CSC UCC integration - installation

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CSC UCC integration - installation

UCC (Uniform Commercial Code)is a collection of standardized laws on the contracting and trade of goods that has been adopted by the majority of states in the U.S., one of which governs the assignment and management of liens on collateral pledged to loans. When a financial institution originates a commercial loan, the financial institution must submit a UCC-1 financing statement to give notice that it has or may have an interest in the personal property of a debtor. Since the majority of commercial loans are secured, providing financial institutions with the ability to submit UCC Filings is an important component of the commercial loan origination process.

The following options are available on the UCC Search page:

  • Search existing UCCs

  • Get UCC Details 

  • View UCC Details

Activate integration provider 

Prerequisites

Before you proceed to activate the integration, ensure that the following prerequisite is met:

  • CSC UCC package is installed. 

Steps 

To activate the integration:

  1. Log in to your Salesforce account.

  2. Go to  (App Launcher) > Q2 Integration. 

  3. Select , and go to Integration Configuration Setup.

  4. On the Provider Action Details page, select CSC as the Integration Provider Name, and then select Save.  

Create Named Credentials Instance

To enable the Salesforce org to communicate with the integration, a named credentials instance is created in the user's org.

Prerequisites

Before you proceed to add named credentials, ensure that the following prerequisite is met:

  • The CSC UCC package is installed.                              

Steps

To add named credentials:

  1. Log in to your Salesforce account.

  2. Go to  (App Launcher) > Q2 Origination. 

  3. Select(Setup), and then select Setup.

  4. In the  Quick Find box, search for Named Credentials, and then select it.

  5. Select New.

  6. Provide the details as described in the following table, and then select Save:

    Field Name Action and Information
    Name 

    To associate the named credentials being configured with uccsearch, specify the name of the named credentials as uccsearch.

    Note:

    Make sure the API Named Credential field in API Configurations has the same label as uccsearch that you have just created.
    Label The label is the name of the named credentials by default. You can further edit or rename the label. 
    URL Specify the web service endpoint to connect to uccsearch.
    For example, http://eservices.diligenz.com

Configure the API Named Credentials

Prerequisites

Before you proceed to configure the created named credentials, ensure that the following prerequisite is met:

  • The named credentials are created.                         

Steps

To configure the created named credentials:

  1. Log in to your Salesforce account.

  2. Go to Q2 Integration > Integration API Configuration.

  3. Create or update Integration API Configuration Details with the following created API Named Credential field detail, and then select Save:

    Field Name Value
    API Named Credential uccsearch

Configure Connection Configurations

Prerequisites

Before you proceed to configure connection configurations, ensure that the following prerequisites are met:

  • The named credentials are created.     

  • The created named credentials are configured.         

Steps

To configure connection configurations,

  1. Log in to your Salesforce account.

  2. Go to Q2 Integration > Connection Configuration.

  3. Create or update Connection Configuration Detail with the following details, and then select Save:

Setup Remote Site Settings

To enable the Salesforce org to communicate with CSC UCC Integration, remote site settings must be set up in the user's org.

Prerequisites

Before you proceed to set up remote site settings, ensure that the following prerequisite is met:

  • The CSC UCC integration package is installed.                              

Steps

To set up remote site settings:

  1. Log in to your Salesforce account.

  2. Go to  (App Launcher) > Q2 Origination. 

  3. Select(Setup), and then select Setup.

  4. In the Quick Findbox, search for Remote Site Settings,and then select it.

  5. Select New Remote Site.

  6. Provide the details as described in the following table, and then select Save:

    Field Name Action and Information
    Remote Site Name To associate the remote site name with CSC UCC, specify the name of the remote site as any text of your choice.
    Remote Site URL

    Specify the web service endpoint to connect to the Abby OCR.
    For example, https://eservices.cscfinancialonline.com
    Active Select the Active checkbox to activate the remote site connection with the Abby OCR.

Unpack Skuid Package 

Prerequisites

Before you proceed to unpack Skuid packages, ensure that the following prerequisite is met:

  • The Skuid extension and Skuid package are installed.

Steps

 To unpack the Skuid package: 

  1. Log in to your Salesforce account.

  2. Go to  (App Launcher) > Skuid. 

  3. Go to the  Pages tab.

  4. From the + Create New Pagelist, select Unpack Pages from Page Pack.

    The list of unpacked Skuid pages is displayed.  

  5. From the list of Skuid pages, select CLINTsUCC, and then select Unpack.

Note:

  • For Businesses or Non-Individuals, the Billing Address needs to be set, and the State parameter should not be null. 

  • For Individuals, the Primary Address needs to be set, and the State parameter should not be null.

  • Appropriate Business and Individual names should be provided to avoid system error.
    For examples,

    • Amazon(Business with correct account name)

    • Starbucks Inc(Individuals with correct first name and last name)

  • If no results are returned for a correct Business or Individual name, try changing the State.