SymXchange Implementation Blueprints

Banno

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.
  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
  16. Remaining fields are not required but can be filled in if desired.
  17. Click Create.
    • The new key alias now appears in the key store.

Export the Public Key from the Banno instance.

  1. Log in 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.

Create a Certificate for ECAAS.

  1. Log in to System Web Console.
  2. Navigate to Key Management > Key Store Configuration.
  3. From the list, click the Banno key configuration created previously.
  4. Click the Key Stores tab.
  5. Click the Open Key Store (folder) icon to the right of the key store.
  6. Click Create Key.
  7. At the Alias prompt, type ecaas_id_provider. The alias must be ecaas_id_provider. ID cannot be changed to the sym number.
  8. At the Days of Validity prompt, type 3650.
  9. At the Key Size prompt, select 2048 bits.
  10. At the Common Name (CN) prompt, type ECAAS.
  11. Leave any remaining fields empty.
  12. Click Create.
  13. Click the button in the Trust column for the ecaas_id_provider entry.
    • The following message appears: Trust key result: Successfully copied certificate.

Import Banno’s Public Certificate into SymXchange and ECAAS.

  1. Log in to System Web Console.
  2. Navigate to Key Management > Key Store Configuration.
  3. From the list, click the Banno key configuration created previously.
  4. Click the Key Stores tab.
  5. Click the Open Trust Store (folder) icon to the right of the key store.
  6. Click Import.
  7. Click Choose, and then navigate to the file containing the Banno-provided certificate.
  8. Click Upload.
    • A dialog box appears with the public key in .pem format.
  9. At the Alias prompt, enter service_banno.
    • The alias must be service_banno.
    • The alias should be all lowercase without spaces.
  10. Click Import.
    • The public certificate now appears as part of the trust store.

SymXchange Web Services Configurations

Enable services for SymXchange Instance Services Configuration:

Service Version
AccountService
  • 2020.01
  • Persistent
  • EcaaService
  • 2020.01
  • Persistent
  • EpisysInformationService
  • 2020.01
  • FileManagementService
  • 2020.01
  • Persistent
  • FindByService
  • 2020.01
  • Persistent
  • InformationService
  • Persistent
  • PowerOnService
  • 2020.01
  • Persistent
  • TransactionsService
  • 2020.01
  • Persistent

  • 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

    +++ If Geezeo is also being installed, the number of posters should be set to 25.

    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 searchCardSelectsearchCardPagedSelectFieldsFields
  • 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 getEftPagedListSelectFields
  • Home Banking
  • Admin Password
  • Account EFT getEftSelectFields
  • Home Banking
  • Admin Password
  • Account EFT updateEftByID
  • Home Banking
  • Admin Password
  • Account ExternalLoanName updateExternalLoanNameByID.
  • Home Banking
  • Admin Password
  • Account ExternalLoanTransfer createExternalLoanTransfer
  • Home Banking
  • Admin Password
  • Account ExternalLoanTransfer getExternalLoanTransferSelectFields
  • Home Banking
  • Admin Password
  • Account ExternalLoanTransfer updateExternalLoanTransferByID
  • Home Banking
  • Admin Password
  • Account ExternalLoanTransfer searchExternalLoanTransferPagedSelectFields
  • Home Banking
  • Admin Password
  • Account Loan getLoan
  • Home Banking
  • Admin Password
  • Account Loan getLoanListSelectFields
  • Home Banking
  • Admin Password
  • Account Loan getLoanPagedListSelectFields
  • Home Banking
  • Admin Password
  • Account Loan getLoanSelectFieldsFilterChildren
  • Home Banking
  • Admin Password
  • Account Loan updateLoanByID
  • Home Banking
  • Admin Password
  • Account LoanName updateLoanNameByID
  • 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 searchLoanTransferPagedSelectFields
  • Home Banking
  • Admin Password
  • Account LoanTransfer updateLoanTransferByID
  • Home Banking
  • Admin Password
  • Account Name getNameListSelectFields
  • Home Banking
  • Admin Password
  • Account Name getNamePagedListSelectFields
  • Home Banking
  • Admin Password
  • Account Name searchNameSelectFields
  • Home Banking
  • Admin Password
  • Account Name searchNamePagedSelectFields
  • 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 searchPreferencePagedSelectFields
  • 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 ShareHold updateShareHoldByID
  • Home Banking
  • Admin Password
  • Account ShareName updateShareNameByID
  • 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
  • Account Tracking searchTrackingPagedSelectFields
  • Home Banking
  • Admin Password
  • EpisysInformation getGeneralEpisysInformation
  • Admin Password
  • FileManagement downloadDataFile
  • Admin Password
  • FileManagement uploadDataFile
  • Admin Password
  • FindBy findByHomeUser
  • Admin Password
  • Information getGeneralInformation
  • Admin Password
  • PowerOn executePowerOn
  • Home Banking
  • Admin Password
  • Transactions deposit
  • Home Banking
  • Admin Password
  • Transactions transfer
  • Home Banking
  • Admin Password
  • Transactions reverseWithdraw
  • Home Banking
  • Admin Password
  • Transactions reverseWithdrawFee
  • Home Banking
  • Admin Password
  • Transactions withdraw
  • 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.NT.ENROLLMENT.V2 (only required for NetTeller clients)
    • BANNO.PENDINGTRANS.IQ.V3.POW
    • SYMX.GETMISCPARAMS.BANNO
    • 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
    GEEZEO  

