Q2 Integration

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Narmi’s integration with Q2 allows users to seamlessly create an account through Narmi’s Account Opening (AO) product and then be able to enroll directly with Q2’s digital banking platform with pre-filled information. This feature is relevant only if your institution uses Narmi’s AO product and Q2’s digital banking product.

Enrollment Flow Steps

  1. The user proceeds through the Narmi CAO flow and submits their application.

  2. The user’s application is approved and the user clicks the Enroll in banking button.

  3. The user is taken to Q2’s enrollment page, where the info they entered in AO will be auto-populated.

  4. The user verifies that all the info captured is accurate and finishes enrolling in their DB account in Q2.

Setup Instructions

If your institution would like to set up this integration between Narmi and Q2, please contact your Narmi Relationship Manager.

Testing Information

The Narmi team will partner with your institution to thoroughly test the integration and ensure all possible scenarios are functioning as expected. Additional information will be provided during testing, but at a high level, the scenarios below will be tested:

Successful Paths

  1. AO Applicant who has been auto-approved can enroll directly in Q2 DB.

  2. AO Applicant who was manually reviewed/approved can enroll directly in Q2 DB.

Unsuccessful Paths

  1. Applicant enters an invalid username.

  2. Enrollment request to Q2 fails.

Narmi Configuration

The Narmi team will handle these steps below:

Consumer Enrollment

  1. Set Third Party Auto Enrollment to true  [default is false].

  2. Set Account Application Approved New Account Holder Enroll URL with FI Q2 link.

    1. example: https://secure.[FIname].bank/[FIname]/sdk/AutoEnrollmentE2E

  3. Set Consumer Account Application Approved Existing Account Holder Enroll URL with FI Q2 link.

    1. example: https://secure.[FIname].bank/[FIname]/uux.aspx#/login

  4. Configure Third Party Auto Enrollment Form Configuration setting for specific fields.

Business Enrollment

  1. Set Third Party Auto Enrollment to true  [default is false].

  2. Set Account Application Approved New Organization Enroll URL with FI Q2 link.

    1. example: https://secure.[FIname].bank/[FIname]/sdk/AutoEnrollmentE2E

  3. Set Business Account Application Approved Existing Account Holder Enroll URL with FI Q2 link.

    1. example: https://secure.[FIname].bank/[FIname]/uux.aspx#/login

  4. Configure Third Party Auto Enrollment Form Configuration setting for specific fields.

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