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How do I configure output to Synergy?

Guide to setting up the API output for tellers.

Configuration

Profile Editor

  • Go to Right Click Menu > Profile Editor

Click the Remove All button to remove all items from the Default Profile's target keystroke sequence. Click the Save button to save the default profile with no keystrokes - they're not needed when saving to XML.

Image Settings

First navigate to the Image Reader Settings menu to configure which images to save.

  • Go to Right Click Menu > Image Scanning > Image Reader Settings

Enable the checkboxes for Front and Back of the ID as well as the Normal checkbox.

You can disable the Show save image dialogue checkbox if you don't want to look at the scans before the XML and images are saved.

Click the OK button.

    Authentication Report Settings

    If you're using the Authentication SDK and you want to save the Authentication report, you can configure the report to save automatically with the XML as well.

    • Go to Right Click Menu > Settings > Authentication Settings

    Enable the Authentication Engine if it's installed.

    Disable the Save report after each scan checkbox.

    Teller Settings

    In order to create the correctly structured XML file, you must fill out a few details about your File Room, Cabinet, Institution and the Document Type.

    • Go to Right Click Menu > Settings > Teller Settings

    Fill out the following fields with the appropriate information.

    Some of the fields are provided by the Jack Henry Synergy team directly to you. You can acquire login credentials via the For Clients Portal.

    • Set InstRtid as the ABA / Routing number
    • Set Core Environment to Synergy
    • Set AuditUsrId with the User / Agent ID
    • Set AuditWsID with the Workstation ID
    • Set Valid Customer Name to IDScan
    • Set Valid Consumer Product to ParseLink Enterprise
    • Set Username with the Synergy supplied API username
    • Set Password with the Synergy supplied API password
    • Set Submit Mode
      • Send on Passed means the ID data will only be submitted if the ID passes authentication checks.
      • Prompt on each scan means ParseLink will prompt the user whether they want to upload or not after each scan.
    • Set File Room to the name of your file room (usually all caps)
    • Set Institution to your 3-digit institution number
    • Set Cabinet to the name of your cabinet (usually all caps)
    • Set Document Type to PHOTO ID
    • Enable the Custom URL checkbox if you're using a custom URL for your Synergy instance.