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Celonis Product Documentation

Skills - Configuration changes

Skills are the Celonis automation tool used to implement some of the actions and functionalities of the AR Credit app. The table below shows the list of Skills that are available upon installation of the app.

Skill Name

Used For

Create Task - Manual Sensor

Creating a task

Calculate Credit Score

Calls MLWB script to calculate credit scorecard.

Create Approval Task

Create a new “Credit Approval detail” record, and assign a task to the approver(s).

Credit Task Approve

For updates to the credit approval process that includes updating the approval status, Tast status update and checking the limits for the approver.

Generate Credit Review

Calling MLWB to generate a “credit review” on the account.

Request Dunning Level Change

Creates task for selected user to change the dunning level, Send email notification to the credit analyst,

Approval Matrix - New

For writing the approval data to the table

Create Scorecard Parameter Value

For writing data to the table “Scorecard Parameter value”

Create Scorecard Parameter

For writing data to the table “Scorecard Parameter”

These skills will need some updates to ensure that they have appropriate permissions and parameters to function properly in the Celonis environment. The section future explains the edits that are required in a particular step in each skill.:

  1. Skill - Create Task(Manual)

    The details of modules that need to be updated in the skill are mentioned below.

    1. Step 2: Update Augmented Attribute:

      1. Knowledge Model: Select AR Credit Inside Sales Customization as the knowledge model.

      2. Record: Select the Account record from the knowledge model.

      image29.png
    2. Step 3: Create Task:

      1. Knowledge Model: Select AR Credit Customization as the knowledge model.

      2. Record: Select the Account record from the knowledge model.

      image15.png
    3. Step 11: Update Task(s):

      1. Knowledge Model: Select AR Credit Customization as the knowledge model.

      2. Record: Select the Account record from the knowledge model.

      image42.png
    4. Steps 12, 13, & 14: Update Augmented Attribute

      1. Knowledge Model: Select AR Credit Inside Sales Customization as the knowledge model.

      2. Record: Select the Credit Review Approval Details record from the knowledge model.

      image18.png
    5. Step 6: Update Augmented Attribute

      1. Knowledge Model: Select AR Credit Inside Sales Customization as the knowledge model.

      2. Record: Select the Credit Review record from the knowledge model.

      image35.png
    6. Steps 7, 8, & 9: Update Augmented Attribute

      1. Knowledge Model: Select AR Credit Inside Sales Customization as the knowledge model.

      2. Record: Select the Credit Review Approval Details record from the knowledge model.

      image18.png
    7. Step 10: Update Augmented Attribute

      1. Knowledge Model: Select AR Credit Inside Sales Customization as the knowledge model.

      2. Record: Select the Account record from the knowledge model.

      image1.png
  2. Skill - Calculate Credit Score

    1. Step 2: Execute ML Notebook

      1. Connection: Select the Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Workbench: Select ML application that you have setup for AR App.

      3. Directory: Select directory ar-backend-jobs from the list.

      4. Notebook: Select calc_score_for_acc.ipynb notebook from the list.

      image56.png
  3. Skill - Create Approval Task

    1. Step 6: Query Data Model

      1. Connection: Select the Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Data Pool: Select the Data Pool that you created in Step 1.

      3. Data Model: Select Accounts Receivable Data Model as the data model.

      image88.png
    2. Step 11: Write Data To Table (Continuous Data Push API)

      1. Application Key: Enter the application key that has permission to insert data into the Data Pool.

      2. Data Pool: Select the Data Pool you created in Step 1.

      image41.png
    3. Step 2: Create Task

      1. Knowledge Model: Select AR Credit Customization as the knowledge model.

      2. Record: Select the Account record from the knowledge model.

      image37.png
    4. Step 5: Execute Process Automation Skill

      1. Skill: Select Credit task Approve from the list

      image6.png
    5. Step 16: Update Task(s)

      1. Knowledge Model: Select AR Credit Customization as the knowledge model.

      2. Record: Select the Account record from the knowledge model.

      Step16_AR_Credit_install.png
    6. Step 10: Update Status

      1. Knowledge Model: Select AR Credit Customization as the knowledge model.

      2. Record: Select the Credit Review record from the knowledge model.

      3. Augmented Attribute: Select Status from the list.

      image9.png
    7. Step 13: Update Resolution

      1. Knowledge Model: Select AR Credit Inside Sales Customization as the knowledge model.

      2. Record: Select the Credit Review Approval Details record from the knowledge model.

      3. Augmented Attribute: Select Resolution from the list.

      image21.png
    8. Step 14: Update Note

      1. Knowledge Model: Select AR Credit Inside Sales Customization as the knowledge model.

      2. Record: Select the Credit Review Approval Details record from the knowledge model.

      3. Augmented Attribute: Select Note from the list.

      image40.png
    9. Step 15: Update Task Id

      1. Knowledge Model: Select AR Credit Inside Sales Customization as the knowledge model.

      2. Record: Select the Credit Review Approval Details record from the knowledge model.

      3. Augmented Attribute: Select Task ID from the list.

      image11.png
    10. Step 8: Update Last Request

      1. Knowledge Model: Select AR Credit Inside Sales Customization as the knowledge model.

      2. Record: Select the Account record from the knowledge model.

      3. Augmented Attribute: Select Last Request from the list.

      image25.png
  4. Skill - Credit Task Approve

    1. Step 2: Query Data Model

      1. Connection: Select the Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Data Pool: Select the Data Pool that you created in Step 1.

