Automate downstream processing in DocuSign.

Through countless conversations with partners we’ve realized that there are several shared problems when it comes to integrations:

  Customers use a variety of banking cores/systems and integrations need to be rebuilt for each one.

  Network architectures are convoluted.

  Integration payload specifications undergo changes.

  There are slow feedback cycles when it comes to working with the business units and different employees within a project.

  Managing updates to systems.

  Internal builds require ongoing maintenance and documentation at the cost of developer hours.

  Customers almost always want custom extensions and integrations to fit their business logic.

Sandbox Banking has solved all of these problems for our partners by:

Having a Standard API template that can be reused across Banking Systems

Handle complexities involved in dealing with a bank or credit union’s underlying network infrastructure

Handle complex financial services integrations that involve custom logic, multiple services, or orchestration

Dealing with changing integration specifications during implementation

Demoing fintech integration benefits to a growing list of banks and credit unions

Capturing data and signatures from outbound envelopes via core banking systems, Loan Origination System (LOS), or Customer Relationship Management (CRM) systems can be cumbersome. Glyue™ automates downstream processes upon completion of the document in DocuSign with efficient and defined automated workflows that simplify processes and ensure proper data transfers. 

4 things DocuSign and Sandbox Banking bring to the table for banks and credit unions:

Imagine opening up new technologies to consumer and business account holders— and augmenting operations—without changing your core.

  1. Real time updates: Increase operational efficiency by enabling automated real-time updates directly from DocuSign envelopes.
  2. Instant document movement: Instantaneously move completed and signed documents to file storage systems.
  3. Streamlined signatures: Offer a streamlined signature experience by pre-filling envelope fields with data from multiple applications (CRM, LOS, etc.).
  4. Faster services: Increase overall velocity of financial services that require DocuSign, ultimately improving the customer experience.

Watch how Glyue™ simplifies integrations into DocuSign.

Automate real-time updates and services from data captured in PowerForms and envelopes.

Enable file movement with corresponding metadata directly from DocuSign into file storage systems.

Pre-fill extensive DocuSign envelopes with data directly from the CRM, LOS, and core banking system.

Build integrations that fuel connectivity and accelerate business, like these:

Automate downstream processing

Stored signed agreements in OnBase using DocuSign’s Maestro platform and Glyue™

Archive signed documents in Fiserv Nautilus ECM via DocuSign’s Maestro platform and Glyue™

Automate your Jack Henry Symitar core processes with DocuSign’s Maestro platform and Glyue™

Trigger workflows from DocuSign’s Maestro platform with data from nCino LOS and Glyue™

How it works

Envelope data is captured from the member/signer and sent to DocuSign

Upon envelope completion, DocuSign processes and sends the envelope data to Glyue™ via webhook

Glyue™ receives the envelope data, and triggers corresponding workflows based on envelope type/template

Glyue™ retrieves the completed document files and moves them into document storage (FCM, Synergy, etc.)

Loan Origination Systems (LOS)

Customer updates, account updates, applications, etc.

Core Banking Systems

Customer updates, account updates, automatic payment setup, add relationship, etc.

Customer Relationship Management (CRM)

Customer updates, account updates, applications, etc.

Ready to start your journey?