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How can I integrate or monitor our core banking with SharePoint? RRS feed

  • Question

  • Hi,

    We have core banking that uses SQL Server 2005 and we want to monitor the approved loan applications using SharePoint. Every time a client apply for a loan, an application is filled and registered in the core and then is approve by a manager. We want to be able to know when an application is approved via the core but thought SharePoint using an alert or RSS.  In addition, we want to see a view or report of the approved applications within SharePoint. Is that possible? If so, how?

    We also want to create an appraisal vehicle form using the loan info (client name, loan ID, loan amount, etc.) using MS InfoPath 2010. We have to use the Load ID to pull the Load Info and as the appraisal ID.

    For example:

    In the form, we have the field called Load ID and bottom called “Auto Fill”. When the end user enter the ID and click auto fill the following fields are complete automatically:

    • Client Name:
    • Address:
    • Phone:
    • Loan Amount
    • Etcetera.

    How can we do that?

    Thanks in advanced. 

    Sunday, May 6, 2012 1:06 PM

Answers

  • Hi

    first remark, you should use at least SQL 2005 SP3

    second one, dettach the Db and create a separate, testing env.  -

    After this, in this testing env, you can use SHP server for trial or SHP Foundation which is free

    About your concernes, you can create workflows for your loan requests, in these workflow you can add steps like email sending , customize these emails , and so on

    More about SHP Features, i recommend you the official MS site

    http://sharepoint.microsoft.com

    Regarding workflows, this MS scenario

    http://technet.microsoft.com/en-us/library/ee704556.aspx

    and also bing the net for these terms...

    To resume

    install your testing env : Shp solution + prerequised + SQL server

    create the web app

    create the site collection

    create /config rigths permissions based on domain groups and SHP server groups

    create lists, libraries and other resources for your farm

    create the workflow/workflwos attached to your list/lists

    test the env, and test again


    Romeo Donca, Orange Romania (MCSE, MCTS, CCNA) Please Mark As Answer if my post solves your problem or Vote As Helpful if the post has been helpful for you.


    • Edited by romeo donca Sunday, May 6, 2012 7:31 PM
    • Marked as answer by efebo Friday, May 11, 2012 12:28 PM
    Sunday, May 6, 2012 7:31 PM
  • Hi ,

    Romeo’s suggestion is great if you want to use SharePoint with your SQL server 2005 databases .You need to create SharePoint sites and store all the data in lists or libraries .In this way ,you can monitor the approved loans using SharePoint .

    Based on your description ,you mean that you still want to use the core banking system to approve the loans .If I understand correctly ,you use the application to store the loan information to a SQL Server 2005 table .And you don’t want to store the information as items in a SharePoint list .In this way ,you can use the SQL  Reporting service to create the reports .Use the SQL table as data source .Add a filter to create a report only about the Approved loans .

    As for the InfoPath form ,you can add a data connection to retrieve data  form a SQL server table .Add rules on the AutoFill button to set field values .Set the action as ‘Set a field’s value ’ .Set the field to get value form the column in the SQL Server table .You can also add filter here to get the specific column value .

    For more information ,please refer to this site:

    Using InfoPath 2010 with SQL Server 2008 : http://www.bizsupportonline.net/blog/2011/11/use-infopath-2010-with-sql-server-2008/

    Thanks

    Entan Ming

    TechNet Community Support

    • Marked as answer by efebo Friday, May 11, 2012 12:28 PM
    Thursday, May 10, 2012 3:47 AM

All replies

  • Hi

    first remark, you should use at least SQL 2005 SP3

    second one, dettach the Db and create a separate, testing env.  -

    After this, in this testing env, you can use SHP server for trial or SHP Foundation which is free

    About your concernes, you can create workflows for your loan requests, in these workflow you can add steps like email sending , customize these emails , and so on

    More about SHP Features, i recommend you the official MS site

    http://sharepoint.microsoft.com

    Regarding workflows, this MS scenario

    http://technet.microsoft.com/en-us/library/ee704556.aspx

    and also bing the net for these terms...

    To resume

    install your testing env : Shp solution + prerequised + SQL server

    create the web app

    create the site collection

    create /config rigths permissions based on domain groups and SHP server groups

    create lists, libraries and other resources for your farm

    create the workflow/workflwos attached to your list/lists

    test the env, and test again


    Romeo Donca, Orange Romania (MCSE, MCTS, CCNA) Please Mark As Answer if my post solves your problem or Vote As Helpful if the post has been helpful for you.


    • Edited by romeo donca Sunday, May 6, 2012 7:31 PM
    • Marked as answer by efebo Friday, May 11, 2012 12:28 PM
    Sunday, May 6, 2012 7:31 PM
  • Hi Romeo,

    The Loans are approved using the Core banking.

    Efebo!

    Sunday, May 6, 2012 9:07 PM
  • Hi ,

    Romeo’s suggestion is great if you want to use SharePoint with your SQL server 2005 databases .You need to create SharePoint sites and store all the data in lists or libraries .In this way ,you can monitor the approved loans using SharePoint .

    Based on your description ,you mean that you still want to use the core banking system to approve the loans .If I understand correctly ,you use the application to store the loan information to a SQL Server 2005 table .And you don’t want to store the information as items in a SharePoint list .In this way ,you can use the SQL  Reporting service to create the reports .Use the SQL table as data source .Add a filter to create a report only about the Approved loans .

    As for the InfoPath form ,you can add a data connection to retrieve data  form a SQL server table .Add rules on the AutoFill button to set field values .Set the action as ‘Set a field’s value ’ .Set the field to get value form the column in the SQL Server table .You can also add filter here to get the specific column value .

    For more information ,please refer to this site:

    Using InfoPath 2010 with SQL Server 2008 : http://www.bizsupportonline.net/blog/2011/11/use-infopath-2010-with-sql-server-2008/

    Thanks

    Entan Ming

    TechNet Community Support

    • Marked as answer by efebo Friday, May 11, 2012 12:28 PM
    Thursday, May 10, 2012 3:47 AM
  • Thank you both!
    Friday, May 11, 2012 12:28 PM