Springboard configuration

     SpringboardThis topic is related to Springboard.   |     Form Builder |    23.10This feature was updated in 23.10     Retail DAO 4.1This feature was updated in Retail DAO 4.1.      SMB DAO 1.4This feature was updated in SMB DAO 1.4.      Lending 1.1This feature was updated in Lending 1.1.

Springboard is a highly configurable product. Much of what you need to do to make a Springboard solution meet your needs can be done though configuration of the pre-built components included with a Springboard solution. However, you may have requirements that aren't handle by Springboard out of the box, and in these situations your Springboard solution can be customized to meet your requirements.

For a faster-to-market implementation that's easier to maintain and upgrade, Temenos recommends using a standard Springboard solution rather than a customized solution.

Configuration or customization?

It's important to carefully review the details in your Springboard statement of work (SOW) and supporting product documentation. Springboard projects are extremely proscriptive. Certain changes are permitted, while others are not. These constraints ensure solutions are implemented in a repeatable and cost-effective manner, as well as ensuring ease of support for future updates and maintenance.

We refer to permitted changes, which are included by default in all Springboard SOWs, as configuration. Certain other changes are still permitted but they require additional funding and must be explicitly added to the project scope via additions to the SOW or change requests (CR).

Other changes are unsupported, whether added to scope via a SOW change, CR, or any other means. If any unsupported changes are made, the solution is no longer eligible for upgrades and may not be supported by the Springboard Engineering team.

For these reasons, it is important to carefully consider any application changes, understand whether they're in scope, and assess what impact they might have on the support and maintenance of your Springboard solution.

Note

To determine whether a change is in scope, check your Springboard project documentation or contact your Springboard implementation team. If you have any doubt about whether a change is in scope, assume it isn't in scope until either you find a reference to the change in your project documentation or you receive confirmation from your Springboard implementation team that the change is in scope.

How features are offered

The major features and common requests are summarized below. At a glance, you can determine how each feature is offered: as a standard Springboard feature, via configuration, or via customization. Any customization will add to implementation cost and timeline.

Feature Standard Configuration Customization
Product selector with shopping cart (Retail DAO and Lending only)   check  
Product catalog   check  
Styling, images, logos   check  
Status message content   check  
KYC questions   check  
Credit Union eligibility   check  
Application prefill with Prove check    
Application prefill with Mitek check    
Joint applications (Retail DAO and Lending) check    
Device fraud check check    
IDA/IDV check    
Auto approve new accounts check    
New deposit account funding via EFT check    
New deposit account funding via debit or credit card check    
New deposit account funding via internal transfer (existing customers only) check    
Status emails   check  
Back-office support in Workspaces (except Lending) check    
Save and resume check    
Additional pages     check
Changing order of pages     check
Changing page logic or business rules     check
Alternative vendors for prefill, IDA/IDV, card processing, EFT account verification     check
Altering page content or layout     check

Springboard product limits

A Springboard solution can include several products, defined by the client during project initiation by completing a product specification. This specification is used by the implementation partner when configuring the product catalog. The definition of each product in the product catalog includes the product type, the available options, any funding requirements, and disclosures.

While there is no hard limit to the number of product types or products in a product catalog, consider the following recommendations for the best user experience.

  • Product types: We recommend not exceeding 10 product types, with 3 to 5 product types considered ideal.
  • Products: As you might expect, the number of products is related to the number of product types. We recommend not exceeding 25 products.

Next, learn about Springboard components.