Whether you’re integrating with core banking, building custom apps, or automating document processes, Identifi gives developers the APIs and tools to connect document workflows directly into your existing tech stack.
Resources
Access comprehensive API documentation and get technical support from our development team. Whether you’re exploring applications, documents, document types, entities, OLE, workplans, or schemas, our resources give you the references you need to implement faster.
Design and automate workflows using an intuitive visual interface—no coding required. Map data, set routing rules, automate document movement, send forms for review, collect signatures, and update your core automatically.
Connect to any core banking system with pre-built integrations. Map data, sync documents, and automate updates. Works with Corelation, Jack Henry, FIS, Fiserv, COCC, and more.
Turn online banking into a document hub. Let members securely view statements, tax forms, and notices right inside their banking portal with Identifi handling everything behind the scenes.
Automate document capture for mortgages, consumer loans, and more. Integrate with Encompass, LoanPro, and other LOS platforms to archive with full metadata automatically.
Streamline account onboarding by integrating with MeridianLink, Origence, and more. Collect required documents, track compliance, and move new accounts from application to activation.
Build custom integrations with full programmatic access. Store documents, trigger workflows, and manage metadata—ideal for unique technical needs or in-house development.
We’re core-agnostic and integrate with all major platforms, including Corelation, Jack Henry, FIS, Fiserv, COCC, and others. If you use a core system, we can connect to it.
Not for standard automation. Our No-Code API lets business users build workflows visually. For advanced integrations or unique use cases, developers can build with our full API set.
You’ll find complete API references—including endpoints for applications, documents, metadata, workplans, and more—at demosales.identifi.net/swagger/index.html.
Yes. We provide dedicated sandbox environments with test data, so you can develop and validate integrations safely before they hit production.
All integrations maintain institution-level security with encrypted data transmission, detailed audit trails, and built-in compliance monitoring to support regulatory requirements.
Identifi recognizes and processes virtually any document type—statements, loan documents, tax forms, receipts, signed agreements—and indexes each one with the right metadata for easy retrieval and compliance tracking.
Identifi automatically generates and applies metadata during document capture, indexing, and archiving. You can also map custom metadata fields during integrations to ensure alignment with your institution’s systems.
We integrate with most major LOS and account opening platforms, and our APIs can connect to virtually any system. Contact us to review your specific integration needs.
Yes. Our technical team works directly with your developers during setup, testing, and launch—and we continue supporting you with feature requests, troubleshooting, and best practices.
Timelines depend on scope, but most standard integrations—core, LOS, or online banking—take 2–4 weeks. More complex or custom API work varies by project requirements.
Absolutely. Identifi is designed to serve as the unified hub connecting your core, LOS, online banking, and any other platforms through a single integration layer.
