[Playbook] Integrating Banking Systems with FASTdocs like Core and Digital Banking Solutions
Here’s the situation: FASTdocs has become your financial institution’s central hub for internal and account holder documentation. However, your institution still relies on a variety of other systems, ranging from digital banking to the core. This playbook article explains how integrating FASTdocs can help simplify document management and increase access to information.
Play #1: Programmatically Ingesting Documents from Other Systems
Growing your loan portfolio and account holder database results in more paperwork that must be captured, indexed, and properly retained. FASTdocs offers two convenient solutions to pull in documentation from source systems.
File Import Studio is an innovative feature that streamlines the importing and indexing of electronic records. With File Import Studio, documents are added to FASTdocs within moments of becoming available in the source system. File Import Studio utilizes details from the document name or a separate indexing file to complete the indexing process. Expedited indexing enables users from across the institution to enjoy faster access to information.
APIs (application programming interfaces) make it possible to connect multiple software applications together. Some vendors provide APIs for their systems, which can be used to get information into FASTdocs. In addition, Alogent offers its own API for FASTdocs—opening the door to advanced capabilities. For example, a bank or credit union might leverage Alogent’s API to enable document uploading from its teller or lending platform.
Download Alogent’s industry paper for a closer look at the FASTdocs API and File Import Studio.
Play #2: Expanding Access through Self-Service
Logging into the FASTdocs user interface is an easy way to access information, but interfaces represent an opportunity to further expand stakeholder access. Here are a couple examples.
Digital Banking Integration: Digital banking providers can integrate to FASTdocs via single sign-on (SSO) or Alogent’s external API, which offers enhanced customization capabilities. In either case, integrating FASTdocs with a digital banking platform can unlock a two-way information exchange between account holders and authorized employees.
Core Access: Your front-line staff might already use the “app launch” feature to jump from the core to a corresponding record in FASTdocs. For a more seamless experience, financial institutions can leverage the FASTdocs API and present relevant documents directly from the core screen. That means fewer steps and, ultimately, faster service.
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