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 |
|---|---|
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/updateAccountByID | Admin Password: Yes |
Transaction Group
Services | Parameters |
|---|---|
Transactions/transfer | Admin Password: Yes |
FindBy Group
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 |
|---|---|
episysinformation/getGeneralEpisysInformation | Admin Password: Yes |