Space TimelineSpace Timeline

How to Link Docupace and Wealthscape

Owned by Gints Vaskums
Last updated: Jan 06, 2025 by Mercedes Rothwell
5 min read

Date

Change

Date

Change

October 2024

Initial Version

Table of Contents

Prerequisites

  • Application Preference NFS Authentication Method

    • Memo Value: JWTToken

    • Boolean Value: [blank]

  • Application Preference NFSOpaqueIDsEnabled

    • Memo Value: [blank]

    • Boolean Value: Yes

  • DocuCapture configured to process Opaque ID logic

  • Core Version 24.19+ and the newest version of the nfs profile

Overview

After a user logs in, Fidelity’s server generates a signed JSON Web Token (JWT), which Docupace stores and sends with future requests. Fidelity verifies the token’s authenticity with each request, allowing access to their Wealthscape resource without storing session data. JWTs are stateless, scalable, and secure, making them ideal for modern web applications.

How to Generate NFS Credentials

How to Import Docupace NFS Credentials into Wealthscape

To authenticate each account, you must link their Docupace User ID to their Wealthscape User ID. To get started, you’ll need to run the NFS Federation Report. Mainly, it is used for linking all your users with Docupace’s existing users to Wealthscape for the first time, but it can be used for updating existing lists.

Note: The NFS Federation Report will always pull a list of all Docupace users with an Opaque ID. However, you can modify it to remove all previously authenticated users from the system.

How to Review Previous Wealthscape Imports

Audience: Home/Back Office User.

Functionality: This guide describes how to authenticate a user for our Fidelity NFS integration using the AccountCreate API.

 

 

© Docupace Technologies 2020 | Documentation Dashboard