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Encompass Partner Connect
HomeDeveloper GuidesAPI ReferenceWhat's New
v2.0
Encompass Partner Connect
v2.0HomeDeveloper GuidesAPI ReferenceWhat's New

Getting Started

  • What is Encompass Partner Connect?
  • Who is this guide written for?
  • How does EPC work?
  • What do I need to get started?
  • How do I ask for help?

Developing Your First Integration

  • Diving Right In
  • Downloading Postman Collection
  • Your First API Call
  • Registering the Application
  • Configuring Entitlements
  • Development Environment
  • Launching the Application
  • Authentication & Authorization
  • Transaction Origination
  • Transaction Initiation
  • Transaction Fulfillment

Deeper Dive

  • Authentication & Authorization
  • Product Registration
    • Developing locally with ngrok
  • Product Configuration
    • Application Availability and Listing
    • Supported Transactional Workflows
    • Data and Access Entitlements
    • Read/Write Custom Fields via Extension Mapping
    • Billing Rules Registration
  • Credential Management
    • Defining Credential Requirements
    • Delegating Credentials as an Administrator
    • Receiving Credentials
    • Reconciling Missing/Invalid Credentials
  • Service Configuration and Listing for Encompass
  • Transaction Origination
  • Transaction Initiation
    • User-Interface: Transaction Management
  • Transaction Fulfillment
  • Working with Webhooks
  • Transaction Response Events
    • Transaction Response Processing Retry
  • Transaction Request Attachments
  • Transaction Response Attachments
    • Document Mapping
  • Working with Collections
  • One-Click and Automated Service Ordering
    • Document Attachments
  • Custom Transaction Result Workflows
    • Loan Pricing: Rate Lock
    • Response webhook resources for rate locks
  • User Experience Guidelines
  • Transaction Service: Options Schema Registration
  • Service Ordering via Encompass Developer Connect
    • Field Mapping

Development and Release Lifecycle

  • Overview of Development and Release Lifecycle
    • Lifecycle Terms and Definitions
    • On-boarding a Development Product
    • Setting up your Sandbox
    • Development and Testing
    • Submitting for Review
    • Security Review Process for Production
    • Release to Production

Helpful Resources

  • Introduction to RESTful APIs
  • Migrating from Version 1.0
  • EPC Browser Compatability
  • Disabling Ping ID MFA for your Sandbox
  • IP Address Whitelisting
  • Debugging in Encompass (Desktop Version)

Field Mapping

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Updated about 1 year ago