1. Joining Resources: Installing API in Connections
Presented by:
FIS/Connections Team
Farhan Jadavji, Information Coordinator The Coca-Cola Company Family Federal Credit Union

2. Basics

3. Did you know you use API every day?

4. WHAT IS API?
An application programming interface (API) is an interface implemented by a web application to enable interaction with other software or website.
CNN
Weather
Bug
API

5. What does this mean?
You can “interface” information into your core system to streamline actions. So, you can “view” limited Connections information on your core system and/or access Connections from your core system.
Examples:
Displaying the top 3 products a household is most likely to purchase next.
Profitability Value (if applicable)
List of services in a household
List of accounts in a household
Recently added prospect detail
Access to recommend/referral products without logging into Connections (Single Sign On)

6. Single Sign-on 7

7. Single Sign-on into Connections from Core

8. API in Action (BancPac)

9. API-Do we have what it takes?
Identify a need to join information together.
Single sign-on for frontline.
Populate prospect information from another software source.
A person with IT experience/knowledge & time.
FIS provides documentation.
FIS can assist with custom programming, as needed.
A plan with a timeframe.
Allow for 1-3 months for install/set-up.

10. API in Action: Coca Cola Family Credit Union11

11. Case Study: Coca Cola Company Family Federal Credit Union
Initial reason API was set-up.
Time devoted to install and maintain.
Cost.
How the interface works internally with Connections.
Reports
Prospect Tracking
Monitoring Employee Performance

12. Previous Application Interface Setup
Online Member Applications
core
data
processor
real-time loan application data updates
daily batch transfer
daily batch transfer
real-time push
Loan Origination Application
CONNECTIONS
manual prospect creation
Walk through previous interface setup explaining the applications and how they used to connect to each other
used to track loan status and notes
create loan applications
run reports
update member data
track loan applications 13

13. 1 2 Constant updates Loan Origination Application
Create and update loan applications in
Loan Origination Application
Loan Origination Application
manual prospect creation
What is manual prospect creation? Why did we need to enter in the information? Show/explain how much information we had to enter and duplicate data entry efforts. Tracking/measurements needed, send automatic marketing letters, etc. 2
Search for member, renter and update information into CONNECTIONS
Constant updates
OUTCOME STATUS 14

14. Previous Application Interface Setup
Challenges:
Only credit union associates with access to loan origination application could view real-time application status and convey information to members
Loan origination application reports are not customizable, not easy to view, and no scheduled reporting available
Duplication of data entry (lag time, costly, inefficient, etc.)
Contact center did not have access to loan application data
No records of comments/notes on loan application for member stored in CONNECTIONS
Challenges faced by manual prospect creation without the magic of API. Staff operated in silos which was clearly visible to our members when they called, especially since only few staff members could provide up-to-date information on loan application status, etc. Communication was key and large gaps were created between staff. 15

15. Current Application Interface Setup
API/web service
Loan Origination Application
automatic prospect creation and updates
CONNECTIONS 1 2
Create and update loan applications in
Loan Origination Application
Search for member, renter and update information into CONNECTIONS
With API, what information can be pushed based on updates from the application to CONNECTIONS and how it’s viewed in the history for staff to see. Specific custom events can be created to properly manage and track history – we kept it simple and used “la_note” to signify this event was sent using the API.
Automatically added to the history of the member including notes/comments 16

16. Current Application Interface Setup
New
Application Submitted
In Progress
Application Approved or Denied
Account Opened
Provides staff and members seamless integration of the loan application process. 17

17. Current Application Interface Setup
Benefits
Credit Union associates and contact center reps have access to near real-time information from the loan origination application
Use Relay Report Writer to create custom reports:
Average, Minimum, and maximum loan processing times
View number of loan applications in progress
View loan applications that are past processing time thresholds set by the organization
Measure employee performance (surveys sent to members to rate loan officer)
Data entered into single application, no repeat entries, increased productivity, more efficient
All useful data stored permanently in CONNECTIONS:
data is not purged
useful for historical analysis
discover communication and process gaps
improve processes to create a seamless and friendlier member experience

18. In Progress/Future Application Interface Setup
Online Member Applications
core
data
processor
daily batch transfer
real-time push
CC Ticket Sys
daily batch transfer
daily batch transfer
real-time loan application data updates
API/web service
real-time push
Explain the Contact Center (CC) ticketing system we’re transitioning into and how it will work: tickets created in third-party application that creates prospects in CONNECTIONS and updates ticket status automatically. Tracking and measuring call center volume, specific issues members constantly face, help us analyze what issues members face the most/least, what can we do to improve and create more streamlined and efficient processes and services. Also in the future creating an online dashboard with reporting tools to help managers and staff using a third-party control to use with our internal web application.
CONNECTIONS
automatic prospect creation & updates
Loan Origination Application
API/web service
Online Dashboard
API or ADOdb connection 19

19. Q&A- Submit via Chat Box20