Jack Henry jXchange Spoke

  • Release version: Yokohama
  • Updated January 30, 2025
  • 3 minutes to read
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    Summary of Jack Henry jXchange Spoke

    The Jack Henry jXchange Spoke enables integration between your ServiceNow instance and your Jack Henry jXchange account, allowing access to customer and account information directly within ServiceNow. This integration supports automation of financial data retrieval and updates, enhancing financial services operations.

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    Note that starting with the Utah release, the application name changed to Financial Services Operations Integration with Jack Henry jXchange.

    Subscription and Installation Requirements

    This spoke requires a subscription; contact your ServiceNow account manager for details. The current spoke version is 2.0.1. To install and use the spoke, ensure you have the following Jack Henry jXchange account details:

    • Username and password
    • Valid Consumer Name and Product
    • Institute Routing ID and Environment
    • SOAP Connection URL

    Additionally, the following ServiceNow plugins must be installed as dependencies:

    • IntegrationHub Runtime
    • Complex Object
    • Integration Hub SOAP Action Step
    • Integration Hub Data Stream Action Template
    • Flow Designer Dynamic Outputs

    Some plugins may require separate licenses if used beyond this spoke’s context.

    Functional Components

    Flows and Subflows

    The spoke includes sample flows to automate tasks such as retrieving the latest transaction updates and customer information. These flows can be customized by copying them into a new application scope. A key subflow provided is the "Look up Transactions Updates" subflow for retrieving transaction updates.

    Actions

    The spoke provides several actions categorized into Customer Information Management and Financial Account Information Management, enabling automation of tasks such as:

    • Looking up customer information by ID or stream
    • Retrieving financial account details and transactions
    • Updating deposit balances for financial accounts

    Modules

    Upon installation, the spoke adds the Financial Services Operations application with these modules:

    • Customers: Retrieves customer data from Jack Henry jXchange; triggers data retrieval when navigating to JHA > Remote Tables > Customers.
    • Accounts: Retrieves account data; triggers data retrieval when navigating to JHA > Remote Tables > Accounts.

    Connection and Credential Management

    The integration uses aliases to handle connection and credential information efficiently. This approach simplifies managing multiple environments by avoiding the need to reconfigure credentials or connections in each action if details change.

    For setup guidance, refer to the spoke setup documentation to configure connections, credentials, and aliases properly.

    Integrate ServiceNow instance with your Jack Henry jXchange account to access customer and account information.

    Important:
    Starting with the Utah release, the Financial Services Operations Integration with Jack Henry Associates (JHA) jXchange application has been renamed to Financial Services Operations Integration with Jack Henry jXchange.

    Request apps on Store

    Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.

    Subscription information

    This spoke requires a subscription. Contact your ServiceNow account manager or sales representative for subscription details. For more information, see Legal schedules - IntegrationHub overview

    Spoke version

    The current version of the Jack Henry Associates jXchange spoke is v2.0.1.

    Spoke requirements

    Ensure that you contact Jack Henry jXchange admin and have these details ready:
    • Username of your Jack Henry jXchange account.
    • Password of your Jack Henry jXchange account.
    • Valid Consumer Name.
    • Valid Consumer Product.
    • Institute Routing ID.
    • Institute Environment.
    • SOAP Connection URL.

    Spoke dependencies

    If you’re having trouble installing the app, ensure that these dependent plugins are installed:
    • ServiceNow IntegrationHub Runtime (com.glide.hub.integration.runtime)
    • Complex Object (com.glide.cobject)
    • ServiceNow Integration Hub Action Step - SOAP (com.glide.hub.action_step.soap)
    • ServiceNow Integration Hub Action Template - Data Stream (com.glide.hub.action_type.datastream)
    • ServiceNow Flow Designer - Dynamic Outputs (com.glide.hub.dynamic_outputs)
    Note:
    Some of these plugins are licensable features and require appropriate licenses, if used outside the spoke implementation.

    Spoke flows

    The Jack Henry jXchange spoke provides sample flows to demonstrate automating tasks. To customize a sample flow, copy it to a new application scope. Available sample flows include:

    Flow Description
    Look up Transactions Updates Triggers the Look up Transactions Updates subflow and retrieves the latest transactions updates.
    Sample Get Customers Information flow Retrieves the customer information and logs it.

    Spoke subflows

    The Jack Henry jXchange spoke provides a sample subflow, Look up Transactions Updates subflow to demonstrate retrieving the latest transactions updates. To customize the sample subflow, copy it to a new application scope.

    Spoke actions

    The Jack Henry jXchange spoke provides actions to automate tasks when events occurs in your ServiceNow instance. Available actions include:

    Category Action Description
    Customer Information Management Look up Customer Information by ID Retrieves customer information based on customer identifier.
    Look up Customers Information Stream Retrieves customer information existing on a service provider.
    Financial Account Information Management Look up Financial Account by Account Details Retrieve financial account information of a customer by account details existing on a service provider.
    Look up Financial Accounts Stream Retrieves financial account information of customers existing on a service provider.
    Look up Financial Transactions Stream Retrieves financial account transactions of an account existing on a service provider.
    Update Financial Account Deposit Balance Updates deposit balance of a financial account existing on a service provider.

    Spoke module

    The Jack Henry jXchange spoke adds the Financial Services Operations application to your instance and includes these modules:
    Module Description
    Customers Retrieves and displays the customer data from your Jack Henry jXchange account.

    When a user navigates to, JHA > Remote Tables > Customers, the Look up Customers Information Stream action is triggered and data is retrieved.
    Accounts Retrieves and displays the account data from your Jack Henry jXchange account.

    When a user navigates to, JHA > Remote Tables > Accounts, the Look up Financial Accounts Stream action is triggered and data is retrieved.

    Connection and credential alias requirements

    Integration Hub uses aliases to manage connection and credential information, and OAuth credentials. Using an alias eliminates the need to configure multiple credentials and connection information profiles when using multiple environments. If the connection or credential information changes, you don't need to update any actions that use the connection.

    For information about setting up the spoke, see Set up the Jack Henry jXchange spoke.