Angle Finance Setup: Interface

Interface

Use the Angle Interface to submit a credit application to Angle Auto Finance (https://www.angleauto.com.au/) for a Novated quote in the system .

Applications are created in the Quotes / Finance tab with the Apply button.

Catch-e fields are mapped to specified Angle Interface fields to enable this.

Note that the driver's Assets and Liabilities need to be entered in the Drivers / Assets & Liabilities tab for use in this application process.

Apply Button

The ** / ** button will only become available to you if the following conditions are met:

1. The Angle Interface is set-up in your system.
2. You have been given access by your System Administrator
3. Quotes / Contract Type Code / Group is 'Novated'
4. Quotes / Contract "Driver ID" is populated (I.e. the quote is linked to a driver)
5. Quotes / Finance "Financier" is set-up with Suppliers / Account "Interface Type" = 'angle'

Application Outcomes and Troubleshooting

When you click on the ** / ** button, checks are done and you may see alerts.
Check the "Application Status" field and then the Quotes / Events to see what the result of your application is.
See below for the various outcomes and troubleshooting steps each outcome requires.

• 'Field X' must not be empty. — There is data that must be populated in the system that is missing. No application was made to Angle Finance. Go to Missing Data to see a list of documented issues and how to fix them.
• Invalid 'Field X', the value must be one of the list of allowed values provided. Please contact IT support team. — The application did not pass the initial validations. No application was made to Angle Auto Finance. Go to Mapping Errors to see these messages and how to fix them Angle Finance Create Application failed angleFinanceInternalServiceErrorException Server Error Reason for issue is unknown. Contact Angle Auto Finance Angle Finance Create Application failed invalidOriginator Originator is not selected Failed Failed Quotes / Finance "Originator" is blank. Select the originator and try again.

Angle Application Event and PDF

If an application has been passed to Angle, the response and the Request will be recorded in a quote event. This is the type 'Angle Application'.

If the application has initially failed, there will be multiple events created. One for each time the application is sent and a response returned from Angle Finance.

Each event has a PDF attachment that contains the response. Use the PDF information to help diagnose issues when an application fails.
The attachment contains

1. Summary Details - shows the quote application information and statuses. This will contain the 'Application Id' if it has been successful.
2. Response
3. Successful - shows the 'Application Id'
4. Failed or partially sucessfull - shows a list of errors related to the submission
5. Request - the content of the JSON file submitted to Angle Finance.

Interface Setup

Use the Angle Interface to submit a credit application to Angle Auto Finance (https://www.angleauto.com.au/) for a Novated quote in the system.

Applications are created in the Quotes / Finance tab using the Apply button and may be updated using the Resubmit button.

This page summarises the various flags and tables within Catch-e that need to be set-up and populated with data to enable the Angle Interface.
Contact your Account Manager to help you implement this interface.

Get an Angle API Account

The Angle Interface needs to be set-up by arrangement with Angle Auto Finance and Catch-e.

The steps are shown below.

1. Contact your Relationship Manager at Angle Auto Finance to request API credentials.
2. Angle Auto Finance will send account and credential to you and Catch-e within 3 business days.
3. Catch-e will set-up an account in Staging for you to UAT and will advise you and your Angle Auto Finance Relationship Manager.
4. Contact Catch-e to confirm UAT is complete and ready for Live.
5. Catch-e will configure your Live system and confirm when it is ready for use.

Supplier / Financier Settings

Visit the Financier page and follow the general steps required to set-up a financier.

Points of note are:

Interface Type

Suppliers / Account "Interface Type" - set as 'angle'.

Financier Posting Map Defaults

Process page: Create default quote fees for a Financier by Contract Type

1. Enter the default fees and preferences in the Setup / Reference Data 'qtfinancierpostingmapdefaults' table
2. If a 'Account Keeping Fee Novated' is being charged, you will need to populate this table
3. Store the GST Exclusive value of the fee in the "Fee" field.
4. Quotes are validated against Angle's stored fee on application.
5. A Failed message will be returned if the fee does does not match Angle's set fee.

