Corporates/Financiers can migrate their deals into RIVO and also any attached files related to those deals, ensuring that these attachments appear in the UI and are linked to the correct deals (refer to Data Migration for more information).

During the deal migration process, we can migrate attachments (files) related to deals in any status. The migration tool will support attachments for both newly migrated deals and already existing deals. The migration of attachments can be processed as a standalone flow or as a step within the deal migration.

How to Navigate in RIVO:

• In the RIVO dashboard, go to the 'Data Migration' through the Administrator menu.

(Please note only the RIVO admin users have access to this menu.)

select 'Attachments' from the data migration drop-down list and click 'Start Migration Process' to begin the process.

Users can prepare files before uploading with the proper Naming Convention using the Read Migration Guideline. Adhering strictly to the naming convention provided is essential to ensure accurate mapping of files to the correct deals and document types.

File Naming Convention:

Rename your files following the required naming convention,

[DealReferenceNumber]_TransactionType_DocumentType_FileName.extension

Example Scenario of File with Naming Convention

• An Issuance of an Import LC, Reference Number App123, with a Proforma Invoice could be named: [App123]_ISS_PROF_ProformaInvoice2025.pdf,

Users can start uploading their created files through a drag-and-drop interface or file selection dialogue.

Clicking on the "Continue" button will start the processing of files.

Now click on 'Start Uploading' and then click 'Proceed' to link all attachments to the relevant deals and transaction types.

The attachments are now Migrated Successfully as below:

Click 'Complete' to view the information on the attachments migrated.

After the migration is complete, the users will receive an email notification with details of the migration outcome detailing the result (success or failure).

And also verify that all attachments uploaded are correctly linked to the relevant deals / steps with the correct document types. 

Name Convention Fields and their allowed codes

• Deal Reference Number to link file to (required): The identifier for the deal.
  This will vary by product:
  For Outgoing Guarantee, Import LC, Standby LC: Use Applicant Reference
  For Incoming Guarantee, Export LC: Use Beneficiary Reference
• Transaction Type :  The Transaction step for which the document is being uploaded,

• Document Type : The type of the document should be retrieved based on the product type and the issuance step.

Mapping Transaction and Document

Migration History:

The Migration History shows the records each time a migration process is initiated, with the following statuses:

• Completed: when the migration process is completed.
• Canceled: when the migration process is initiated but canceled / skipped in the middle. 

Users can download logs from each record by clicking on Download Logs.