Introduction

The Fiserv DocPlus API and Custom Development: Extending Capabilities course is designed for developers, IT professionals, and system integrators who want to extend the functionality of the DocPlus platform. Participants will learn how to use DocPlus APIs and development tools to create custom applications, automate workflows, and integrate the platform with other enterprise systems, enhancing operational efficiency and business agility.

Prerequisites

• Completion of Fiserv DocPlus Fundamentals and/or DocPlus Administration

• Familiarity with programming concepts, APIs (REST/SOAP), and web services

• Basic understanding of enterprise workflows and document management processes

Table of Contents

1. Introduction to DocPlus API and Custom Development
 1.1 Overview of APIs and Development Capabilities
 1.2 Benefits of Extending DocPlus Functionality
 1.3 Key Tools, SDKs, and Developer Resources

2. Understanding DocPlus API Architecture
 2.1 REST and SOAP APIs Overview
 2.2 Authentication, Authorization, and Security
 2.3 API Rate Limits and Best Practices

3. Setting Up the Development Environment
 3.1 Installing SDKs and Development Tools
 3.2 Configuring Access to Test Environments
 3.3 Navigating API Documentation and Sample Code

4. Data Integration and Synchronization
 4.1 Connecting DocPlus to ERP, CRM, and Core Banking Systems
 4.2 Handling Data Transformation and Validation
 4.3 Ensuring Data Consistency and Accuracy

5. Automating Workflows via APIs
 5.1 Triggering Workflow Actions Programmatically
 5.2 Event Handling and Custom Business Logic
 5.3 Monitoring and Logging API-Driven Workflows

6. Custom Application Development
 6.1 Building Applications to Extend DocPlus Functionality
 6.2 Integrating Custom Applications with DocPlus Workflows
 6.3 Testing and Debugging Custom Applications

7. Security and Compliance Considerations
 7.1 Securing API Calls and Data Transfers
 7.2 Managing Access Controls and Permissions
 7.3 Maintaining Audit Trails for Compliance

8. Performance Optimization and Troubleshooting
 8.1 Monitoring API Usage and Performance Metrics
 8.2 Identifying Bottlenecks and Errors
 8.3 Optimizing API Calls for Efficiency

9. Best Practices and Case Studies
 9.1 Lessons from Real-World Integrations and Customizations
 9.2 Ensuring Scalability, Reliability, and Security
 9.3 Continuous Improvement of Development Solutions

The Fiserv DocPlus API and Custom Development: Extending Capabilities course equips participants to build custom solutions, integrate systems, and automate workflows effectively. By mastering APIs and development tools, organizations can extend DocPlus functionality, improve operational efficiency, and deliver tailored solutions to meet evolving business needs.