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Springboard

Tasks for Springboard clients

   SpringboardThis topic is related to Springboard.  |    Form Builder  |    Retail DAO 4.0This feature was updated in Retail DAO 4.0.      SMB DAO 1.4This feature was updated in SMB DAO 1.4.

Overview

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

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

Recommended reading

We recommend reviewing the following documents in the order specified below. You can request these documents from your Springboard implementation team.

Project roles and working agreements

This document assists in determining the best contact for specific topics and issues as 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

The specification documents provide details about the configuration and customization of visual elements, content and application options. They’re also used to capture your specific requirements for each of these elements and ensure clarity before implementation.

Product Specification
Various aspects of the product configuration such as product types, product selector, common disclosures, card examples, and product details.
Customization Specification
Customize the content appearing on each product form.
Visual Specification
Visual aspects applied to forms and emails, such as brand details and styling, fonts, footers, and icons.
Email Specification
Email-related configurations; primarily, the subject and message for each email notification.
URL Specification
  • Option 1: We will provision the environment using a standard convention (such as https://yourbank.avoka-transact.com/). You may optionally host a reverse proxy to redirect to this URL. When choosing this option, your organization is responsible for the reverse proxy hosting and configuration. Typical URLs look like the following example: Workspaces_URL_example
  • Option 2: Provide certificates for a custom domain. In this case, we configure the certificates on the hosted AWS instance. Your organization is responsible for configuring appropriate DNS to support traffic direction to AWS hosted servers.
SFTP Delivery Specification

Temenos will deliver a package in zip file format to an SFTP server nominated by the client. This endpoint must be accessible from the Springboard production and staging environments.

The Springboard solution allows you to configure the path in which the zip file will reside. The content of the zip file is pre-defined and includes the following artefacts:

  • a PDF receipt for the main application form
  • all attachments which are added to the application process
  • all emails which were communicated to the customer, provided as HTML files
  • the XML representation of the data entered by the user, or used by the application form and persisted