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Connecting to Q2 Relationship Insights, powered by PrecisionLender

Overview

This article provides Q2 Relationship Insights connectivity and whitelisting guidance for your financial institution's IT teams.

 

In this Article

 

Accessing the Q2 Relationship Insights Application

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

If you are able to log in to Relationship Insights but are experiencing performance issues, such as transactions that time out, 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 hits the URL of your normal Q2 Relationship Insights application from the command line. For more information, please see our dedicated articles below. If you need guidance on which version of RA uploading tools your bank 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 Q2 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 Q2 Relationship Insights system using the appropriate domain name(s):

  • *.q2.com
    • 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 Relationship Insights 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 Q2 Relationship Insights virtual pricing analyst service.

Email

Q2 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 8 (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.

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