Banno (Jack Henry)

Prerequisites

Requirement	Description
Banno People Account	You must have access to the Banno People administrative dashboard to configure this integration.
Extole Account	You must have an active Extole subscription to use this integration.
Branded Program Domain	You must have a branded program domain (share.yourcompany.com) which can be created via a simple CNAME. Instructions here.

Before your Start

Configure your Extole Campaign

Submit a request to your Extole team to add the jh microsite and mini microsite zones to your Extole campaign. Then configure the mini micrositezone that was added to your your Extole campaign to match your branding (this is the zone that the Banno dashboard card will pull content from.)

Configure the Extole plugin in the Banno People app

Configure an External Application in the Banno People app

Follow the instructions here to add a new External Application to your Banno People account. Use the following values for the configuration:

Field	Value
Name	Refer a Friend
Partner	Extole
Require PKCE	Checked
Link Type	PluginCard
Redirect URI	Enter the following URLs, but replace the `refer.brand.com` portion of the URL with your Branded Program Domain, which can be found in Extole's tech center. `https://refer.brand.com/authenticate` `https://refer.brand.com/zones/jh-microsite` `https://refer.brand.com/zones/mini-microsite` `https://refer.brand.com/zones/microsite`

Configure Second Application for Full-Screen Experience (Optional)

You can configure a second Application for a full screen Experience accessible within the sidebar. It will be the same configuration as above but with a Link Type of Rewards

Additional Scopes and Claims to be Added to Token (Optional)

By Default, Extole will make a request for the following scopes:

openid
email
profile
https://api.banno.com/consumer/auth/user.profile.readonly

Extole will request the following claims within the ID Token:

given_name
family_name
email

If additional claims are needed to be added (ex: customer_identifier to support non-email identifiers), work with your Extole team to ensure these are requested and then ensure they are checked as allowed to be requested in your External Application. Information on available scopes and claims can be found here.

Configure your Dashboard in the Banno People app

Follow the instructions here to add a new Plugin. Use the following values as starting points:

Field	Value
Title	Refer and Earn
Initial Height	535
Icon	dollar-sign
External Application	Refer a Friend

Set Up Card Action (Optional)

If you configured a Full-Screen Experience application above, configure the card action to load that application instead of the default action.

Configure a Webhook in the Extole platform

Create Webhook Key

Navigate to the Security Center in the Extole platform and select + New Key
Enter Banno Consumer API as the Key Name
Select Webhook as the Key Type
Select PASSWORD as the algorithm type
Copy your Client ID from the Banno People dashboard and paste it in the Partner Key ID field
Copy your Client Secret from the Banno People dashboard and paste it in the Key field
Click Create Key

Create Webhook

Navigate to the Tech Center > Outbound Webhooks in the Extole platform
Select + New Webhook
Enter Banno Webhook as the name
Select Generic as the Type
Copy the Consumer API URL from your External Application in the Banno People Dashboard and paste it in the URL field
Select POST as the Default Method
Click Save and reach out to your Extole team to have them review and finalize the configuration

Considerations

Testing in Staging

If your staging environment is managed in a separate Banno People instance, you'll need to create a separate external application in your Banno People staging instance, along with a seperate webhook configuration in the Extole platform.

Connect your Account Opening and Core Systems

The Extole and Banno integration enables the advocate experience of your referral program in mobile and online banking. To enable automated referral tracking and rewarding, you'll need to connect your account opening and core banking systems with one or a combination of Extole's File System, Rest APIs, Webhooks, and Javascript SDK.