Post date: Dec 03, 2015 3:18:14 PM
ComputerShare offers a document imaging system called Global Viewpoint ("GV"). Quandis offers an IFileObject-based plugin that wraps GV so documents can be listed and read, as well as an IService-based plugin to wraps GV so documents can be 'synched'.
IFileObject Usage
GV does not mimic "file paths", so the IFileObject API implementation is a bit out of the ordinary. Key GV concepts to understand include:
Each document has a UniqueId, which is mapped by QBO to Attachment.PathURL
e.g. instead of "Loan/12345/Loan Application.pdf", the PathURL will be something like "3b13c81093594c03a2151b6fa5986e59"
The IFileObject/List method ignores the path parameter, but maps the pattern parameter to various GV search criteria
e.g. typical one would call List("Loan/12345/", "*.*", 0) to search for all documents in the folder Loan/12345
e.g. for GV, we call List(null, "Loan=12345", 0) to search for all documents associated with Loan 12345
e.g. for GV, we call List(null, "Loan=12345&Classification=VAL003", 0) to search for all valuations for Loan 12345
the possible GV classification codes depend on the GV installation, and are beyond the scope of this post. Contact GV support for your classification codes
e.g. for GV, we call List(null, "Loan=12345&UploadDate=1/1/2015", 0) to limit documents returned to those uploaded after 1/1/2015.
supported GV search criteria include: Loan, Classification, UploadDate. Other criteria can be added by extending the GlobalViewpointFile/List method.
IService Usage
GV clients have a use case that involves 'copying' a subset of GV documents for a given loan to the QBO Attachment table. The subset of loans is determined by GV's Classification code. The IService plugin does two things:
Checks the Attachment table to determine the most recently copied GV file, and
Calls IFileObject/List to retrieve all matching documents uploaded after the last sync
Example method signatures:
Sync GV valuation documents for a given loan: SLSLoan/GVSync?SLSLoan=12345&Classification=VAL003
Sync GV documents added since 1/1/2015: SLSLoan/GVSync?SLSLoan=12345&UploadDate=1/1/2015
Sync GV VAL and CORE documents and uploaded since 1/1/2016: SLSLoan/GVSync?SLSLoan=12345&Classification=VAL003,COR023&UploadDate=1/1/2016