Jack Henry jXchange Spoke
Summarize
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 data directly within ServiceNow. This integration supports automating financial services operations by leveraging data from Jack Henry jXchange.
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Note that from the Utah release onward, the application has been renamed to Financial Services Operations Integration with Jack Henry jXchange.
This spoke requires an Integration Hub subscription and depends on several ServiceNow plugins for full functionality.
Key Features
- Integration Requirements: You must have Jack Henry jXchange account credentials and configuration details such as username, password, consumer name, product, routing ID, environment, and SOAP connection URL.
- Dependencies: The spoke requires Installation of specific plugins like IntegrationHub Runtime, Complex Object, SOAP Action Step, Data Stream templates, and Flow Designer Dynamic Outputs. Some may require additional licensing.
- Sample Flows and Subflows: Includes ready-to-use flows such as "Look up Transactions Updates" and "Get Customers Information" to help you automate transaction retrieval and customer data logging. These samples can be copied and customized within new application scopes.
- Spoke Actions: Provides actions categorized under Customer Information Management and Financial Account Information Management, including:
- Lookup of customer info by ID or stream
- Retrieval of financial account details and transactions
- Updating deposit balances
- Modules Added: Adds the Financial Services Operations application with modules for Customers and Accounts. Navigating to these modules triggers data retrieval from Jack Henry jXchange via the associated actions.
- Connection and Credential Management: Uses Integration Hub aliases to manage connection and credential data efficiently across multiple environments, reducing maintenance when credentials change.
Practical Benefits for ServiceNow Customers
- Seamlessly access and manage Jack Henry jXchange customer and account data within ServiceNow.
- Automate financial operations workflows with prebuilt flows and actions, saving time and reducing manual effort.
- Leverage Integration Hub capabilities for scalable and secure integrations that simplify credential management.
- Customize sample flows and subflows to fit specific business processes without starting from scratch.
Integrate ServiceNow instance with your Jack Henry jXchange account to access customer and account information.
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 v2.0.3.
Spoke requirements
- 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
- 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)
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
| Module | Description |
|---|---|
| Customers | Retrieves and displays the customer data from your Jack Henry jXchange account. When a user navigates to, , 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, , 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.