Configurations in Spotlight

Configurations in the Spotlight app can be broadly categorized into System Configurations and Business Configurations.

Business Configurations

As an administrator, you can define business configurations. These configurations reflect in the client app at run-time during the Onboarding process. You can modify the values in the Spotlight, and then refresh the Onboarding application to see the changes.

Under this section in the Spotlight app, you can configure and manage the Eligibility Criteria of the Onboarding app to perform the following:

  • Add new criteria to add eligibility criteria.
  • View the list of criteria already created.
  • Edit, delete, or deactivate/activate eligibility criteria.

System Configurations

The system configurations enable you to configure various fields in the Onboarding app. These configurations can be made by altering values of various keys associated with their respective fields.

In the Spotlight app, there are several keys defined by default for various fields of the Infinity Onboarding app. However, you can also create new key to configure other fields of your choice. For more information about creating a new key, refer create a new key.

Configurations using Default Keys

Following is the list of the possible configurations and the associated keys and values. You can change the default values to configure the client app. The value set for each key in the Spotlight app reflects in the client app. In case, the client app fails to retrieve details from Spotlight, the default values are displayed.

  • Configure Country code
    Key Value
    COUNTRY_CODE United States (Your_value)

    The default value for this key is United States. If you do not want to see any value in the field by default, set the value to NO_DEFAULT_VALUE. When the value is set to NO_DEFAULT_VALUE, the Country field is not pre-filled with the default value (United States) when the Address and Identification details page appears.

    You can modify it to any of the following values:

    Closedsee values
    • India
    • Sri Lanka
    • United Kingdom
    • United Arab Emirates
    • United States of America
    • Singapore
    • Indonesia
    • Italy
    • Iran
    • Iraq
    • Ireland
    • Germany
    • France
    • Spain
    • Netherlands
    • Greece
    • Portugal
    • Malta
    • Poland
    • Sweden
    • Austria
    • Finland
    • Croatia
    • Belgium
    • Cyprus
    • Denmark
    • Romania
    • Hungary
    • Switzerland
    • NO_DEFAULT_VALUE
  • Enable/disable Google Maps suggestion
    Key Value
    GOOGLE_MAPS ON/OFF (Your_value)

    The default value for this key is ON. If you do not want to see address suggestions, you can set the value to OFF.

  • Configure Identity section
    Key Value
    IDENTITY_TYPE GENERIC/USA (Your_value)
    If the value is set to GENERIC, you can upload Driver License, State ID, and VISA as a proof of your identity. If the value is set to USA, you can upload Driver License and passport.

    The default value for this key is USA.
  • Configure Date Format
    Key Value
    DATE_FORMAT MM/DD/YYYY or DD/MM/YYYY (Your_value)
    The default value for this key is MM/DD/YYYY.
  • Idle timeout Configuration
    Key Value
    IDLE_TIMEOUT 5 (Your_value)
    The default value for this key is 5 minutes. You will be logged out of the Onboarding app if you are inactive on the app for 5 minutes continuously.
  • Configure Home Address Sequence
    Key Value
    HOME_ADDRESS_SEQUENCE GENERIC/USA (Your_value)
    If you set the value to GENERIC, the sequence of the Home Address will be: Country, State, City, Zip Code. If you set the value to USA, the sequence of the Home Address will be: City, State, Zip Code.

    The default value for this key is GENERIC.
  • Configuration of Home Address
    Key Value
    HOME_ADDRESS SHOW/HIDE (Your_value)
    The default value for this key is SHOW and the country field is displayed in the Onboarding app.
  • Configure Eligibility criteria
    Key Value
    IS_CREDIT_UNION TRUE/FALSE (Your_value)
    If you set the value to true, the Eligibility Criteria section appears in the Onboarding app. If you set the value to false, the Eligibility Criteria will be hidden.

    The default value for this key is TRUE.
  • Configure Save challenge question for new user in Resume flow
    Key Value
    CHALLENGE_QUESTION DateOfBirth
    The default value of this key is DateOfBirth. You can change the value to FirstName, LastName, Email, or PhoneNumber.

