Services Overview

   Journey Manager (JM) The transaction engine for the platform. |   System Manager / DevOps |   23.10This feature was updated in 23.10

Journey Manager comes with services that are software modules configured to perform specific business-related functionality, usually by executing GroovyGroovy is a powerful scripting language which runs on the Java Virtual Machine. Across theTemenos Journey Manager platform, Groovy is used to create services in Manager. These services are primarily used to create plug-in style systems that interact with Manager. scripts. Services are often used to call external systems and services hosted on premise or on cloud. Manager supports the AmazonAmazon Web Services (AWS) is a comprehensive, evolving cloud computing platform provided by Amazon. It provides a mix of infrastructure as a service (IaaS), platform as a service (PaaS) and packaged software as a service (SaaS) offerings. or AzureMicrosoft Azure is a cloud computing service created by Microsoft for building, testing, deploying, and managing applications and services through Microsoft-managed data centers. clouds.

A customer onboarding journey may use the following Manager's services:

• Data prefill for existing customers or using photo ID
• Address look-up and validation
• Identity verification, KYCKnow your customer (KYC) requires that banks have a reasonable belief that they know the true identity of customers and establish reasonable and practical risk-based procedures for verifying the identity of each customer. The procedures must include account opening procedures that specify the identifying info that will be obtained from each customer, such as name, date of birth, address, ID number (e.g. SSN)., OFACOffice of Foreign Asset Control (OFAC) enforces economic and trade sanctions. Banks must perform an OFAC screen on customers opening an account.
• Deposit and credit decision-making
• Save and resume
• Follow-up leads
• eSign documents
• Channel cross-over
• Core system integration
• Cross-sell next product

A typical customer acquisition application, which uses Manager's services, is shown below:

Manager defines service categories to distinguish between services. Manager can have hundreds of services plus several versions of each service, so it's important to group services correctly.

A service category can be one of the following:

• Core Global Services (Core) - Generic Manager services that are part of the installation
• Form Services - Usually customer specific GroovyGroovy is a powerful scripting language which runs on the Java Virtual Machine. Across theTemenos Journey Manager platform, Groovy is used to create services in Manager. These services are primarily used to create plug-in style systems that interact with Manager. services
• Job Services - Usually customer specific services
• Transact Functions - Customer specific services using Transact Fluent API

Each service has a service type, which defines what functionality it implements, for example, virus scanning. There can be multiple services per every service type. However, only one of them can be set as the default service for each type. You can define your own service types and create corresponding services to implement specific requirements, for example, to notify customers via SMS, using Fluent Groovy API.

Services can be defined for an organization, so they are not visible to other organizations and their forms, as well as on the global level. The global services don't have any organization assigned to them, so they can be used in global forms across multiple organizations. This is especially important for Manager installations in multi-tenanted environments. You can also use global services in standard organization-specific forms

We only allow the following 3 types of Fluent services to be global  |  23.10 This feature was introduced in 23.10:

• Fluent Function
• Delivery Function
• Fluent Job Action

When you create a global Fluent function of the above types, you don't need to select an organization it belongs to - the function resolves it from a submission. This is important to understand to design global functions correctly. Also, you must have a global access to create global services. For more information, see Create a Service, Create a Transact Function and Create a Job Service.

Some services must be strictly organization-specific, for example, the Submission Data Storage service, so there is absolutely no chance for multiple tenants to write to the same data storage.

For a collaboration job, a delivery channel belonging to an organization is used.

Services can have various parameters, which you can customize to control their run-time behavior.

Some services require a service connection, such as the AWS SQS service connection, to communicate with external systems and services.

You can migrate existing services from one environment to another to improve your development process.

As services may be complex in their implementations, it can be difficult and time consuming for you to troubleshoot any errors associated with forms that use these services. Manager provides you with a quick way to access service logging information, using Groovy Service Log, where you can find some key service stats generated during its execution.

Forms use services extensively to process user input and fetch all required data, which is a big part of complex customer onboarding journeys. More often than not, you may want to use Transact functions to call services from Maestro forms.

Manager allows you to configure services that are used by a form. Additionally, you have the option of enabling or disabling Transact Functions when building a TM form version in Maestro editor. However, you must be aware that enabling Transact Functions limits the range of services available to the form, which is illustrated below.

Next, learn how to view all services.