Retail DAO Client Task List

   SpringboardThis topic is related to Springboard. |   Form Builder |  Retail DAO 4.0 This feature was updated in Retail DAO 4.0.

Overview

This topic provides guidance to clients implementing an Temenos Springboard Solution for US Deposit Account Opening. It details a comprehensive check-list of items and tasks, along with when each of them is required. It is particularly relevant for Project Managers and Technical Architects.

Each task and item is documented in detail to provide context, descriptions, help and acceptance criteria. If you have any questions or need any assistance, please reach out to your Implementation Manager.

Recommended reading

We recommend reviewing the documents in the priority order specified below. Request these documents from your Implementation team.

Project Roles and Working Agreements - This document assists in determining the best contact for specific topics and issues when/if they arise throughout the project. It also provides a set of mutually accepted working agreements, which help set expectations with respect to project activities and establish a productive working arrangement.

Specification Documents - These documents, such as the Visual, URL, Email Notification and Customization documents, provide details about which visual elements, content and application options can be configured or customized. Additionally, they’re used to capture your specific requirements for each of these elements and ensure clarity before implementation.

• Product Specification
• Customization Specification
• Visual Specification
• Email Specification
• URL Specification
  1. Option 1 - We will provision the environment using a standard convention (e.g. https://yourbank.avoka-transact.com/), you may optionally host a reverse proxy to redirect to this URL. When choosing option one, your organization would be fully responsible for the reverse proxy hosting and configuration. Typical URLs look like the following example: Workspaces_URL_example
  2. Option 2 - Provide certificates for a custom domain. In this case, we configure the certificates on the hosted AWS instance. Your organization would be responsible for configuring appropriate DNS to support traffic direction to AWS hosted servers.

• SFTP Delivery Specification - Temenos will deliver a zip package to an SFTP server as defined by the customer, this endpoint must be accessible from the Springboard production and staging environments.

The Springboard solution will allow your solution to configure the path in which the Zip file will reside. The zip package itself, is pre-defined and will include the following artefacts:

• PDF Receipt for the main application form.
• All attachments which are added to the application process.
• All Emails which were communicated to the customer will be provided as HTML files.
• The XML representation of the data entered by the user or used by the application form and persisted.

Next, learn about Springboard Default Configuration of the Job Controller.