1. PrecisionLender Support Center
  2. Relationships
  3. Relationship Awareness Setup

Relationship Awareness Go-Live Meeting

The Relationship Awareness Go-Live Meeting represents the last step in the Relationship Awareness setup process

 

In this Article:

 

Pre-Work:

Prior to your Relationship Awareness Go Live meeting, please complete the following checklist:

  • Have your IT team add the domain *.precisionlender.com to your email spam filter whitelists where appropriate.
  • Determine a frequency schedule for data updates (weekly is recommended).
  • If you have an IP Address filter, make sure that the IP Address of the server hosting RAHaUT.exe has been whitelisted
  • Download the RA Hashing and Upload Tools package to the same folder as the exported core data files, but DO NOT attempt to run the tool. We will perform this task during the meeting.  We will provide a download link to you prior to your meeting.
  • Decide where the core data files will be housed (server/drive) for scheduled updates.
  • Extract the downloaded “ra_tools.zip” file onto the server/drive where the core data files will be housed.
    • The ra_tools.zip file will extract to create an ra_tools folder with 2 folders inside: Automation folder and Implementation folder.
  • Export core data files into the Automation folder. This is the folder where all core data files should be outputted.
  • Some things to consider:
    • The Windows user must have access on your local system to read and write files to your data upload folder (e.g. to create log files).
    • The Windows user must have access to connect to a remote web server through any proxies or firewalls that exist at your location.
    • Local Policy Setting below must be disabled due to the use of MD5 hashing in the
      PrecisionLender upload processing.
      • Local Security Policy, expand Security Settings > Local Policies > Security Options > Use
        FIPS compliant algorithms for encryption, hashing and signing

 

Goals of Meeting:

  • To make sure everyone on the call understands the relationship data upload process
  • To perform the first production upload of the client's Relationship data into the PrecisionLender system
  • Expected time commitment for meeting : 30 minutes

 

Required Participants:

  • PrecisionLender business analyst and technical team
  • Client project leader
  • Client IT team member who will be sharing their screen while we go through the command-line upload process
  • Any additional interested parties

 

What will happen during the meeting?

Overview

  • We will quickly go over the Relationship Awareness process for anyone new to the project
  • We will discuss your update frequency and day of week preferences

Initial upload session

  • Your IT team member will share his/her screen with the rest of the participants and will then be the 'driver' as we execute our very first data transfer using our secure upload tool (RAHaUT.exe)

Post upload discussion

  • We will then discuss automation mechanisms available along with timing requirements
  • Discussion of monitoring process
  • Discussion of any remaining questions 

Articles in this section