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-v1.0.0.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-v1.0.0.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.

Import Packages

Once you downloaded the package SME Mobile Loan - v1.0.0.zip, unzip the package. It contains:

  • additional-files (The library with custom controls; The custom files and the report document templates)
  • default-products (The banking products)
  • prereq (The One-Time-Password v1.zip)
  • reset
  • solution (The solution with the templates for the B2C Portal)
  • An installation guide.

1 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.
 

2 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.

Copy

Keys

<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:

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

3 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.