/
SymXChange Required Services and Parameters for CCaaS Integrations

SymXChange Required Services and Parameters for CCaaS Integrations

Owned by Thomas Ngoy
Last updated: Feb 04, 2025 by Easmond Tsewole
1 min read

The tables below document the required services and parameters for standard CCaaS integrations (VCC/IVA/IVR/ChatBot) into Symitar via SymXChange. These lists account for both EASE data center and on-prem installations of Symitar.

 

Account Group

Services

Parameters

Services

Parameters

Account/getPreferencePagedList

Admin Password: Yes

Account/getAccountSelectFields

Admin Password: Yes

Account/getShare

Admin Password: Yes

Account/getLoan

Admin Password: Yes

Account/searchShareTransactionPagedSelectFields

Admin Password: Yes

Account/searchLoanTransactionPagedSelectFields

Admin Password: Yes

Account/getShareSelectFields

Admin Password: Yes

Account/getLoanSelectFields

Admin Password: Yes

Account/getShareSelectFieldsFilterChildren

Admin Password: Yes

Account/getLoanSelectFieldsFilterChildren

Admin Password: Yes

Account/updateAccountByID

Admin Password: Yes

Transaction Group

Services

Parameters

Services

Parameters

Transactions/transfer

Admin Password: Yes

 

FindBy Group

Services

Parameters

Services

Parameters

findby/findByShortName

Admin Password: Yes

findby/findByLookup

Admin Password: Yes

findby/findBySSN

Admin Password: Yes

findby/findByMICR

Admin Password: Yes

findby/findByHomeUser

Admin Password: Yes

 

EpisysInformation Group

Services

Parameters

Services

Parameters

episysinformation/getGeneralEpisysInformation

Admin Password: Yes