Jack Henry jXchange Spoke

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 3 minutes to read
    • Summarize
    Summarized using AI
    This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.

    Summary of Jack Henry jXchange Spoke

    The Jack Henry jXchange Spoke enables integration between your ServiceNow instance and Jack Henry jXchange account, allowing access to customer and account information. This integration is crucial for financial services operations, especially following the renaming of the application in the Utah release.

    Show full answer Show less

    Key Features

    • Integration Hub Subscription: An active subscription is required to utilize the spoke.
    • Version: The current version of the spoke is v 2.0.1.
    • Spoke Requirements: Necessary information such as username, password, routing ID, and SOAP Connection URL must be gathered before setup.
    • Dependencies: Ensure required plugins like IntegrationHub Runtime and Flow Designer are installed.
    • Sample Flows and Actions: Provides sample flows for task automation and various actions for managing customer and financial account information.
    • Modules: Includes modules for retrieving customer and account data directly from the Jack Henry jXchange account interface.
    • Connection Management: Utilizes aliases for efficient management of connection and credential information across multiple environments.

    Key Outcomes

    By integrating with the Jack Henry jXchange Spoke, ServiceNow customers can automate and streamline processes related to customer and financial account management. This integration simplifies data retrieval and enhances operational efficiency in financial services management.

    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.

    Integration Hub subscription

    This spoke requires an Integration Hub subscription. For more information, see Legal schedules - IntegrationHub overview.

    Spoke version

    The current version of the Jack Henry Associates jXchange spoke is v 2.0.1.

    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.