SOP-Metrodata Services

Pre-requisites:

• Confirm in Salesforce that both the MOU and Active API Subscription exist

AMP Automation tasks:

1. Identity → Add Tenant to Bold Partner
   • partnerName = metrodata
2. Webhooks → Add AMP Code to Partner
   • partnerName = metrodataprod

Communication:

• CC Metrodata Implementation Support (contact info on their Owl Nation page)
• CC Gio at Levare (contact info on their Owl Nation page)
  • Note: Levare is acting as the dev resources for this integration

Follow-up action:

• Ask CI Metrodata for the client's background check package names. See below for next steps.

Add the following information to two locations:

Metrodata's SharePoint folder  → Update the document "Client " with tenant information.

Levare's SharePoint folder → Find the file "Metrodata" → Update the document "Metrodata Creds and Tenants" with tenant information→Update the document “Metadata Packages” with client package names.

Information to add to both Levare and Metrodata:

1. Client Name
2. Client Tenant
3. Front Office ID

 Information to add to Client Package file under Levare → Find the file "metrodata”

Complete list of background screening packages.

 Information to add to file Creds and Tenants under Levare → Find the file "Metrodata

List of Client tenant information

Note: Both teams need this information since Levare is the middleware/dev team making the API calls.

• Adds nomination stage in Bold > Table Editor > Job > Nominate Stages
  • Enter Item ="Submit Background Check"
  • Select Item Type = "General"
  • Enter order = 0
  • Mgr View = Unchecked

1. Use Macro "Creds in Secure SharePoint" to notify Metrodata of creds
2. Use Macro "Metrodata Services Set up Integration Complete"
3. Close ticket

Advises Levare that the integration is set up

Provides Levare with the package names

Test new integration in Client Prod

Train Client On Product and Integration