Idox - Uniform Licensing
The Idox Uniform Licensing integration allows Licensing Applications to be raised in Uniform using data from Jadu Connect cases. At the point that a Licensing Application is created, information from the Application can also be pulled back and stored in fields on the associated Jadu Connect case.
The Idox Uniform integration requires Jadu Hub Integration Server (HUBis). Please contact us for more information.
Currently, the integration has only been tested against version 10 of Uniform.
Limitations
- The following Licensing Application types are supported:
- New applications
- Transfers and variations
- Renewals
- Currently only one-way integration is possible; updates made to the Licensing Application directly in Uniform would not be pushed back to Jadu Connect.
- Licensing Applications can be created, but cannot be updated.
General settings
On the General tab you can enable / disable the integration with the Uniform Licensing Connector, and configure its settings.
When you save the settings, with the integration enabled, Jadu Connect will attempt to connect to Uniform in order to verify the settings.
If the connection fails, the settings will not be saved, and an error message detailing the reason for the failed connection will be displayed.
- Remove existing applicants and agents from renewal and variation licences - enabling this prevents Uniform from copying existing applicant or agent details from referenced applications.
- Connection timeout - the number of seconds to await a response from the Uniform server. Defaults to 30.
Valid values for these settings will have been configured when the integration was initially set up in HUBis so they may not need to be changed when enabling the integration.
References
A Reference is a special type of field used to store a Licensing Application reference number against a case. When creating a mapping template, the reference which the template applies to must be selected.
Mapping templates
A Mapping template is a set of mappings which define the data to be passed between Jadu Connect and Uniform when creating Licensing Applications.
After giving your mapping template a name, you must select the type. Any of the following mapping templates can be created:
Outgoing
Defines the fields to be populated when creating a Licensing Application.
- Submit a licence for transfer or variation
- Submit a licensing application for renewal
- Submit a new licensing application
Incoming
Defines the Licensing Application data which should be pulled back from Uniform and stored on the Jadu Connect case, following a create action instigated by Jadu Connect.
- License application for transfer or variation
- Licensing application for renewal
- New licensing application
Finally you must complete the mappings.
In the first row of the mappings you must select which Reference the template applies to. For Submit Licensing Application templates, this means that the reference number for the new Licensing Application will be stored in this Reference. For incoming templates, this means that the template would be applied following a create action linked to this Reference.
The subsequent rows are field mappings. You can add as many mappings as you wish by clicking the Add Another button.
The following type of data can be used from the Jadu Connect case:
- Case field values
- Case dates
- Linked Person details
- Linked Address details
You can also configure a manual text mapping, if the value of the Licensing Application field should be the same each time that mapping template is used.
Outgoing mapping templates are applied via rules, using the Apply integration action.
Incoming mapping templates are applied as a result of a Submit Licensing Application mapping template being applied. All incoming mapping templates for the applicable Reference will be applied.
Since integrations are run as background tasks and will be retried in the case of any connectivity failure, it is likely that any subsequent rule actions (e.g. sending an email) will be performed before the Licensing Application has been created in Uniform. This should therefore be accounted for when designing workflows.
Log
The integration log provides a summary of case integration actions that have occurred; including where Licensing Applications have been successfully created, and where Licensing Applications have failed to be created (including the reason for the failure, if known). The log also details any validation failures when creating the Licensing Application, or when updating the case with values from the Licensing Application. Reviewing the integration log can help to identify incorrect mappings, or areas where validation during data capture are insufficient.
Where an action has failed due to a connection issue or other intermittent error, it will be retried up to a maximum of fifteen times. If the integration has failed due to a validation error (e.g. due to an invalid mapping value), it will not be retried.
