TRANXACT.AI Training

After go-live: running the service

Service requests and refreshes, incidents and the P1 path, SLAs, releases, the governance cadence, scaling, extensions, and the steady-state checklist.

Before, during and after · 20 minutes · 5 questions

For: The customer’s IT operations and service desk, business process owners, and the Autonomous Operations Pilot.

Service requests

Raised and approved by the customer in the service portal; received, assessed, scheduled and completed by TRANXACT. Production requests are handled around the clock, non-production on business days.

RequestCategoryLead time
Environment refresh, production → non-production (TO_4.7.01)Standard, up to 12 per environment per year3 working days
Refresh beyond the quota (TO_4.7.02)Additional3 working days
Point-in-time restore (TO_4.9.05)StandardHours; P1 immediately
Add an egress destination (INFRA_2.6.02)Standard2 working days (proposed)
Create an integration API client (PLAT_5.3.02)Standard2 working days (proposed)
Switch on a module (PLAT_5.1.01)Standard, with a sizing reviewPer plan
Resize nodes or database (INFRA_2.4.05, DB_3.1.06)Optional, change requestChange window
Temporary capacity for a peak (INFRA_2.4.06)Additional5 working days (proposed)

A refreshed copy has its outbound integrations disabled and its endpoints re-pointed, so it can never send live payments or filings. They stay disabled until the customer re-enables them.

Incidents

The incident process across the customer, operations and engineering CustomerTRANXACT operationsTRANXACT productengineeringIncident occursCreate incident withpriority, impact and a24×7 contactValidate priority,acknowledgeInvestigate and diagnose(ASK summary)Provide a solution orworkaroundDevelop and test a fixTest, confirm, close —customer onlyproduct defect
The incident process across the customer, operations and engineering
PriorityReactionHours
P1 · Very high20 minutes24×7; action plan within 4 hours
P2 · High2 hours24×7 production; business days non-production
P3 · Medium4 hoursBusiness days
P4 · Low1 dayBusiness days

In a P1: raise it in the portal with a 24×7 contact, call the service desk quoting the number, and the duty manager engages if business is down, go-live is at risk, or month-end, payroll or a filing is stopped. Expect an action plan within 4 hours, one point of contact, and a root-cause analysis for production.

A P1 without a reachable 24×7 contact loses its reaction-time guarantee. And only the customer confirms resolution and closes an incident.

Releases

Release notes in advance → non-production first → the customer’s regression tests (the customer’s, unless T1 is contracted) → a cooling period → a rolling production update. Month-end, payroll and statutory filing dates are blocked out of the production calendar by default, and the customer may request a deferral within the allowed window.

Governance

ForumCadenceCovers
ExecutiveOn demandStrategy, roadmap, more modules
Steering committeeQuarterlySLA and KPIs, scaling, major changes
Business reviewMonthlyService quality, adoption, ASK usage and cost
Operations syncFortnightlyIncidents, requests, releases, escalations

Scaling and extensions

Inside the contracted tier TRANXACT scales on its own. Beyond it, bigger or more nodes, a bigger database or more storage are Optional by change request, mirrored in Live DR; a temporary peak increase is Additional. An approved in-cluster extension is the customer’s to install, patch and validate before every release; TRANXACT will not delay a platform update for it, may isolate it if it threatens the SLA, and its incidents are excluded from the availability SLA.

Calderwood Group — the worked example

Three months after go-live, Calderwood refreshes QAS from production with masking for regression testing. Two days later a tester asks why no bank file arrived from QAS. Nothing is wrong: refreshed copies never send live payments, and QAS’s integrations stay disabled until Calderwood’s integration owner re-enables them against the bank’s test endpoint.

Try it Calderwood’s approved third-party tax engine, running in the cluster, stops the month-end close for three hours. Who handles it, and does it count against TRANXACT’s availability?

It is a customer incident: the customer installs, patches and escalates to the vendor (EXT_9.2.02), and incidents caused by third-party software are excluded from the availability SLA (EXT_9.2.05). TRANXACT may isolate or remove the extension if it threatens stability (EXT_9.2.04).

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