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How Data is Exchanged with JCORE (jaccomo's Books and Records solution)

There is a two-way integration between jaccomo and Docupace.  Docupace  Docupace pulls information from JCORE to populate forms.  You  You may update the information after it has populated the Work Item.

When that Work Item reaches the Sponsor/Custodian queue, Docupace sends jaccomo the XML data about each document. jaccomo applies any necessary changes to ensure that the JCORE database is kept up-to-date. The Back Office can then view the latest version of each document in Docupace by clicking a link in the jaccomo system.

Note

Attention: Because the data isn’t updated until the work item has finished moving through the workflow, the JCORE app will return outdated data until at least one updated work item reaches the Sponsor/Custodian queue at the end of the workflow.

Note: The link displays the document stored in Docupace, the document is not stored by jaccomo.

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How to Populate Work Items with Data from JCORE

Rw ui steps macro
Rw step

Navigate to New > Starting Point.

New starting point

Rw step

Search for and select the Rep.

Selecting the rep

Rw step

Navigate to New Account > Existing Client.

New Account

Existing Client

Rw step

Selectan Existing Client from the list of client folders.

Selecting the client

Rw step

Select the relevant Custodian, State, Product Type, and Registration Type.

Selecting the custodian

Selecting the state

Selecting the product type

Selecting the registration type

Rw step

Review the Options Selected pane, then click Create Work Item.

The Options Selected pane

Rw step

Select the relevant document from the Work Item Client Documents pane. (“Customer Account Form” is used here as an example.)

The document is displayed in a pane to the right.

The Work Item Client Documents pane

Rw step

Click Get JCORE Data in the Client Work Item pane.

The JCORE window opens.

The Client Work pane and Get JCORE Data button

Rw step

Select Apply next to the relevant client from the JCORE Data list. (“James” is used here as an example.)

Info

Behind the Scenes: JCORE retrieves data for the document by looking up the SSN, and sends it to base namespace. Then it sends you back to the Work Item dashboard.

Selecting Apply in the JCORE Data List pane

Rw step

Select the relevant document from the Work Item Client Documents pane again. (“Customer Account Form” in the example.)

The Work Item Client Documents pane

Rw step

Click the blue arrow next to the client’s name.

The blue arrow to the left of the client’s name

Rw step

Select Client and client’s name from the dropdowns. (“James” in the example.)

The JCORE data populates in the document.

Note: Manually fill in any required fields left blank by the JCORE app.

Tip

Tip: Review the information to confirm that it is accurate. Make any necessary changes.

Selecting the client’s name

Rw step

Click the Save icon at the top of the document display pane.

The save icon