Installation

Prerequisites:

1. Download the package from the Marketplace.
2. Install and configure:
   • Standard FTOS infrastructure (with B2CPortal, B2CProxy, JobServer, MessageBus, MessageComposer for the Contact Validation) v21.2.2 as explained here
   • Banking Product Factory v3.0.2
   • OTP project (found in the folder SME Mobile Lending-v1.1.0.zip > prereq)
   • Connectors: Company House is required to be installed and Experian is optional to be installed or other third-party platforms
   • B2C Setup project (found in the folder SME Mobile Lending-v1.1.0.zip > prereq) or a manually configured B2C security role assigned to the Guest user and a front-end domain named B2C.

After the FintechOS environment is installed, proceed with the next steps.

Package

Once you downloaded the package SME Mobile Loan - v1.1.0.zip, unzip the package. It contains the following set-up:

• prereq:
• B2C Setup-v1.zip
• One-Time-Password - v1.zip
• solution (the solution with the templates for the B2C Portal, containing the digital assets):
  • BAN-SDK
  • CML-SDK
  • async install.bat
  • BAN-CML.zip

• additional-files (the library with custom controls; the custom files and the report document templates):
  • custom: css, img, js, slick
  • cutom-on-demand: common, liveness, usermedia, video, zoom
  • UploadEBS: several images
  • keys-for-b2c.txt:
  Copy

  Keys for B2C portal

  <add key="B2CProxy" value="LinkToProxy" />
  <add key="CB-use-integration" value="0" />
  <add key="CB-URL" value="core-banking-api-baseurl" />
  <add key="CB-user" value="core-banking-api-username" />
  <add key="CB-pass" value="core-banking-api-password" />
  <add key="CB-bank-code" value="core-banking-api-defaultBank" />
  
  <add key="CONN-BaseUrl" value="ftos-conn-api-baseurl" />
  <add key="CONN-user" value="ftos-conn-username" />
  <add key="CONN-pass" value="ftos-conn-password" />

  • proxy-routs.js
  Copy

  versionSelect.js

  function setOption() {
  
      // Version selector element used to select the release number.
      let versionSelector = document.getElementById('versionSelect');
      // Invisible dummy selector used to set up the width of the real version selector.
      let dummy = document.getElementById('dummySelect');
  
      // Clear the version selector.
      versionSelector.options.length = 0;
      // Populate the options available in the version selector.
      versionSelector.options[versionSelector.options.length] = new Option('21.2.2000', "https://docs.fintechos.com/BCs/WelcomeBack/21.1.2000/Home.htm");
  
  
      // Synchronize the option displayed in the version selector with the corresponding documentation version (based on the current path).
      let options = versionSelector.getElementsByTagName('option');
      for (var i = 0, optionsLength = options.length; i < optionsLength; i++) {
          if (options[i].value == window.location.href) {
              // Resize the width of the version selector based on the currently selected option.
              // Populate only the current option into the invisible dummy selector. This ensures the dummy selector width matches the current selection.
              // Then use the dummy selector width as reference for the real version selector.
              dummy.options[0] = new Option(versionSelector.options[i].text, 'value');
              $(versionSelect).width($("#dummySelect").width());
              // Update the option currently displayed in the version selector.
              versionSelector.selectedIndex = i;   
          }
      };  
  
      // Navigate to the corresponding page when selecting an option from the version selector.
      versionSelector.onchange = function () {
          window.location.href = versionSelector.value
      }
  }
  

• default-products (the banking products):
  • CML-DP
  • async-install.bat
  • CML-DBP.zip

• reset (it contains SQL procedures to delete records from the database):
  • BAN-DMY
  • async-install.bat
  • BAN-RST.zip

• An installation guide labelled install-notes.txt.

1 Import the Packages

Import the packages using Digital Solutions Packages found within the solution folder.

2 Install the Solution

1. In the reset folder, add the latest syspackdeployer.
2. Edit the installer and run it in admin mode. The reset folder resets the security roles in B2C.
3. In the solution folder, add the latest syspackdeployer.
4. Edit the installer and run it in admin mode.

3 Set up the additional files

Open the additional-files folder. It contains the folders: custom, custom-on-demand, UploadEBS and the files: keys-for-b2c-txt, proxy-routes.js, and staticcontent-keys.text.

Copy/upload the custom folder in the B2CPortal folder.

Copy/upload the content of the UploadEBS in your UploadEBS folder.

Add the keys from keys-for-b2c file in the web.config file of the B2CPortal and change it with your values.

Core Banking Integration

For the Core Banking integration, set the value to 1 (true).

If you don't want to integrate the core banking system, set the key CB-use-integration to 0 (false) and you can leave the other keys with the default values.

<add key="B2CProxy" value="LinkToProxy" />
<add key="CB-use-integration" value="1" />
<add key="CB-URL" value="core-banking-api-baseurl" />
<add key="CB-user" value="core-banking-api-username" />
<add key="CB-pass" value="core-banking-api-password" />
<add key="CB-bank-code" value="core-banking-api-defaultBank" />

Add the keys needed for the Cognitive Processors and SMTP in the web.config file of the B2CPortal.

Add the keys needed for the Cognitive Processors in the serviceSettings of the Jobserver.

Add the proxy routes in proxy config file.

Restart the application pools/services for B2CPortal and B2CProxy.

Video

Within the web.config file, add the code:

<remove fileExtension=".mp4"/>
<mimeMap fileExtension=".mp4" mimeType="video/mp4" />

4 Install default-products to add the banking products

In the solution folder, add the latest syspackdeployer.

Edit the installer and run it in admin mode.