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CheckDuplicateContact
CheckDuplicateContact Method The CheckDuplicateContact method checks the contact information submitted in the request XML against existing contacts in the SmartOffice ...
ColumnIdLookup
ColumnIdLookup The Column ID Lookup tool is an online service that resolves the column ID referenced in XmlEngine error messages to SmartOffice column name. This column ...
CreateSVAdvisorUser
CreateSVAdvisorUser Method The CreateSVAdvisorUser method creates a SmartView for Advisors user account for a specified advisor contact. The CreateSVAdvisorUser method ...
DataDictionary
DataDictionary The SmartIntegrator Data Dictionary is a listing of SmartOffice objects, lookups and methods exposed to XmlEngine and SiAdapters. The details about ...
DeleteOperation
DELETE Operation The DELETE operation removes objects and their child objects. An object ID is required to use this operation. Only the main object and its ID need ...
DisableUser
DisableUser Method The DisableUser method changes the status of a SmartOffice user account to Disabled. The DisableUser method is invoked using the MethodOperation ...
DynamicReport
DynamicReport Method The DynamicReport method allows you to retrieve the current data for a SmartOffice Dynamic Report by Report Name. The method also allows for the ...
GetAdapterDetails
GetAdapterDetails Method The GetAdapterDetails method returns a list of SiAdapters available to SmartOffice users. Details for each adapter—such as the adapter ID ...
GetAdapterTransfDetails
GetAdapterTransfDetails Method The GetAdapterTransfDetails method enables your application to launch SiAdapters that users can access in SmartOffice. This method is ...
GetConfiguration
GetConfiguration Method The GetConfiguration method retrieves the content of an element in the SmartOffice server config.xml file. The GetConfiguration method is invoked ...
GetContactDOB
GetContactDOB Method The GetContactDOB method returns all contacts whose birth dates fall within a specified date range and who are assigned to a particular SmartOffice ...
GetDeletedContacts
GetDeletedContacts Method The GetDeletedContacts method returns the object IDs of all contacts that exist in the Deleted Records area of SmartOffice. The GetDeletedContacts ...
GetHouseholdMember
GetHouseholdMember Method Using a contact ID, you can retreive a list of all members of the contact's household. If the household or contact does not exist, this method ...
GetInvtMaturityDate
GetInvtMaturityDate Method The GetInvtMaturityDate method retrieves all investment positions that will mature within a specified date range for all contacts assigned ...
GetOfficeMultiFactorAuthentication
GetOfficeMultiFactorAuthentication Method The GetOfficeMultiFactorAuthentication method tells you whether an office has two step authentication enabled at the office ...
GetOperation
GET Operation The GET operation retrieves an object and its child object information by ID. A similar result can be achieved by using the SEARCH operation, but GET ...
GetSiteName
GetSiteName Method The GetSiteName method returns the name of the site where the SmartOffice server is hosted. The site name appears as the Corporate Key field on ...
GetSystemTime
GetSystemTime Method The GetSystemTime method returns the current date and time on the SmartOffice server. The GetSystemTime method is invoked using the MethodOperation ...
GetUserLicense
GetUserLicense Method The GetUserLicense method returns the names and IDs of licenses enabled for a particular SmartOffice user. The GetUserLicense method is invoked ...
GetUserModuleACL
GetUserModuleACL Method The GetUserModuleACL method returns a list of the user's SmartOffice permission settings. For each permission, a value of 0 indicates that ...
GetUserMultiFactorAuthentication
GetUserMultiFactorAuthentication Method The GetUserMultiFactorAuthentication method tells you whether a user has enabled two step authentication and returns the notification ...
InsertKeyRelations
InsertKeyRelations Method The InsertKeyRelations method adds a key relation to a SmartOffice contact record. The InsertKeyRelations method is invoked using the MethodOperation ...
InsertOperation
INSERT Operation The INSERT operation creates new objects. It inserts objects and their child objects. Newly created IDs are stored in the response XML. You can insert ...
MethodOperation
METHOD Operation The METHOD operation permits client applications to make calls to SmartOffice’s predefined business rules. Predefined business rules are actually ...
PolicyFeeds
Policy Feeds SmartOffice can receive carrier inforce and pending policy feeds in ACORD XML format. To implement a feed for SmartOffice users, use the reference materials ...
ProcessCustomChoice
ProcessCustomChoice Method The ProcessCustomChoice method allows you to insert, modify or delete custom lookup choices. The ProcessCustomChoice method is invoked using ...
SampleSmartIntegratorPostHTML
Sample SmartIntegrator Post HTML Ebix Inc function postData(){ window.moveTo(0 ...
r4 - 11 Dec 2012 - 16:21 by dustin
SearchOperation
SEARCH Operation The SEARCH operation lets you search objects in the SmartOffice database by constructing SQL like queries.In your XML requests, use the search element ...
ServiceProviderInterface
Service Provider Interface SmartOffice integrates with medical service providers in text based NAILBA format. Due to NAILBA restrictions, the industry is adopting ...
SettingUpCustomersAndPartnersForSmartIntegratorDevelopment
Setting Up Customers and Partners for SmartIntegrator Development Non Disclosure Agreement If the organization is a development partner (not a customer), we must ...
SiAdapters
SmartIntegrator Adapters An Adapter is a package that creates side menu links or buttons in SmartOffice, which when clicked execute scripted events. The goal of an ...
SingleSignOn
Single Sign On Single sign on (SSO) enables users to sign in to one application and seamlessly transition into another application without having to enter another ...
SmartIntegrator
SmartIntegrator SmartIntegrator is the development tool set used by customers and vendor partners to integrate external applications with SmartOffice. Overview SmartIntegrator ...
SmartOfficeIntegrationsDashboard
SmartOffice Integrations Dashboard Integrations are listed in alphabetical order by integration name. Integration Name Datasheet Internal Memo User Guide ...
SmartXchange
SmartXchange The SmartXchange Proxy is a service used the same way as the SmartIntegrator XmlEngine servlet, but is a single connection point able to reach multiple ...
SyncOperation
SYNC Operation The SYNC operation provides access to the client application by synchronizing data with SmartOffice. SmartIntegrator parses the request’s XML, retrieves ...
r4 - 11 Dec 2012 - 16:24 by dustin
TestBed
TestBed The Test Bed is a simple HTML page that allows you to post any XML string directly to the XmlEngine or SmartXchange Proxy as a request, displays the response ...
r8 - 11 Dec 2012 - 16:25 by dustin
TwoWayContactSycnronization
2 Way Contact Synchronization Analysis Overview At the request of partners and customers attempting to implement a Contact synchronization service between SmartOffice ...
r4 - 11 Dec 2012 - 16:25 by dustin
UpdateOperation
UPDATE The UPDATE operation modifies existing objects. It updates an object and its child objects. The main parent object (top most) must have a valid object ID. Note ...
VendorPartnership
Software Vendor Partnerships The SmartOffice Vendor Partnership begins before creating your integration. This partnership requires adherence to a specific certification ...
WebHome
SmartOffice Development Kit #x200B;The SmartOffice Development Kit is a collection of documentation, tools, links and examples to help developers create functionality ...
XmlEngine
XML Engine The XML Engine is an interface method through which workflows outside the SmartOffice application can obtain or update data stored in SmartOffice, with ...
Number of topics: 42
 
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