ENC00 - Encompass Integration - Hyland Integration for Encompass - 22.1 - 22.1 - Ready - Other - external

Hyland Integration for Encompass

Platform
Other
Product
Hyland Integration for Encompass
Release
22.1
License

This queue is the initiation point for the integration. It should always contain only one copy of the Encompass Polling Form which contains the configuration information needed to request loan data from Encompass. A Workflow timer is configured to execute once a day to initiate the polling request to Encompass.

The timer execution begins by checking a number of potential error conditions in which the system would not want to poll for new loan data. The following are the list of conditions:

  • The Polling Value field is empty for the Milestones Polling Type on the Encompass Polling Form.

  • The Next Poll Date field is empty on the Encompass Polling Form.

If one or more of these conditions exist, Encompass Error Reporting Form is created. The Unity Form is then routed to the ENC00 - Error Resolution queue for correction by a system administrator. For more information on the ENC00 - Error Resolution queue, see ENC00 - Error Resolution.

If none of these conditions exist, the Encompass Polling Form is serialized into the Encompass Polling Details Message Item which is then added to the ENC02 - Encompass Polling life cycle. The Encompass Polling Form remains in the ENC00 - Encompass Integration queue and will receive an updated Next Poll Date value from the Encompass polling process.

Ad Hoc Tasks as available for this queue in the Tasks ribbon group of the Workflow ribbon. The following Ad Hoc Tasks are available:

Ad Hoc Tasks

Description

Encompass Healthcheck

Returns the JSON response from the /healthcheck endpoint. The results are displayed in the Primary Viewer.

Check Polling Status

Returns the JSON response from the /getpollingstatus endpoint. The results are displayed in the Primary Viewer. Used to verify if a long-running poll was completed.

Serialize Polling Form

Manually serializes the document to an XML message item and transitions it to the ENC02 - Encompass Polling life cycle.

Remove from Life Cycle

Removes the currently selected document from the Life Cycle.

Note: There should always be one instance of the Encompass Polling Form in the ENC00 - Encompass Integration queue.