Connecting to Q2 Relationship Insights

Overview

This article provides PrecisionLenderQ2 Relationship Insights, powered by PrecisionLender connectivity and whitelisting guidance for your financial institution's IT teams.

Accessing the Application

The PrecisionLenderQ2 Relationship Insights application can be accessed via web browser through the following URL:

https://application.precisionlender.com/directorylogin, or if your bank has a custom login address, use that URL
- See Logging into PrecisionLender for details about how to log in
Visits to the http version of the URL will be automatically redirected to the https version.
Port 443 should be allowed in order to connect.

If you are able to log in to PrecisionLenderQ2 Relationship Insights but are experiencing performance issues, such as transactions that timeout, check with your network administrator regarding your HTTPS Packet Inspection policy. If your company does employ HTTPS Packet Inspection, it may be necessary to add a “Bypass rule” for the precisionlender.com domain, similar to the steps provided in Check Point’s HTTPS Inspection documentation for the Check Point brand firewall solution.

Relationship Awareness Uploads

Although this is a command-line tool, it uses the same protocols and ports as the web-based application. The RA Upload Tool connects to the URL of your normal PrecisionLenderQ2 Relationship Insights application from the command line. For more information, please see our dedicated articles below. For more information, please see our dedicated articles below. If you need guidance on which version of RA uploading tools your financial institution uses, please contact support at relationship-insights-support@q2.com.

For setup and usage guidance, see Getting Started with the RA Hashing and Upload Tools.

Whitelisting Guidance

Application

Because the PrecisionLenderQ2 Relationship Insights application address may change over time, we do not recommend whitelisting the application by IP address unless your financial institution whitelists Q2’s entire public IP space: 192.0.48.0/20. Instead, we recommend that you whitelist the system using the appropriate domain name(s):

*.q2.com
- The following sub-domains are also used, so a blanket whitelisting of *.q2.com is recommended:
  - Including api.relationshipinsights.q2.com, status.relationshipinsights.q2.com, api.q2a.q2.com, and other related domains.
*.q2developer.com
- Developer documentation site
Cdn1.onlineaccess1.com
- Q2 Owned CDN (Content Delivery Network) serving front-end components (buttons, forms, tables, and similar) for the User Interface
*.precisionlender.com
- The following sub-domains are also used, so a blanket whitelisting of *.precisionlender.com is recommended:
  - www.precisionlender.com
  - support.precisionlender.com
  - the URL your users use to log in, which could be application.precisionlender.com, application2.precisionlender.com, or YourBankName.precisionlender.com.

Also whitelist the following domains:

*.andi.com–this hosts Andi, the PrecisionLenderQ2 Relationship Insights virtual pricing analyst service.

Email

PrecisionLenderQ2 Relationship Insights uses several major email service providers to communicate with clients and users such as:

Client support
User password reset requests
Product update newsletters
Automated usage statistics emails

We strongly recommend that all clients whitelist all email coming from PrecisionLender.com, q2.com, and q2ebanking.com.

Docebo Learning Center

Technical Requirements

A broadband Internet connection
Web browser: Microsoft Edge, Mozilla Firefox, Google Chrome, or Safari (macOS only)
Microsoft Windows 10 (or higher)
macOS (last two major releases)
JavaScript enabled
Third-party cookies enabled
localStorage enabled
TLS Version: 1.2

Whitelist Information

Docebo Production IP: 54.235.5.25
Background Job IPs:
- wss-us.docebo.cloud (52.5.154.147)
- \wss-db.docebo.cloud (54.86.48.119)
http://cdn1.dcbstatic.com/
http://cdn2.dcbstatic.com/
http://cdn3.dcbstatic.com/
http://cdn4.dcbstatic.com/
http://cdn5.dcbstatic.com/

For more information, refer to Q2 Public IP Ranges - Frequently Asked Questions (FAQ) in the Q2 Customer Portal.

If you have additional questions, contact support at relationship-insights-support@q2.com. Our team is here to help you.