User Signons

Each user must be set up to enable them to submit an Angle Auto Finance application.
To set up each user,

1. Enter their 'User Login' in the System / Users screen.
2. Go to "Logins" tab.
3. Populate fields as shown below.

Credentials

Angle may supply the required credentials to you directly, or to Catch-e on your behalf.

The details of how to set-up the credentials are documented below.

You can set these up yourselves, or you can ask your Account Manager to assist.

Originator Record

The records below are stored in as standard entries.

An 'Originator' must be selected from the Quotes / Finance Finance Application "Originator" field drop list.

Angle Auto Finance will provide Program Details to you. This will be used to set up the originator records.

Use the Import Table Data feature to upload your originator records or your Account Manager can set this up for you.
The required upload file details are described below.

Global Controls)

| qt | angleapicredentials | Store credentials supplied by Angle Interface Setup here. These details must be populated and are encrypted. If you experience interface connectivity issues, confirm these credentials with your Angle Auto Finance Account Manager first. If the issues cannot be resolved with Angle Auto Finance, then contact Catch-e for assistance. | | | Path | Staging:

https://live.uat.api.services.angleauto.com.au/nli/v2.0

| Api Key | | | |
| qt | angleoauthcredentials | Store oauth credentials supplied by Angle Finance here. All fields must be populated and are encrypted. If you experience interface connectivity issues, confirm these credentials with your Angle Auto Finance Relationship Manager first. If the issues cannot be resolved with Angle Auto Finance, then contact Catch-e for assistance. | | | Path | Staging:

https://login.microsoftonline.com/c26f31b3-b539-4fea-af9f-0673a4291ed0/oauth2/v2.0/token

| Client Id | * | | | | Scope | Staging:

https://nli.uat.api.angleauto.com.au/.default

| Client Secret | * | | | | Grant Type | Staging:

client_credentials

Review Interface Mappings

There are a number of fields where the choices available in Catch-e are not an exact match for the choices in the Angle system.

In these cases, translation records have been created to manage this.

This enable valid selections to be used in the application with the name used in the Angle system.

For example, the Insurer Name set up in Catch-e is 'ABC Insurance', the value Angle requires is 'ABC'.

The translation tables contains a default set of records that are known to meet Angle requirements at the time this interface was developed.

Go to the Angle Mapping page for more details.

The table below shows the default mappings in the system.

Set-up Queries for Catch-e Staff

## Selections and data checksselect * from gb_controls where name LIKE '%data_source_default%'; # Check if client is using Glasses or RedBook dataselect * from fm_suppliers where interface_type = 'angle'; # One record or modify query belowselect * from gb_originators;select * from gb_unique_ids where table_name = 'gb_originators';START TRANSACTION;## Unique Selectionsselect @originator_id := unique_id from gb_unique_ids where table_name = 'gb_originators';select @supplier_id := supplier_id from fm_suppliers where interface_type = 'angle';select @originator_code := 'client number'; # Up to 10 charactersselect @user_code := 'client application'; # Up to 10 charactersselect @originator_description := 'Program Name'; # Up to 50 characters;## Create New originatorINSERT INTO gb_originators (originator_id, supplier_id, originator_code, user_code, description)VALUES (@originator_id, @supplier_id, @originator_code, @user_code, @originator_description);SELECT @next_id := MAX(originator_id) + 1 from gb_originators;REPLACE INTO gb_unique_ids VALUES('gb_originators', @next_id);COMMIT;## Reveiw new recordselect s.supplier_code, s.name, o.originator_code as 'client number', o.user_code as 'client application', o.description as 'Program Name'from gb_originators as oinner join fm_suppliers as s on s.supplier_id = o.supplier_id and s.interface_type = 'angle';