Export

How do I export a transaction to a core interface?

After the interface is set up in Interface Manager, create a new transaction or recall an existing one. When you are ready to export the transaction, go to the menu and select Export.

With Jack Henry Core Director, can I export a transaction that is in the application phase?

Yes, the party data will be exported in the application phase only.

Where do I enter transaction codes?

In Administration, you will find Location ID for your organization, Officer Number for the loan officer and Policy Code for a variable rate policy. Product Code, Call Report Code, Class Code, Collateral Code, Purpose Code, and Risk Code are entered on the Loan Information Report within the Document Data page. Additional codes like Day Base Code and Late Charge Code are on the core interface page.

Where do I find the Loan Information Report?

Within the closing phase, on the Document Data page under the section Transaction Data select Include the Loan Information Report.

How do I complete a session I put on hold?

In Interface Manager, select View All Pending Sessions.