    To change the Challenge question, you must make additional configurations in Journey Manager and Fabric. For detailed information about this configuration, click here.
  • Configure Currency Format
    Key Value
    CURRENCY_FORMAT_THOUSANDS .(period) / ,(comma) (Your_value)
    The default value for this key is comma.
    KeyValue
    CURRENCY_FORMAT_DECIMALS.(period) / ,(comma) (Your_value)
    The default value for this key is period.
  • Currency Support Configuration
    Key Value
    CURRENCY_CODE US Dollar (Your_value)

    The default value is US Dollar. However, you modify it to any of the following values:

    Closedsee values
    • US Dollar
    • Euro
    • Costa Rican Colon
    • British Pound Sterling
    • Israeli New Sheqel
    • Indian Rupee
    • Japanese Yen
    • South Korean Won
    • Nigerian Naira
    • Philippine Peso
    • Polish Zloty
    • Paraguayan Guarani
    • Thai Baht
    • Ukrainian Hryvnia
    • Vietnamese Dong

    This configuration is supported from 2020.07 version onwards.

  • Configure Currency Localization
    Key Value
    DEFAULT_LOCALE en-US(Your_value)
    The value of the default locale key determines the currency format. By default, the value is set to en-US.
    For example, in case of German currency format, groups of 3 digits are separated by full stop. In case of Swiss currency, groups of 3 digits are separated by apostrophe.
    You can modify it to any of the following values:
    • en-GB: The app displays the currency format of United Kingdom
    • de-DE: The app displays the currency format of Germany
    • en-IN: The app displays the currency format of India
    • en-US: The app displays the currency format of United States
    • fr: The app displays the currency format of France

    This configuration is supported from 2020.07 version onwards.

  • Configure ESIGN Agreement
    Key Value
    ESIGN_AGREEMENT_URL https://apply.usbank.com/api/documents/disclosures/ESIGN_Consent_Agreement_Auth.pdf(Your_value)
    You can modify the value to add the URL for your own PDF file with your e-sign agreement.
  • Configure Product Selection section
    Key Value
    PRODUCT_SELECTION SHOW/HIDE (Your_value)
    By default, the value is set to SHOW and the Product Selection section appears in the Onboarding app.
  • Configure Default Product
    Key Value
    DefaultProduct 
    {
    "id": "SAVINGS.ACCOUNT",
    "name": "Savings Account",
    "currency": "USD"
}

    NOTE: The value can change depending on the product groups available in Marketing Catalogue microservice.

    However, you can change the value to the following to other accounts such as:

    {
    "id": "PREFER.ACCOUNT",
    "name": "Current Account(Preferred)",
    "currency": "USD"
}
  • Default Product Group ID
    Key Value
    DEFAULT_PRODUCT_GROUPID CURRENT.ACCOUNTS, SAVINGS.ACCOUNTS (Your_value)

    The default value for this key is CURRENT.ACCOUNTS, SAVINGS.ACCOUNTS.

    NOTE: The value can change depending on the product groups available in the Marketing Catalogue microservice. Furthermore, you can configure upto 2 product groups, with a minimum of 1 product group.

  • Enable/disable Pre-Fill Details module
    Key Value
    SCAN_UPLOAD_DOC true/false(Your_value)
    The default value for this key is true. This enables you to upload scanned documents. You can modify the value to false if you want to hide the Pre-Fill Details section.
  • Configure Reference Data Objects
    Key Value
    ReferenceDataObjects LegalIdentifierType (Your_value)
    The ReferenceDataObjects key holds the title of the objects whose master data has to be downloaded. The default value for this key is LegalIdentifierType. The LegalIdentifiertype comprises of Passport, Driver License, ID State, Foreign Government ID, and Military ID.