      3. Data Model: Select Accounts Receivable Data Model as the data model.

      image5.png
    2. Step 5: Update Task(s)

      1. Knowledge Model: Select AR Credit Customization as the knowledge model.

      2. Record: Select the Account record from the knowledge model.

      image49.png
    3. Step 14: Update Note

      1. Knowledge Model: Select AR Credit Inside Sales Customization as the knowledge model.

      2. Record: Select the Credit Review Approval Details record from the knowledge model.

      3. Augmented Attribute: Select Note from the list.

      image44.png
    4. Step 15: Update Task ID

      1. Knowledge Model: Select AR Credit Inside Sales Customization as the knowledge model.

      2. Record: Select the Credit Review Approval Details record from the knowledge model.

      3. Augmented Attribute: Select Task ID from the list.

      image47.png
    5. Step 16: Update Credit Review Approval Details Resolution

      1. Knowledge Model: Select AR Credit Inside Sales Customization as the knowledge model.

      2. Record: Select the Credit Review Approval Details record from the knowledge model.

      3. Augmented Attribute: Select Resolution from the list.

      image13.png
    6. Step 6: Execute Process Automation Skill

      1. Skill: Select Create Approval Task skill from the list.

      image16.png
    7. Step 13: Update Credit Review Status

      1. Knowledge Model: Select AR Credit Inside Sales Customization as the knowledge model.

      2. Record: Select the Credit Review record from the knowledge model.

      3. Augmented Attribute: Select Status from the list.

      image50.png
    8. Step 8: Update Last Request

      1. Knowledge Model: Select AR Credit Inside Sales Customization as the knowledge model.

      2. Record: Select the Account record from the knowledge model.

      3. Augmented Attribute: Select Last Request from the list.

      image20.png
  5. Skill - Generate Credit Review

    1. Step 2: Query Data Model

      1. Connection: Select the Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Data Pool: Select the Data Pool that you created in Step 1

      3. Data Model: Select Accounts Receivable Data Model as the data model.

      image4.png
    2. Step 5: Update Augmented Attribute

      1. Knowledge Model: Select AR Credit Inside Sales Customization as the knowledge model.

      2. Record: Select the Account record from the knowledge model.

      3. Augmented Attribute: Select Last Request from the list.

      image20.png
    3. Step 9: Query Data Model

      1. Connection: Select the Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Data Pool: Select the Data Pool that you created in Step 1.

      3. Data Model: Select Accounts Receivable Data Model as the data model.

      image4.png
    4. Step 8: Write Data To Table (Continuous Data Push API)

      1. Application Key: Enter the application key that has permission to insert data into the Data Pool.

      2. Data Pool: Select the Data Pool you created in Step 1.

      image14.png
    5. Step 6: Execute Process Automation Skill

      1. Skill: Select Create Approval Task skill from the list.

      image3.png
  6. Skill - Request Dunning Level Change

    1. Step 2: Query data Model

      1. Connection: Select the Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Data Pool: Select the Data Pool that you created in Step 1.

      3. Data Model: Select Accounts Receivable Data Model as the data model.

      image4.png
    2. Step 14: Update Augmented Attribute

      1. Knowledge Model: Select AR Credit Inside Sales Customization as the knowledge model.

      2. Record: Select the Account record from the knowledge model.

      3. Augmented Attribute: Select Last Request from the list.

      image20.png
    3. Step 3: Create Task

      1. Knowledge Model: Select AR Credit Customization as the knowledge model.

      2. Record: Select the Account record from the knowledge model.

      image38.png
    4. Step 18: Update Task(s)

      1. Knowledge Model: Select AR Credit Customization as the knowledge model.

      2. Record: Select the Account record from the knowledge model.

      image12.png
    5. Step 12: Query Data Model

      1. Connection: Select the Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Data Pool: Select the Data Pool that you created in Step 1.

      3. Data Model: Select Accounts Receivable Data Model as the data model.

      image26.png
    6. Step 15: Update Last Request

      1. Knowledge Model: Select AR Credit Inside Sales Customization as the knowledge model.

      2. Record: Select the Account record from the knowledge model.

      3. Augmented Attribute: Select Last Request from the list.

      image39.png
    7. Step 17: Update Task(s)

      1. Knowledge Model: Select AR Credit Customization as the knowledge model.

      2. Record: Select the Account record from the knowledge model.

      image12.png
    8. Step 13: Query Data Model

      1. Connection: Select the Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Data Pool: Select the Data Pool that you created in Step 1.

      3. Data Model: Select Accounts Receivable Data Model as the data model.

      image26.png
    9. Step 16: Update Last Request

      1. Knowledge Model: Select AR Credit Inside Sales Customization as the knowledge model.

      2. Record: Select the Account record from the knowledge model.

      3. Augmented Attribute: Select Last Request from the list.

      image39.png
  7. Skill - Approval Matrix - New

    1. Step 3: Write Data To Table (Continuous Data Push API)

      1. Application Key: Enter the application key that has permission to insert data into the Data Pool.

      2. Data Pool: Select the Data Pool you created in Step 1.

      image32.png
  8. Skill - Create Score Card Parameter Value

    1. Step 2: Write Data To Table (Continuous Data Push API)

      1. Application Key: Enter the application key that has permission to insert data into the Data Pool.

      2. Data Pool: Select the Data Pool you created in Step 1.

      image32.png
  9. Skill - Create Score Card Parameter

    1. Step 2: Write Data To Table (Continuous Data Push API)

      1. Application Key: Enter the application key that has permission to insert data into the Data Pool.

      2. Data Pool: Select the Data Pool you created in Step 1.

      image32.png