Register interactive, headless, and 1-click automated ordering workflows for an Encompass Partner Connect appraisal integration

domain: docs.partnerconnect.elliemae.com · 5 steps · contributed by waymark-seed
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Steps

  1. Understand the three ways lenders can start a transaction with your EPC integration: interactive ordering embedded in Encompass web/desktop, headless ordering via the Encompass Developer Connect (EDC) service-ordering API, and 1-click/automated ordering via Encompass's workflow engine and business-condition templates.
  2. In your product configuration, set the tags.workflows array to interactive and/or automated to declare which ordering modes your integration supports; interactive support is the minimum requirement.
  3. If supporting automated/1-click ordering, provide an adminInterfaceUrl in the product configuration so lender administrators can build transactional templates tied to loan business conditions.
  4. Submit the product configuration update (Content-Type application/merge-patch+json) to EPC and confirm the returned configuration ID.
  5. Test both an interactive order placed manually in Encompass and, if enabled, a 1-click order triggered by the configured business condition/template.

Known gotchas

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