1. Finicity Integration Service Guide
  2. Integration Guide
  3. Maintenance for Oracle Banking Origination

1.1 Maintenance for Oracle Banking Origination

This topic describes systematic instructions to maintain Oracle Banking Routing Hub configuration in common core for Finicity Integration Service.

To maintain Oracle Banking Routing Hub configuration in common core for Finicity Integration Service.

Specify User ID and Password, and login to Home screen.

To import the services:

  1. On Home screen, click Core Maintenance. Under Core Maintenance, click Routing Hub.
  2. Under Routing Hub, click FINICITY.
    The Service Consumers screen displays.

    Figure 1-1 Service Consumer


    Description of Figure 1-1 follows
    Description of "Figure 1-1 Service Consumer"

  3. Click Import and select the FINICITY_FINICITY1.13.2_Provider.json file provided in release.
  4. Under FINICITY, click FINICITY.
    The FINICITY screen displays.

    Figure 1-2 FINICITY


    Description of Figure 1-2 follows
    Description of "Figure 1-2 FINICITY"

  5. Click Edit.
  6. Change the host and port as per the Finicity Integration Service installation and save it
    The Edit Implementation screen displays.

    Figure 1-3 Edit Implementation


    Description of Figure 1-3 follows
    Description of "Figure 1-3 Edit Implementation"

  7. From FINICITY screen, click Consumer Service.
    The Consumer Service screen displays.

    Figure 1-4 Consumer Services


    Description of Figure 1-4 follows
    Description of "Figure 1-4 Consumer Services"

  8. Click Import below services
    • Get_Institution_by_ID
    • Get_Account_Owner_Details
    • Delete_Customer_by_ID
    • Create_Access_Token
    • Initiate_Existing_Customer_Finicity
    • initiate_Finicity
    • Get_Account_ACH_Details
    1. Enquiry API for fetching institution Details:

      This will allow Oracle Banking Origination to fetch institution details for finicity integration. Below finicity apis are called in the sequence.

      Table 1-1 Routing Hub Details

      Service Provider Consumer Services Service
      FINICITY Create_Access_Token CreateToken - /aggregation/v2/partners/authentication
      FINICITY Get_Institution_by_ID GetInstitution - /institution/v2/institutions/{institutionId}
    2. Enquiry API for fetching Account Owner Details:

      This will allow Oracle Banking Origination to fetch account owner details for finicity integration. Below finicity apis are called in the sequence:

      Table 1-2 Routing Hub Details

      Service Provider Consumer Services Service
      FINICITY Create_Access_Token CreateToken - /aggregation/v2/partners/authentication
      FINICITY Get_Account_Owner_Details GetAccountOwnerDetails - /aggregation/v3/customers/{customerId}/accounts/{accountId}/owner
    3. API for deleting customer finicity:

      This api is used to delete the customer created in the finicity. Below finicity apis are called in the sequence:

      Table 1-3 Routing Hub Details

      Service Provider Consumer Services Service
      FINICITY Create_Access_Token CreateToken - /aggregation/v2/partners/authentication
      FINICITY Delete_Customer_by_ID DeleteCustomer - /aggregation/v1/customers/{customerId}
    4. API for creating access token:

      This api is used to create authentication token which will be required while calling finicity api for the security purpose.

      Table 1-4 List of Names

      Service Provider Consumer Services Service
      FINICITY Create_Access_Token CreateToken - /aggregation/v2/partners/authentication
    5. API for initiating finicity call for an existing customer:

      This api is used to initiate finicity call for an existing customer. Incase apis call to finicity fails after customer is already created, instead of calling apis again from start we will use an existing customer created and then call subsequent apis of finicity. Below finicity apis are called in the sequence. If finicity mode is configured as “Branch Visit” in Origination Preference screen, then Generate_Connect_URL_Transform will be called after Create_Access_Token else if finicity mode is configured as “Customer Email” in Origination Preference screen then.

      Send_Connect_Email will be called after Create_Access_Token.

      Table 1-5 Routing Hub Details

      Service Provider Consumer Services Service
      FINICITY Create_Access_Token CreateToken - /aggregation/v2/partners/authentication
      FINICITY Generate_Connect_URL_Transform GenerateConnectUrl - /connect/v2/generate
      FINICITY Send_Connect_Email SendConnectEmail - /connect/v2/send/email
    6. API for initiating finicity call:

      This api is used for initiating the finicity call. Below finicity apis are called in the sequence. If finicity mode is configured as “Branch Visit” in Origination Preference screen, then Generate_Connect_URL_Transform will be called after AddTestingCustomer else if finicity mode is configured as “Customer Email” in Origination Preference screen then.

      Send_Connect_Email will be called after AddTestingCustomer:

      Table 1-6 Routing Hub Details:

      Service Provider Consumer Services Service
      FINICITY Create_Access_Token CreateToken - /aggregation/v2/partners/authentication
      FINICITY AddTestingCustomer AddTestingCustomer - /aggregation/v2/customers/testing
      FINICITY Generate_Connect_URL_Transform GenerateConnectUrl - /connect/v2/generate
      FINICITY Send_Connect_Emai SendConnectEmail - /connect/v2/send/email
    7. API for fetching account details:

      This api is used for fetching the account details from finicity. Below finicity apis are called in the sequence:

      Table 1-7 Routing Hub Details

      Service Provider Consumer Services Service
      FINICITY Create_Access_Token CreateToken - /aggregation/v2/partners/authentication
      FINICITY Get_Account_ACH_Details GetAccountACHDetails - /aggregation/v1/customers/{customerId}/accounts/{accountId}/details

Parent topic: Integration Guide