Springboard environment setup and deployment

Environment setup

So, who can benefit from reading this documentation? There's something here for all of your Springboard project team members:

1. Create a new organization with the following details.
• Name: Client Name
• Client code: SPB-US
• Description:





2. Expose Work Space and Work Spaces space to the new organization.

   

3. Create Trash Can Delivery channel and set as default delivery channel. For any form that doesn’t have a delivery process will have a trash can delivery.

   

4. Update CSP headers.

   

5. Create reference data for each purchased line of business: Lending, Retail DAO, or SMB DAO. The screenshots below show how to do this for Retail DAO.

   For Retail DAO reference data:

   • US-Retail-ProductRepository
   • Usdao_EmailRepository

   For SMB DAO reference data:

   • US-SMB-DAO-ProductRepository
   • US-SMB-Owners-ProductRepository
   • us-smb-dao_EmailRepository
   • us-smb-owners_EmailRepository

   For Lending reference data:

   • US-Retail-Lending-ProductResposity
   • Uslending_EmailRepository
   • STATE_CODE
   • VEHICLE_TYPE
   1. ‘US-Retail-DAO-ProductRepository' reference data – will be default product xml. Create Lending and SMB DAO if needed.

      

      

   2. Create usdao_EmailRepository reference data. Create Lending and SMB DAO if needed.

      

      

6. Create the following groups:
   • Fraud Review
   • Manual Review
   • Onboarding Error

   

   

   

   

7. Update “Work Space” space archive
8. Update “Work Spaces” space archive

   

   

   

9. Update config project to clean up all credentials to remove Temenos credentials.
10. Update org property of retail project for config service name.
11. Download Mitek and Plaid from Journey Exchange.

    Log into Journey Exchange, select the Client name when prompted.

    1. Search for Mitek and install it.

       

    2. Search for Plaid and install it.

       

    3. Back in Journey Manager, you should see Mitek and Plaid listed under Services.

       

    4. Update Plaid environment name.

       

    5. Update Plaid Client Name

       

12. Upload Service Connection archive.

    

13. Configure the Mitek connection details.

    

    Repeat the same process for Plaid.
14. Configure credentials for "Prove Service Connection" under Service Connections.

Deploy Springboard

1. Ask the Cloud team to run the pipeline to deploy Springboard.
2. Provide the Cloud team with the client IP and URL to Payroc to be whitelisted.
3. Manually deploy the Brand Builder app (not currently part of Springboard, so manual deployment is required).
   1. Update brand builder org properties.

      

4. Update Springboard Brand Data (current bug raised with Journey product team)

   

5. Confirm application packages
6. Verify Brand Builder
7. Verify each form
8. Verify Workspaces
   1. Add users
   2. Assign groups to Workspaces users