WeDid: Sage Saleslogix and Avantgard Integrity Integration

Challenges

The client is using SalesLogix to handle credit/loan deals. When the deals are approved, the deal (and the deal related information) need to be in return track in the Sungard Avantgard Integrity system

 

Solution

slx_integrity

 

Purpose To sync approved deals from Saleslogix into Avantgard Integrity system.
Applications Sage SalesLogix CRM
Sungard Avantgard Integrity
Versions SalesLogix On-Premise version 8.0.0
Integrity Version 8.4.1
Tool Boomi
Information SalesLogix Deal Roles > Integrity Counter Party
SalesLogix Deal Roles > Integrity BU Exposure Limit
SalesLogix Deal > Integrity Agreement
SalesLogix Deal > Integrity Facility
SalesLogix Deal Tranches and Fees > Integrity Tranche, Fee and Covenant
Data Formats JSON and XML
Volumes ~100/day
Process When a SalesLogix Deal (Custom) is approved, it in return creates an agreement in Integrity. All children information from deal such as contact roles, tranches and fees will create a corresponding Integrity record respectively as well.
Schedule Every 2 minutes
Complexity Medium