Overview - Automating Workflows & API Integrations
Responding to subpoenas, levies, garnishments, and other types of served documents can be a highly manual process. For example, when you receive a subpoena, without an automated lookup, a user must manually search databases to determine if there is a match. Integrating with financial core systems, data warehouses, and reporting engines streamlines and automates workflows, reduces data entry, improves reporting and compliance, and enhances operational efficiency.
For example, financial institutions that implemented Safari's ServePort Intake Manager product to receive levies electronically, and have Safari's standard subject search and account lookup integrations, can fully automate the workflow when responding with "No customer" or "No funds." In other words, a levy can be received, analyzed, and a response sent to the agency without any human intervention!
How does Safari enable integrations? Safari is built on an API-centric architecture, enabling seamless communication between Safari and your company's systems, allowing them to exchange data and functionalities. APIs provide robust authentication and authorization mechanisms to control access and ensure data security, and ensures that integrations adhere to security policies and data protection regulations.
Safari offers two types of integrations: standard workflow integrations and custom integrations.
Standard Workflow Integrations
Safari has pre-built an infrastructure to simplify the rollout of the following three integrations:
- Subject/Debtor Search: Automatically search for subjects or debtors using taxpayer ID, name, or alias, returning detailed reports and preserving audit history.
- Account & ACH Transactions Lookup: Retrieve account balances and ACH transactions to identify exempt funds, providing comprehensive reports and audit history.
- Seizing/Releasing Funds & Charging Processing Fee: Automate the seizing and releasing of funds and charging processing fees for levies and court orders.
For more information, download our Safari SOP Support Guide to Workflow Automation with Core System Integration (link below).
APIs for Custom Integration
Below are some examples of how you can Safari's APIs can be used to address other workflows and needs:
- Your company can create an internal form on your network to gather information and documents served manually, which can automatically create a Request in Safari with the Request attachment.
- If your company is using Safari to intake and triage all served documents, you can use APIs to feed any document you need to send to another team or system (e.g., wage garnishments going to the HR system) directly into those systems.
- If your company only wants to use Safari to deliver responsive documents and invoicing, you can set up an API feed from an existing system into Safari, pushing documents and data necessary to open the SecureShare portal.
- You company can send data on a daily or other scheduled basis to a reporting engine or other database. For example, some financial institutions are automating a feed of data for BSA/AML analysis.
Creating and testing APIs is generally done by your IT team, a third-party consultant, and by contracting with Safari.
If your IT team would like to experiment with Safari’s APIs, you can engage Safari to set u sandbox site for your IT team. Please
reach out to your Customer Success Manager at customer-engagement@safarilaw.com to start the conversation.
Safari organizes the API around
REST. Our API has predictable resource-oriented URLs, accepts form-encoded request bodies, returns JSON-encoded responses, and uses standard HTTP response codes, authentication, and verbs.
If Safari has set up a sandbox site for your company, you can experiment with the Safari APIs. View the APIs for a sandbox site here:
https://developer.safarisop.com/