Configure the Financial Services Operations Integration with Jack Henry jXchange

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Configure the Financial Services Operations Integration with Jack Henry jXchange application by using the Jack Henry jXchange connection and credential record to authenticate ServiceNow requests.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Process Automation > Flow Designer.
    2. To customize the connection configuration, access the connection settings in Flow Designer > Connections and select JHA.
      For more information on how to update the connection configuration, see Set up Jack Henry jXchange Spoke.
    3. To update other attributes, navigate to Integration Hub > Connection & Credential Aliases and edit the required information.
    4. Navigate to Flow Designer > Designer > Actions tab and select the Look up Financial Accounts Stream action that you want to test.
    5. Click Test.
      The system displays the Test Action dialog box.
    6. Fill in the fields for the action.
      Note:
      Complete all required fields in the Test Action dialog box.
    7. Click Run Test.
      Note:
      Select the Run test in background option to test an action asynchronously in the background.

      If you select the Run test in background option, the execution details are displayed only after the execution is completed asynchronously in the background.

    What to do next

    To view the action execution details, click Your test has finished running. View the Action execution details.