Jack Henry Symitar Connector for Workato

Q: What is the Jack Henry Symitar Connector?

The API People Jack Henry Symitar connector connects the Symitar Core Processing system with modern enterprise applications, enabling real-time data orchestration for credit unions.

Q: Does this connector support real-time member onboarding?

Yes. The Create Action instantly creates new member profiles and accounts within the Symitar core upon approval from a digital onboarding portal.

Q: Can I use the connector to sync lending data with the Symitar Core?

Absolutely. The Update Action automates data movement from your LOS directly into the core with strict data integrity.

Q: What kind of information can the 'Retrieve' action fetch?

The Retrieve Action pulls member account balances, transaction histories, loan payoff amounts, and relationship data.

Q: Is the Symitar integration secure and compliant?

Yes. The connector uses enterprise-grade authentication and encryption compliant with NCUA, GLBA, and SOC2.

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Overview

API People’s Jack Henry Symitar connector provides a high-performance bridge to integrate your credit union’s core system (on-premise or EASE) with your digital ecosystem through SymXchange. Automate real-time data flows between Symitar and cloud applications, eliminating manual data entry and siloes.

Ideal For

Core system automation Member onboarding flows Account/loan servicing Loan origination integrations Branch/back-office process automations

Key Capabilities

Account
Customer
Loan Account
Transaction
Transfer
Wire Transaction
Account ID
Deposit
Withdrawal

Account
Account Balance
ACH File
Customer
Loan Payoff
Wire Transaction

Account
Customer
Loan Account

Account
Customer
Transfers
Transactions

Banking Orchestration Architecture

Security & Compliance

Built for the enterprise, our connector handles the technical complexities of Symitar’s architecture while maintaining the highest security standards. It allows your IT team to focus on building innovative member experiences rather than maintaining fragile, custom-coded integrations. With the API People Symitar Connector, your credit union is no longer just processing transactions; it is orchestrating a modern, connected financial future.

FAQs

What is the Jack Henry Symitar Connector? +

The API People Jack Henry Symitar connector is a high-performance integration solution that connects the Symitar Core Processing system (including the cloud-based EASE platform) with modern enterprise applications, enabling real-time data orchestration for credit unions.

Does this connector support real-time member onboarding? +

Yes. Utilizing the Create Action, the Jack Henry Symitar connector can instantly create new member profiles and open accounts within the Symitar core as soon as an application is approved via an external digital onboarding portal, ensuring a zero-friction experience.

How does the connector handle Symitar's customized data fields? +

The Jack Henry Symitar connector is built specifically to address the unique flexibility of the Symitar Core. It provides a streamlined interface to map and interact with your institution’s specific Customized Field Management structures without requiring custom coding.

Can I use the connector to sync lending data with the Symitar Core? +

Absolutely. The Update Action is designed for high-fidelity data synchronization, allowing you to automate the movement of data from your Loan Origination System (LOS) directly into the core while maintaining strict data integrity and compliance.

What kind of information can the 'Retrieve' action fetch? +

The Retrieve Action pulls real-time intelligence directly from the core, including member account balances, detailed transaction histories, loan payoff amounts, and complex relationship data to power support dashboards or decision-making tools.

Is the Symitar integration secure and compliant? +

Security is foundational to our architecture. The Jack Henry Symitar connector uses enterprise-grade authentication and encryption protocols to ensure all data remains secure and compliant with credit union regulations (NCUA, GLBA, SOC2).