes in the Knowledge Model.
When you’re happy with your results, publish a version of the app. There's a Publish button at the top of all the screens in your Studio space.
Tip
After publishing the package, if you make any further changes to variables in the Setup and Validation view, make sure you set these in both Studio and Apps. Changing the settings in Studio after publishing doesn’t affect the values in Apps.
When you publish the Deductions Leakage app for the first time, it creates the augmented attributes for Deduction Status and New Reason Code.