Enabling Quantifind for Quantifind Customer Score Card

19.23 Enabling Quantifind for Quantifind Customer Score Card

This section describes how to enable Quantifind for Quantifind Customer Score Card.

Quantifind is a third party company which provides risk information about entities. A contract with Quantifind is required to use this feature. Their product is integrated within FCCM Enterprise Case Management to allow the users to retrieve and view risk scores of a Customer. If clients are interested in implementing this feature, they have to work with Quantifind to enable this service. Once enabled, users with permission will be able to request and view Quantifind information by viewing a customer within a case. This process is enabled via PMF process (called from the ECM UI). The process sends relevant customer information to Quantifind’s service, retrieves Customer’s risk card and displays the risk card in ECM user interface. The following process outlines on how to configure the process and functions for a client’s specific Quantifind implementation.

To enable Quantifind, follow these steps:

Deploy the createJSONService.war in the environment.
Execute the following script in the “Config Schema”. Ensure that the URL and Header values are updated correctly as per the deployment. These values will be provided by Quantifind and are specific to each client’s implementation. In the following sample script V_METHODNAME holds the Quantifind URL and V_HEADER_PARAMS holds the Quantifind headers.
```
UPDATE AAI_WF_APPLICATION_API_B SET V_METHODNAME='https://api-test.quantifind.com/api/entity/summary', V_HEADER_PARAMS='{"Content-Type":"application/json","x-qf-app-name":"OracleIntegrationTest","x-qf-app-token":"nie9gieb9eSh8ohThe0luhahC7see0Queey5ienoiNa7Ie3ia1","User-Agent":"PostmanRuntime/7.26.8"}'
      WHERE V_PROCESS_ID='RPA_CUSTOMER_GATEWAY' AND V_APP_API_ID='1609860191729'
    
```
Note:

By executing the above script, these values will be updated for CUSTOMER_QUANTIFIND_API application rule in the RPA Customer Gateway Process Modeling Framework workflow.

To verify this in Process Modeling Framework, edit the CUSTOMER_QUANTIFIND_API application rule in the workflow found in the RPA Customer Gateway workflow. The values will be displayed in the ‘Url’ and ‘Headers’ parameters of the application rule.
To ensure the correct proxy is used when the Quantifind API is called, update the PMF proxy settings in the AAI_WF_GLOBAL_SETTINGS table in the config schema. The following values should be updated.
- PROXY_SERVER_IP: <<PROXY_SERVER_IP>>
- PROXY_SERVER_PORT: <<PROXY_SERVER_PORT>>
```
Insert into AAI_WF_GLOBAL_SETTINGS (V_PARAM_NAME,V_PARAM_VALUE) values
        ('PROXY_SERVER_IP',<<PROXY_SERVER_IP>>) /Insert into AAI_WF_GLOBAL_SETTINGS (V_PARAM_NAME,V_PARAM_VALUE) values
        ('PROXY_SERVER_PORT',<<PROXY_SERVER_PORT>>)/
```
Note:
The above script is executed in config schema to configure the proxy and allow the application to access the Quantifind URL.
To enable the Quantifind icon on the Customer tab (ECM UI), run the QUANTIFIND_FORM_ENTRIES_OPT.sql in the Config Schema.
To allow the users to view and/or request Quantifind risk cards, following functions have to be assigned. These functions must be associated with the corresponding user roles as necessary.
- View Quantifind Information allows the users to view Quantifind risk cards received from Quantifind. If you want a user to view and not request for Quantifind information, assign this function to the user group only.
- Get Latest Quantifind Information allows user to request Quantifind risk cards.
Restart the servers and clear the browser Cache.