API Lookup

Current Functionality:

The application currently supports only DB/CSV/XML data lookups, which are included in the template.

Enhancement:

The application has been significantly enhanced with a new API Look-up feature, empowering users to dynamically retrieve and capture relevant data objects from payload structures within Template layouts using configurable API calls.

With the API look-up feature, users can leverage REST-based API configurations, defining API URL, method type, authentication mode, content type, request payload, response payload, and data object mapping. This flexibility allows users to configure multiple API lookups based on conditions or defaults, enabling seamless integration of payload data into output layouts.

In addition to CSV, DB, and XML lookup capabilities, the API Look-up feature broadens data retrieval options by allowing users to pull customer data from external sources while maintaining primary source data. This functionality improves data accessibility and integration, addressing various data retrieval requirements within the application.

Benefits:

• Dynamic Data Retrieval: The API Look-up feature retrieves dynamic data objects from payload structures within Template layouts, allowing users to extract specific information based on configurable API calls.

• Multiple Look-up Configurations: The feature supports multiple API look-up configurations based on conditions or defaults, making it easier to retrieve complex data and integrate payload data into output layouts.

• Seamless Data Integration: By leveraging API Look-up capabilities, users can seamlessly integrate payload data into PDF output layouts, streamlining data presentation and enhancing statement generation processes.

• Automation and Efficiency: Dynamic data retrieval speeds up implementation, automates data integration, and improves operational efficiency within the application.