FIS - IBS | CodeConnect - Core Connectivity Checklist

CodeConnect Portal Steps:

Please follow the steps below to begin the core connectivity process:

1. Log in to the CodeConnect Portal

   1. The credentials for this should be provided by FIS. Please reach out to them if you do not have access to them.

2. Create the CodeConnect Application for Glyue

   1. At the top of the page, under the API tab, click on “My Applications” and then “Create a new application”

   2. Name the application according to the integration (i.e. LoanBookingApplicationGlyue) and fill in the description. Set the per token quota to Unlimited

   3. Choose the API group “IBS-APIs” and select the relevant APIs for the integration

      1. For this step, FIS may be able to advise on which groups should be used for the specific business use cases. You can also reach out to the Sandbox Banking PM/Solution Architect to help determine the list of API’s needed for the project.

      2. Additional API groups can be subscribed to later.

   4. Set each API Tier to Unlimited

3. Retrieve Credentials for the Application

   1. On the “My Applications” tab, find the application you just created.

   2. Click on the “View” action and click on the “Readiness Keys” tab. You will need to request access for these keys.

   3. Once you are approved, grab the following pieces of information on the screen and forward them to the Sandbox Banking team. PLEASE ONLY USE A SECURED SHARING METHOD TO SEND THESE CREDENTIALS.

      1. Consumer Key

      2. Consumer Secret

4. Retrieve Credentials for the IBS Core

   1. On the IBS Core/Insight, please create an IBS User that Glyue will use as the service account.

      1. Permission the account to have the appropriate access to the functions it will need (i.e. If the integration would require creating customers, it will need the permission to do so)

   2. Send the IBS Username and Password to the Sandbox Banking team securely.

   3. Reach out to FIS for the following pieces of information and securely share them with the Sandbox Banking team:

      1. Organization ID

      2. Source ID

      3. Host

      4. Encryption Cert

      5. Encryption Table (CSV)

5. Summary of Credentials to Send to Sandbox Banking:

   1. Organization ID

   2. Source ID

   3. Host

   4. Encryption Cert

   5. Encryption Table (CSV)

   6. Consumer Key

   7. Consumer Secret

   8. IBS Username

   9. IBS Password