Description

Introduction

The Fiserv Nautilus for Developers: Customization and Integration Essentials course is designed for technical professionals and developers who want to extend, customize, and integrate the Fiserv Nautilus ECM platform with other enterprise applications. This course explores the Nautilus API framework, scripting, and configuration tools that enable developers to tailor workflows, automate operations, and seamlessly connect Nautilus with external systems to enhance business efficiency and user experience.

Prerequisites

• Completion of Fiserv Nautilus Fundamentals or equivalent experience

• Familiarity with object-oriented programming (C#, Java, or .NET preferred)

• Basic knowledge of APIs, XML, and web services

• Understanding of enterprise integration concepts

Table of Contents

1. Introduction to Nautilus Development Environment
 1.1 Overview of the Nautilus Developer Architecture
 1.2 Understanding Customization and Integration Capabilities
 1.3 Development Tools and Environment Setup

2. Nautilus APIs and SDK Overview
 2.1 Introduction to Nautilus APIs
 2.2 Working with the Software Development Kit (SDK)
 2.3 Understanding API Authentication and Permissions

3. Customizing the Nautilus User Interface
 3.1 Modifying UI Layouts and Components
 3.2 Creating Custom Menus and Toolbars
 3.3 Branding and UI Enhancements

4. Workflow Customization and Automation
 4.1 Extending Workflow Functionality with Scripting
 4.2 Event Handling and Triggers
 4.3 Integrating External Actions into Workflows

5. Integrating Nautilus with External Systems
 5.1 Web Services and REST API Integrations
 5.2 Connecting Nautilus with Core Banking and ERP Systems
 5.3 Data Exchange and Synchronization Techniques

6. Document Capture and Indexing Customization
 6.1 Custom Capture Scripts and Rules
 6.2 Metadata Mapping and Transformation
 6.3 Integrating Third-Party Capture Tools

7. Security and Access Control in Custom Integrations
 7.1 Implementing Secure API Calls
 7.2 Managing Authentication and Authorization
 7.3 Protecting Sensitive Data During Integration

8. Testing, Debugging, and Deployment
 8.1 Best Practices for Development Testing
 8.2 Troubleshooting Common Integration Issues
 8.3 Deployment and Version Management

9. Performance Optimization and Maintenance
 9.1 Optimizing API Calls and Custom Scripts
 9.2 Monitoring Integration Health
 9.3 Maintaining Custom Code and Updates

10. Real-World Use Cases and Best Practices
 10.1 Custom Integration Scenarios in Financial Institutions
 10.2 Enhancing User Experience through Automation
 10.3 Developer Tips for Sustainable Customization

The Fiserv Nautilus for Developers: Customization and Integration Essentials course empowers developers to unlock the full potential of the Nautilus ECM platform through effective customization and seamless integration. By mastering Nautilus APIs, scripting, and workflow extensions, participants can create tailored solutions that align with business goals, improve operational efficiency, and deliver enhanced value across the enterprise.