← Platform integrations

SymXchange implementation blueprint for customer use

This blueprint is used to configure SymXchange for credit unions. The minimum Episys release currently supported is 2020.01.

SYSTEM Web Console

Certificate configuration

Network traffic between Episys and Banno uses the SymXchange HTTPS protocol. This requires a certificate to be generated and exchanged between the client systems.

Create a Key configuration and certificate to be used for your Banno SymXchange instance

  1. Log in to System Web Console.
  2. Navigate to Key Management > Key Store Configuration.
  3. Click the New Configuration button.
  4. At the Name prompt, enter a name for the new key configuration.
    • Ex: BANNO_SYMxxx (where xxx is the SYM number)
  5. At the Description prompt, enter a description for the new key configuration.
  6. At the Host SYM prompt, select the SYM under which SymXchange runs.
  7. Click Save.
    • The new key configuration now appears in the key store configuration list.
  8. From the list, select the new key configuration.
    • Tip: The new key configuration may be on the second or third page.
  9. Click the Key Stores tab.
  10. Click the Open Key Store icon next to the key store.
  11. Click Create Key.
  12. At the Alias prompt, enter an alias.
    • Ex: banno_symxxx (where xxx is the SYM number)
  13. At the Days of Validity prompt, type 3650.
  14. At the Key Size prompt, select 2048 bits.
  15. At the Common Name (CN) prompt, enter a name.
    • Ex: symx.<CU_Name>.local
    • Remaining fields are not required but can be filled in if desired.
  16. Click Create.
    • The new key alias now appears in the key store.

Exporting the Public Key from the Banno instance

  1. Log on to the System Web Console.
  2. In the System Web Console window, select Key Management from the menu list.
    • The Key Store Configuration List pane appears.
  3. In the Configuration Name column, select the key configuration created for Banno.
  4. Select the Key Stores tab, and then click the Open Key Store icon.
    • The Key Management pane appears.
  5. Click the Export icon.
    • The Export Key dialog box appears.
  6. Leave the Private Key Password prompt blank.
  7. At the File Name prompt, type a relevant name.
  8. At the File Format prompt, click the drop-down arrow, and then select PEM.
  9. Click the Export button to save the .pem file to your local drive.
  10. Upload the certificate to the Banno Implementation/Update jSource case.
    • Important: You must upload the file to a secure internal access point. Send the file using a secured method. Do not use email.

SymXchange web services configurations

Enable services for SymXchange Instance Services Configuration:

Service Version
AccountService
  • 2018.01
  • 2020.01
  • EcaaService
  • 2020.01
  • Doesn’t exist for 2018.01
  • EpisysInformationService
  • 2018.01
  • 2020.01
  • FileManagementService
  • 2018.01
  • 2020.01
  • FindByService
  • 2018.01
  • 2020.01
  • PowerOnService
  • 2018.01
  • 2020.01
  • TransactionsService
  • 2018.01
  • 2020.01

  • SymXchange Instance Device Mapping Configuration
    Device Type BANNO
    Device Number 20 + CU 3-digit #
    Client Number Use first available for Instance, usually 0

    SymXchange Instance Web Server Configuration
    HTTP(s) Port Number Any available
    Protocol+++ https
    Key Configuration Name+++ Select from dropdown
    Key Alias+++ Select from dropdown
    Add White List IPv4 Addresses
  • 10.90.72.0-255
  • 10.90.86.0-255
  • 10.90.100.0-255
  • +++ Requires Certificate Configuration to be completed first in order to make selection.


    SymXchange Instance Details Configuration
    Number of SymXchange Web Service Posters 15

    SymXchange Parameters

    SymXchange Client Parameters

    The following SymXchange Client Parameters are a small list of parameters that should be set, however, it is the CU’s responsibility to ensure remaining SymXchange parameters are reviewed to confirm that they’re set up according to their policies:

    Parameter Name Setting
    Client System User Number _Set accordingly_
    Client System Name SymXchange – Banno
    Report Title SymXchange – Banno
    Administrative Password CU Preference
    Use HB Password? Yes
    Allow PIN FM? Yes
    Credit Card Masking Method 1
    Transaction Source Code _Set accordingly_
    Inv Attempts Before Frozen 20
    FM in Posting Journal Yes
    Review ALL Past Due Days Parameters _Set accordingly_
    Review ALL GL Parameters _Set accordingly_
    Services for Transfer In, Out, Withdrawal and Deposit _Set accordingly_
    Maximum Response Fields 10,000
    Maximum Specfile Lines 10,000
    Maximum All Field Count 10,000
    ODT/ODP settings _Set accordingly_

    Service operations

    Enable the specified credential(s) for the SymXchange per Operation Credentials Parameters for each method(s):

