Jack Henry jXchange Spoke

Release version: Xanadu

Updated August 1, 2024

3 minutes to read

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Summary of Jack Henry jXchange Spoke

The Jack Henry jXchange spoke integrates your ServiceNow instance with Jack Henry jXchange, allowing access to customer and account information. This integration is essential for organizations utilizing Jack Henry's services and aligns with the updated naming convention from the Utah release.

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Key Features

Subscription Required: This spoke requires a subscription; consult your ServiceNow account manager for details.
Current Version: The latest version is v 2.0.1.
Configuration Requirements: Users must gather essential credentials and configuration details such as Username, Password, Consumer Name, and SOAP Connection URL before setup.
Dependencies: Ensure the necessary dependent plugins for installation, including IntegrationHub Runtime and Flow Designer Dynamic Outputs, are active.
Sample Flows and Actions: The spoke includes sample flows like 'Look up Transactions Updates' and various actions for managing customer and financial account information.

Key Outcomes

Successfully implementing the Jack Henry jXchange spoke enables seamless automation of tasks related to customer and financial account management. Users can efficiently retrieve and update information, enhancing operational efficiency and data accessibility within ServiceNow.

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.
Customer Information Management	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.