    If the master data for more than one value is required, you can add the value by adding a comma. Apart from the legalIdentifierType, you can add country and countrysubdivision.
  • Configure OTP Resend Limitation
    Key Value
    OTP_ResendLimit 5 (Your_value)
    By default, the number of times you can click Resend is limited to 5.
  • Configure OTP Module
    Key Value
    OTPModulePresent true/false (Your_value)
    The default value for this key is true and the OTP verification section appears in the Onboarding app.
  • Configure OFAC Content
    Key Value
    OFAC To help the government fight the funding of terrorism and money laundering activites, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account. In the same instances, we may use outside sources to confirm the information provided by you. The information you provide is protected by our privacy policy and Federal Law. What this means for you: by clicking continue, you authorize us to collect your name, address, date of birth, ID and other information that will allow us to identify you. (Your_value)
    The OFAC value is the content displayed in the app under Important information for procedures for opening a new account. section at the bottom of the Personal Information section. Based on the requirement, you can modify the value of the OFAC key.
  • Data Validation Configuration
    Key Value
    DATA_VALIDATION_NUO 
    {
    "PersonalInfo": {
        "FirstName": "FIRSTNAME",
        "LastName": "LASTNAME",
        "Age": "MINOR_AGE",
        "Email": "EMAIL",
        "MobileNumber": "MOBILE_NUMBER"
    },
    "IdentityInfo": {
        "IdNum": "ID_ALPHANUMERIC",
        "IssuedCountry": "NAME",
        "IssuedState": "NAME"
    },
    "AddressInfo": {
        "Country": "NAME",
        "State": "NAME",
        "Zipcode": "ZIPCODE"
    }
},
    Each field in the Personal Information section, Identity Section, and Address Info section are associated with certain rules to validate the data that you enter in the app. You can choose to configure and remove any of the fields such as the FirstName to remove the validation for the selected field.
    For more information on the concept of data validation by using business rules, commonly used rule sets, and custom rules, refer to Data Validation.
  • Configure Default Funding Amount
    Key Value
    FUNDING_AMOUNT 5 (Your_Funding_Amount)
    The default value for this key is 5 dollars.
  • Payment methods configuration
    Key Value
    PAYMENT_METHOD {"Existent": ["INTER","INTRA","MANUAL"],"Prospect":["INTER","MANUAL"]}(Your_value)
    The default value for this key is "Existent": ["INTER","INTRA","MANUAL"]. In this case, the app displays all the three methods in the Payment Type screen. Otherwise, if the value is set to "Prospect":["INTER","MANUAL"], the app displays only two payment methods. The INTRA payment method is not displayed because a prospect does not have an internal account to perform an Intra-bank tranfer. For more information on the Payment methods, refer to Funding.
    This configuration is supported from the 2020.07 version onwards.
  • Plaid link
    Key Value
    PLAID_ID https://cdn.plaid.com/link/v2/stable/link-initialize.js
    The value of this key is the third party integration link. Currently, this value cannot be modified.
  • Enable/Disable Funding Module
    Key Value
    FUNDING_MODULE ON/OFF (Your_value)
    The default value for this key is ON. If you do not want to see the Funding module in the app, you can set the value to OFF. This configuration is supported from the 2020.07 version onwards.

Create a New Key

Apart from the existing keys, you can also create a new key to configure a field or a section of the client app.

The process of creating a new key includes running a script in the database and making some changes in your Visualizer project.

Database Changes

To make the required changes in the database, follow these steps:

  1. Open the required database.
  2. Generate a script with the following format in your database.
    INSERT INTO dbxdb.configurations (configuration_id, bundle_id, config_type, config_key, description, config_value, target, isPreLoginConfiguration)

    With values, the script must look like this:

    INSERT INTO dbxdb.configurations ('NUO_CONFIG_BUNDLE','NUO_CONFIG_BUNDLE','PREFERENCE','YOUR_KEY','YOUR_DESCRIPTION', 'YOUR_VALUE','CLIENT/SERVER','1');
  3. Run the script. After running the script, open the Spotlight app.
    Navigate to Configuration > System Configuration > APP ID: NUO. You will see the newly created key.

NOTE: Using the isPreLoginConfiguration boolean flag, you can determine if a configuration can be accessed prior to the login.

You have successfully added a new key to the System Configurations in the Spotlight app.

Visualizer Changes

After adding the key to the Spotlight app, you must ensure that the client app retrieves the values of these keys from Spotlight successfully. To do so, follow these steps:

  1. In Visualizer, open your Infinity Onboarding project.
  2. From the Project Explorer, navigate to Reference Architecture Extensions > ConfigurationManager > BusinessControllers > BusinessController.
  3. Write the following code.
    this.systemConfiguration = { "YOUR_KEY" : "YOUR_VALUE" };
  4. From the Project Explorer, navigate to Controllers and then to the required form Controller.
  5. Write the following code.
    var configManager = applicationManager.getConfigurationManager().getSystemConfig("Your key")

The value of the new key that you created now reflects in the client app. In case the client app fails to retrieve the details set in the Spotlight app, it displays the default value defined in the System Configurations.


Bookmark Name Actions
BACK

In this topic

Feedback
x

Are you sure you want to log-off?