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
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.
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.
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.
Submit the product configuration update (Content-Type application/merge-patch+json) to EPC and confirm the returned configuration ID.
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
Interactive ordering is mandatory even if you also support automated ordering; you cannot register an automated-only integration.
The admin-facing template UI (adminInterfaceUrl) is a separate surface from the end-user ordering UI (interfaceUrl); lenders configure templates there, not in the interactive ordering screen.
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