    Service Record Operation Credential(s)
    Account Account getAccount Home Banking, Admin Password
    Account Account getAccountSelectFieldsFilterChildren Home Banking, Admin Password
    Account Account updateAccountByID Home Banking, Admin Password
    Account Card searchCardSelectFields Home Banking, Admin Password
    Account Card updateCardByID Home Banking, Admin Password
    Account EFT createEft Home Banking, Admin Password
    Account EFT deleteEft Home Banking, Admin Password
    Account EFT getEftListSelectFields Home Banking, Admin Password
    Account EFT getEftSelectFields Home Banking, Admin Password
    Account EFT updateEftByID Home Banking, Admin Password
    Account Loan getLoan Home Banking, Admin Password
    Account Loan getLoanListSelectFields Home Banking, Admin Password
    Account Loan getLoanSelectFieldsFilterChildren Home Banking, Admin Password
    Account Loan updateLoanByID Home Banking, Admin Password
    Account LoanTransaction getLoanTransactionPagedListSelectFields Home Banking, Admin Password
    Account LoanTransfer createLoanTransfer Home Banking, Admin Password
    Account LoanTransfer deleteLoanTransfer Home Banking, Admin Password
    Account LoanTransfer getLoanTransferListSelectFields Home Banking, Admin Password
    Account LoanTransfer getLoanTransferSelectFields Home Banking, Admin Password
    Account LoanTransfer updateLoanTransferByID Home Banking, Admin Password
    Account Name getNameListSelectFields Home Banking, Admin Password
    Account Name searchNameSelectFields Home Banking, Admin Password
    Account Name updateNameByID Home Banking, Admin Password
    Account Preference createPreference Home Banking, Admin Password
    Account Preference searchPreferenceSelectFields Home Banking, Admin Password
    Account Preference updatePreferenceByID Home Banking, Admin Password
    Account Share getShare Home Banking, Admin Password
    Account Share getShareListSelectFields Home Banking, Admin Password
    Account Share getShareSelectFieldsFilterChildren Home Banking, Admin Password
    Account Share updateShareByID Home Banking, Admin Password
    Account ShareHold createShareHold Home Banking, Admin Password
    Account ShareTransaction getShareTransactionPagedListSelectFields Home Banking, Admin Password
    Account ShareTransaction searchShareTransactionPagedSelectFields Home Banking, Admin Password
    Account ShareTransaction searchShareTransactionSelectFields Home Banking, Admin Password
    Account ShareTransfer createShareTransfer Home Banking, Admin Password
    Account ShareTransfer deleteShareTransfer Home Banking, Admin Password
    Account ShareTransfer getShareTransferListSelectFields Home Banking, Admin Password
    Account ShareTransfer getShareTransferSelectFields Home Banking, Admin Password
    Account ShareTransfer updateShareTransferByID Home Banking, Admin Password
    Account Tracking searchTrackingSelectFields Home Banking, Admin Password
    EpisysInformation getGeneralEpisysInformation Admin Password
    FileManagement downloadDataFile Admin Password
    FileManagement uploadDataFile Admin Password
    FindBy findByHomeUser Admin Password
    PowerOn executePowerOn Home Banking, Admin Password
    Transactions transfer Home Banking, Admin Password
    Transactions withdrawFee Home Banking, Admin Password

    PowerOns and Letterfiles

    All available Banno feature PowerOn® specfiles and letterfiles can be provided by a SymXchange Analyst. Specfiles must be uploaded to the SYM, installed for demand use, and entered in the SymXchange Common Parameters for the SymXchange Instance using the Individual Specfile Load Method.

    Required

    The following PowerOn® specfiles are required for standard Banno features:

    • BANNO.ALERT.TRANSACTIONS.V1
    • BANNO.ALERT.TRANSFILE.V1
    • BANNO.DATABASE.CHECK.V1.POW
    • BANNO.NT.ENROLLMENT.V2 (only required for NetTeller clients)
    • BANNO.PENDINGTRANS.IQ.V3.POW
    • SYMX.GETMISCPARAMS.BANNO
    • SYMX.TRANSFERLIST.BANNO.V5
    • BANNO.TRANSFERLIST.V6.POW

    Optional

    The following PowerOn® specfiles and letterfiles are for specific optional features that are not part of standard Banno services and will require the credit union to open a support case with Banno to assist with additional configurations.

    PowerOn LetterFile
    BANNO.CDRENEW.V1.POW BANNO.CDRENEW.V1.CFG
    BANNO.CHANGE.ADDR.V1.POW BANNO.CHANGE.ADDR.V1.CFG
    BANNO.LOANPAYMENT.SKIP.V1.POW BANNO.LOANPAYMENT.SKIP.CFG
    BANNO.LOAN.PAYOFF.V1.POW BANNO.LOAN.PAYOFF.V1.CFG
    BANNO.ODTOPTIN.V1.POW BANNO.ODTOPTIN.V1.CFG
    BANNO.NEWSUBCREATE.V1.CONFIG
    BANNO.NEWSUBCREATE.V1.POW
    BANNO.CHECK.WITHDRAW.V1.POW BANNO.CHECK.WITHDRAW.V1.CFG