SymXchange Implementation Blueprints for Banno Copy link

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

SYSTEM Web Console Copy link

Certificate Configuration Copy link

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

Export the Public Key from the Banno instance.

Import a Certificate for ECAAS.

• Banno will supply the .p12 certificate needed for the following steps in the For Clients case that we opened where setup was requested.

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 Import.
7. Choose the .p12 certificate to import
8. The Alias must be ecaas_id_provider. ID cannot be changed to the sym number.
9. Enter the password for the certificate(if you forget the password the certificate will not import)
10. Click Import
11. Click the button in the Trust column for the ecaas_id_provider entry.
    • The following message appears: Trust key result: Successfully copied certificate.
12. Navigate back to Key Management Trust Store, you should now see the ecass_id_provider certificate listed.

Import Banno’s Public Certificate into SymXchange and ECAAS.

SymXchange Web Services Configurations Copy link

Enable services for SymXchange Instance Services Configuration:

+++ Requires Certificate Configuration to be completed first in order to make selection.

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

SymXchange Parameters Copy link

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:

Service Operations

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

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.V7.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.

Banno Blueprint Change Log

| Date | Changes | Updated by | | — | — | | 2/18/2026 |

• Updated the ECAAS certiicate section to reflect the new requirement of importing a certificate rather than creating it in Web Console.

• Brian Frost

• 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

• Removed BANNO.DATABASE.CHECK.V1.POW PowerOn

• 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 |

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      Related

      • Symxchange Blueprint - Webapp
      • Symxchange Blueprint - Wires
      • Documentation