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The KYC Agent logs every step in ABBYY Timeline (Process AI) for visibility, monitoring, and compliance. Set up ABBYY Timeline by creating a project that matches the KYC event log schema, generating a Personal Access Token, and configuring the Timeline key-value entries in IBM watsonx Orchestrate.

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Create or select a Timeline project

Create a new ABBYY Timeline project, or use an existing project dedicated to KYC process monitoring and analytics.
Configure the Timeline project using the event log schema that the KYC Agent generates. The column names and structure must match the schema exactly, or data ingestion, process analysis, and dashboard reporting will fail.
For the required columns, see Timeline event log schema.

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Generate a Personal Access Token

A Personal Access Token (PAT) authenticates API requests between IBM watsonx Orchestrate and ABBYY Timeline.
The user who generates the token must have the Administrator role in ABBYY Timeline. Administrator permissions are required to create and manage Personal Access Tokens and to grant the API access the integration needs.
1

Log in to ABBYY Timeline

Log in to your ABBYY Timeline environment.
2

Open Personal Access Tokens

Go to your User Profile and select Personal Access Tokens.
3

Create a token

Click Create Personal Access Token.
4

Configure the token settings

Configure the token:
  1. Enter a Token name.
  2. Optionally set a Token expiration date.
  3. Select the required permissions.
Screenshot of the Create new Personal Access Token dialog in ABBYY Timeline, with the Token name, Description, Token expiration, and Permissions fields highlighted.
5

Grant permissions

Grant the permissions the integration needs:
  • Project permissions
  • Repository permissions
  • Profile permissions (if required)
6

Create and copy the token

Create the token, and then copy the generated value.
The Personal Access Token is displayed only once, during creation. Store it securely, because you cannot view it again after you close the dialog.

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Obtain the Timeline project ID

The Timeline project ID identifies the project where process events and analytics data are stored. Find it in the URL of your Timeline project.
Copy the project ID and save it for the IBM watsonx Orchestrate configuration.
Screenshot of an ABBYY Timeline project with the numeric project ID highlighted in the browser address bar.

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Configure the Timeline connection in IBM watsonx Orchestrate

Populate the abbyy_key_value_abbyy_e073d849 connection (type Key-Value pair) with your ABBYY Timeline details.

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Configure monitoring and analytics dashboards

Create or customize ABBYY Timeline dashboards to monitor key business and operational metrics, such as:
  • Total KYC cases received
  • Approved KYC cases
  • Rejected KYC cases
  • Cases pending review
  • Average processing time
  • Process bottlenecks
  • Failed transactions and exceptions
  • End-to-end workflow performance trends
After you finish, ABBYY Timeline provides process visibility, monitoring, and analytics for the KYC Agent.

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Next steps

Continue to Set up IBM watsonx Orchestrate.