    Banno Blueprint Change Log

    Date Changes
    1/20/2026
    • Added the following operations for Persistent version support:
      • searchCardPagedSelectFields
      • getEftPagedListSelectFields
      • getLoanPagedListSelectFields
      • searchNamePagedSelectFields
      • searchPreferencePagedSelectFields
      • getShareTransferPagedListSelectFields
      • searchTrackingPagedSelectFields
      • updateShareNameByID
      • updateLoanNameByID
      • updateExternalLoanNameByID
      • getGeneralInformation
    • Added Information service for Persistent version support
    10/03/2025
    • Removed BANNO.DATABASE.CHECK.V1.POW PowerOn
    09/02/2025
    • Added Geezeo-specific changes:
      • Included GEEZEO PowerOn name to optional PowerOn section
      • Added note to increase SymXchange posters to 25 when Geezeo is in use
      • Added getNamePagedListSelectFields
    04/29/2025
    • Added additional operations for Rapid Transfers:
      • withdraw
      • deposit
      • reverseWithdraw
      • reverseWithdrawFee
      • updateShareHoldByID
    10/18/2023
    • Moved BANNO.DATABASE.CHECK.V1.POW PowerOn from Required to Optional
    02/06/2023
    • Added Create a Certificate for ECAAS section for Token Authentication
    03/11/2025
    • Removed 2018.01 services as minimum version requirement is 2020.01
      • Added Persistent versions
      • Added ExternalLoan and ExternalLoanTransfer records for scheduled external loan support
    12/02/2021
    • Added searchLoanTransferPagedSelectFields for Loan Transfer record support

    Jack Henry ISO Wires

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

    SYSTEM Web Console

    Certificate Configuration

    Network traffic between Episys and JH ISO Wires 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 JH ISO Wires 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: JHProxyService_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.
    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: jhproxyservice_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
    16. Remaining fields are not required but can be filled in if desired.
    17. Click Create.
      • The new key alias now appears in the key store.

    Export the Public Key from the JHProxyService Key Configuration

    1. Log in to the System Web Console.
    2. In the System Web Console window, select Key Management from the menu list and click on Key Store Configuration.
      • The Key Store Configuration List pane appears.
    3. In the Configuration Name column, select the key configuration created for JHProxyService.
    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 JH ISO Wires 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.

    Create a Certificate for ECAAS

    1. Log in to System Web Console.
    2. Navigate to Key Management > Key Store Configuration.
    3. From the list, click the JHProxyService key configuration created previously.
    4. Click the Key Stores tab.
    5. Click the Open Key Store (folder) icon to the right of the key store.
    6. Click Create Key.
    7. At the Alias prompt, type ecaas_id_provider. The alias must be ecaas_id_provider. ID cannot be changed to the sym number.
    8. At the Days of Validity prompt, type 3650.
    9. At the Key Size prompt, select 2048 bits.
    10. At the Common Name (CN) prompt, type ECAAS.
    11. Leave any remaining fields empty.
    12. Click Create.
    13. Click the button in the Trust column for the ecaas_id_provider entry.
      • The following message appears: Trust key result: Successfully copied certificate.

    Import Banno’s Public Certificate into Key Store

    1. Log in to System Web Console.
    2. Navigate to Key Management > Key Store Configuration.
    3. From the list, click the JHProxyService key configuration created previously.
    4. Click the Key Stores tab.
    5. Click the Open Trust Store (folder) icon to the right of the key store.
    6. Click Import.
    7. Click Choose, and then navigate to the file containing the Banno-provided certificate.
    8. Click Upload.
      • A dialog box appears with the public key in .pem format.
    9. At the Alias prompt, enter service_banno.
      • The alias must be service_banno.
      • The alias should be all lowercase without spaces.
    10. Click Import.
      • The public certificate now appears as part of the trust store.

    SymXchange Web Services Configurations

    Enable services for SymXchange Instance Services Configuration:

    Service Version
    AccountService
  • 2020.01
  • Persistent
  • EcaaService
  • 2020.01
  • Persistent
  • EpisysInformationService
  • 2020.01
  • FindByService
  • 2020.01
  • Persistent
  • GeneralLedgerService
  • 2020.01
  • Persistent
  • InformationService
  • Persistent
  • TransactionsService
  • 2020.01
  • Persistent

  • SymXchange Instance Device Mapping Configuration  
    Device Type JHWIRESISO
    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 – JHWires ISO
    Report Title SymXchange – JHWires ISO
    Administrative Password CU Preference
    Transaction Source Code Set accordingly
    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 getAccountSelectFields
  • Home Banking
  • Admin Password
  • Account Account getAccountSelectFieldsFilterChildren
  • 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 ShareTransaction searchShareTransactionSelectFields
  • Home Banking
  • Admin Password
  • Account ShareAnalysis searchShareAnalysisPagedSelectFields
  • Home Banking
  • Admin Password
  • Account ShareAnalysis updateShareAnalysisByID
  • Home Banking
  • Admin Password
  • Account ShareHold createShareHold
  • Home Banking
  • Admin Password
  • Account ShareHold updateShareHoldByID
  • Home Banking
  • Admin Password
  • EpisysInformation getGeneralEpisysInformation
  • Admin Password
  • FindBy findByHomeUser
  • Admin Password
  • FindBy findByShortName
  • Admin Password
  • GeneralLedger GlAccount getGlAccountSelectFields
  • Admin Password
  • Information getGeneralInformation
  • Admin Password
  • Transactions Deposit
  • Home Banking
  • Admin Password
  • Transactions GLToGLPost
  • Home Banking
  • Admin Password
  • Transactions withdraw
  • Home Banking
  • Admin Password
  • Transactions withdrawFee
  • Home Banking
  • Admin Password
  • JH ISO Change Log

    Date Changes
    02/11/2025
    • Removed unused services
    01/22/2025
    • Modified services
    • Added GeneralLedger record
    01/15/2025
    • Created

    Related