In This Article
- Getting Started
- Security
- Single Sign On
- Exported Files and Printouts
- Dynamics and Salesforce Connector
- Users
- Relationship Awareness and Data Uploads
- API
Getting Started
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Connecting to PrecisionLender
- Whitelisting the PrecisionLender application, email domain, and supporting domains
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System Requirements
- Supported operating systems, supported browsers, and upcoming platform support
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Getting Started With PrecisionLender API
- Using the PrecisionLender API to automate repetitive processes
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Managing Your Account Key
- Creating and regenerating your Account Key
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Microsoft Windows Azure Data Centers
- Overview of Microsoft Azure, which hosts PrecisionLender on its data centers in San Antonio, Texas, with redundancy in Chicago, Illinois.
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System Status
- Any interruptions in service will be noted on our status site
- Privacy Policy
- Terms of Service
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
- Troubleshooting Export Files in Excel XML Format
- Troubleshooting exported data from PrecisionLender into an Excel spreadsheet
- Troubleshooting Printouts
- How to solve common issues with 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
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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
- User Access Settings for Password and IP Restrictions
- Overall access restrictions and password protocols
- Setting Up Security Profiles and Permissions
- Guidelines for setting up security profiles to control users' access and permissions.
Relationship Awareness and Data Uploads
- Automating Your Uploads Using pli.exe
- How to download, set up, use, and troubleshoot the data upload tool (pli.exe)
- Testing Your Relationship Upload With the cdump Option
- Command-line option for the Relationship Awareness upload tool
- Formatting Guidance for Relationship Awareness Data Extracts
- Formatting your Relationship Awareness data
API
- Getting Started With PrecisionLender API
- Overview of API "recipes"