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John Kargol

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The “Port X” panel simplifies integrating your Sharpen contact center or IVR with any banking core, tailored primarily for credit unions, banks, and other financial institutions. This all-in-one integration hub offers straightforward access to banking systems, enhancing operational efficiency. The Port X panel includes dropdown options for easy configuration, streamlining the setup of your banking core integration.

Using this panel

The Port X panel is intended to greatly reduce the amount of time that it takes to set up an integration to our customer’s banking core. Generally, when integrating to a banking core, there is a long period of application development required to build out the connection between Sharpen and the customer’s banking core. Port X has already done the footwork to build the connection to the banking core, and offer a standard API for Sharpen to use. This greatly reduces the amount of time required, and the complexity of the integration.

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Prerequisites

  • The customer will have needed to work with PortX directly, or through Sharpen to set up the connector on the PortX network.

  • Customer must also have an account in Port X.

  • Credentials for the PortX API

  • Following feature flags enabled on the account;

    • PortX

    • Logic+

    • Logic+ Beta

    • Logic+ Q1 QPS

Configuration

  1. Panel Name: Enter a unique name to identify the panel.

  2. Set as Flow Initiator: Select this button to set the panel as the starting point (i.e., the flow initiator) of the Logic flow. Once set, this can only be removed by setting a different panel as the flow initiator.

  3. Panel Description: Enter notes about the panel for reference here. This field is collapsed by default. Select the down arrow to expand.

  4. API Integration: Choose an integration to call by either using the dropdown menu (default) or entering a variable:

    1. Use Dropdown: Select an integration from the dropdown menu. All integrations created within your company's Sharpen account will appear here.

    2. Use Variable: Enter a variable that contains an integration's ID.

  5. Token Integration: Choose an integration to call for the token by either using the dropdown menu (default) or entering a variable:

    1. Use Dropdown: Select an integration from the dropdown menu. All integrations created within your company's Sharpen account will appear here.

    2. Use Variable: Enter a variable that contains an integration's ID.

  6. PortX Action: The selectable list of available API actions.

    1. Actions

      1. Get Persons

      2. Get Person Accounts

      3. Get Account by ID

      4. Get Account Balances

      5. Get Account Transactions

  7. Queries: A query using caller data, ensuring precise information retrieval.

    1. Use Dropdown: Select an option from the drop-down.

      1. Last Name Is

      2. First Name Is

      3. Name Includes

      4. TIN Is

      5. SSN Is

      6. Phone Number Is

    2. Use Variable: Enter a variable.

    3. Value: A value that can be passed in the query.

  8. Body: Enter the request body as a JSON string.

  9. Variables: Store the API request's response data by creating a variable. Select the plus sign (+) by Add New to add a new line entry for a variable. Each entry defines a variable by name and JSON path. See Additional Information at the bottom of the page for more information.

    1. Name: Enter a unique variable name.

    2. Jsonpath: Enter the JSON path to the desired data in the response body (e.g., $.results[0].firstName). Stores the entire response body by default if this field is left empty.

  10. Exit Paths: Use the dropdown menu to select another panel in your flow. Any output from this panel will advance to the linked panel.

    1. Default: The Default path is taken upon panel execution.

    2. Error: The path taken when there is an error

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