Configuring Document Types for the Member ID Component - Integration for D+H Phoenix - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Integration-for-D-H-Phoenix/Foundation-24.1/Integration-for-D-H-Phoenix/Installation/Pre-Installation/Document-Type-Configuration/Configuring-Document-Types-for-the-Member-ID-Component - 2024-03-25

Integration for D+H Phoenix

Platform
OnBase
Product
Integration for D+H Phoenix
Release
Foundation 24.1
License
Premier
Standard
Essential

If you are using the Member ID component, ensure the following Document Types exist in your OnBase solution and assign the required Keyword Types to them.

Note:

For more information on configuring the required Keyword Types, see Configuring Keyword Types for the Member ID Component.

Note:

The names of these Document Types can differ from what is listed below.

Suggested Document Type Name

Description

Required Keyword Types

Check Image

Used to store check images.

This Document Type is required for the check image retrieval functionality.

  • Account Number

  • Amount

  • Check Number

Driver's License

Used to store the driver's licenses of credit union members.

This Document Type is required for the authentication functionality.

  • Member ID

Member Signature

Used to store the signatures of credit union members.

This Document Type is required for the authentication functionality.

Note:

This Document Type name cannot match the Member Signature Document Type being used to store signatures in the Document Storage component.

  • Member ID

Picture

Used to store pictures of credit union members.

This Document Type is required for the authentication functionality.

  • Member ID