Encompass Consumer Connect SSO Binding Non-Borrower Owners

Details:

Point of Sale (POS) Applications have a need to bind Non-Borrower Owner Contacts in the File Contacts. This is so they can create a Loan Access Token (LAT). The LAT is used to negotiate authentication to the Borrower Portal Widget embedded on the POS’ website for a Borrower that has been authenticated on the POS’ Independent Provider (IdP).

Solution Details:

Steps:

  1. Open Encompass Smart Client
  2. Open a Loan
  3. Go to Tools
  4. Go to File Contacts
  5. Add a Non-Borrower File Contact–Ensure you add an email address and First and Last Name
  6. Save the Loan
  7. Copy the Loan Guid
  8. Open PostMan
  9. Get the Loan using {{API_SERVER}}/encompass/v3/loans/{{LoanID}}
  10. Search for the Entity collection “nonBorrowingOwners”:
  11. Copy the legacyId
  12. Execute {{API_SERVER}}/encompass/v0.9/tokens?bindingOnly=true
  13. Verb: POST
  14. Body:
  15.    “contacts”:[
    {
    “uuid”: “urn:elli:encompass:BE##########:site:##########:user:AAAAAAAAAAA”,
    “borrowerId”: “22440ebf-40bc-49fb-8fe3-081145b101ff”,  //This is going to be the legacyId from the Get Loan Result
    “contactType”: “NonBorrowingOwner”,
    “email”: “john.crews@ice.com“, //Must have the correct email address
    “name”: “First Last”, //Must have the correct First and Last name
    “recipientId”: “e0d2e45f-417c-4713-89a1-f98c7a0ac93a”
    }
    ],
    “loanId”: “{{LoanGuid}}”
    }

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