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IT Administrator Help

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Contents:

 

 

 

Getting Started

 

Security

  • Security Audit Report
    • Aimed at IT and security personnel wishing to audit their specific account for events that can change the way their users access PrecisionLender
    • You must have admin rights in order to access this report
  • Compliance and Due Diligence
    • PrecisionLender's access-restricted area for information on 
      • SOC2 Type II documentation
      • ISO 27001:2013 Certification 
      • Internal Information Security Policies
      • Proof of Insurance

 

Single Sign On

  • Setting Up Single Sign On
    • Configuring and troubleshooting Single Sign On (SSO) using a pre-configured SAML 2.0 interface
  • Setting up ADFS Claim Rule
    • How to create a Claim Rule mapping for banks connecting PrecisionLender to an internal ADFS Identity Provider 

  

Exported Files and Printouts

 

Dynamics and Salesforce Connector

  • Salesforce Connector for PrecisionLender
    • Overview, frequently asked questions, and object mapping information about the Salesforce Connector, which bridges the gap between PrecisionLender Opportunities and Relationships and their associated Opportunities and Accounts in Salesforce
  • Dynamics CRM Connector for PrecisionLender
    • Overview, frequently asked questions, and object mapping information about the Dynamics CRM Connector, which bridges the gap between PrecisionLender Opportunities and Relationships and their associated Opportunities and Accounts in Dynamics CRM
  • Salesforce Loan-Centric Connector for PrecisionLender
    • Overview, frequently asked questions, and object mapping information about the Loan-Centric Salesforce Connector, which bridges the gap between PrecisionLender Opportunities and Relationships and their associated Accounts and Objects in Salesforce.
  • Troubleshooting Salesforce Connector Problems
    • Common reasons users would see the "User Authentication Failed" error

 

Users

 

Relationship Awareness and Data Uploads

 

API

 

 

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