Overview
Flueid is an independent technology company on a mission to make the rigid real estate process more fluid – fueling transactions with data and insights to make them easily flow from start to finish. The company’s patented SaaS platform, Flueid Decision, front-loads underwriter-backed title clearance decisions and actionable insights at the start of the title production process for the cleanest and fastest product.
| Contact: | (888) 835-8343 hi@flueid.com |
| Website: | https://www.flueid.com/ |
| Time/Cost: | Varies |
| Resware: | Varies |
Webinar Demo
Setup
This job aid demonstrates how to setup and use the Flueid integration. Flueid takes traditional data, processes, and best practices and digitizes them for faster, more confident decision-making. They connect every milestone and serve as the intel needed for their clients to deliver a definitive closing timeline and a more on-demand real estate experience for users.
Begin here: Contact Flueid for further information or to register for services at hi@flueid.com. Inform Flueid that the account will be for a Resware integration. Account information will be provided, including the OfficeID, ClientID, and URL to access services.
Next: Follow the setup steps in this job aid. The account information provided by and sent to Flueid will be needed to complete these steps.
Next: The following information will need to be provided to Flueid to complete the integration set up:
- The Resware API URL
- The Flueid partner employee email, username, password
- The following IDs:
- DocumentTypeIDs
- Flueid Decision Document
- Flueid Decision Document Image
- Flueid Decision Error Messages
- Flueid Decision JSON Payload
- CoordinatorID (optional, used when a person within Resware needs to be notified when documents are added to the file
- ActionEventIDs:
- Decision Result – Fast
- Decision Result – Acc + Consumer
- Decision Result – Acc + Property
- Decision Result – Traditional
- Decision Result – Manual
- Decision Result – Undefined (this is a rare event when something is wrong with the submitted order)
- DocumentTypeIDs
Next: Contact the Resware customer success team at support@resware.qualia.com to assist with the necessary bindings and endpoints for successful transmission between Resware and Flueid. Provide the SystemID for the partner created for this integration.
Then: Test
Version History
| Version | Date | ID | Description |
| Pre 9.13 | 07/26/2022 | | Instructions and screenshots created. |
Enable Office Option
Admin/General Setup/Offices
Highlight the office using this integration and click Edit.
Select the Web Services tab and enable the Enable Resware to Resware Order Submission office option.
Create a Flueid Partner
Admin/Partners
- Click New.
- Enter a Company Name as Flueid.
- Enter the partner’s information and set the Partner Type to Client.
- Click Add, Save.
- Search for and highlight the newly created partner in the Administer Partners panel, then click Edit.
- In the Partner-type Specific Data area, click the Client Products button.
- Ensure the product types appropriate for the integration are added to this new partner.
- Click Save, Save, Close.
Create a Partner Employee
Admin/Partners
- Highlight the partner created above and click New in the partner employee area.
- Enter a First Name.
- Enter an Email Address.
- Select the appropriate Time Zone.
- Ensure Attachments is selected in the Send Documents As area.
- In the Office Access area, check Access for the offices where services will be provided. Optionally, check Default if an office will be the primary office.
- Check Primary Contact, which will default this employee to the primary contact when the partner is added to the file.
- Check Enabled in the Website Access area, which allows the web/API services to be utilized.
- If the Username doesn’t match the email address of the configured contact, click Override Username and enter the Username.
- Click Generate to populate a Password. This will ensure company-specific password requirements are met. Write down this password to use in the validation step.
- These are the credentials Flueid Decision will use to call Resware back with a note, attached decision PDF with document images, and Resware action events.
- In the Website Roles area, enable Web Services: Add Documents and Web Services: Add Notes.
- Click Save.
Password Validation
WEBSITE
After a password is set or reset for a partner employee, the employee is required to enter a new password the next time they access the website. To ensure this integration is set up correctly, log into the company’s Resware website with the username and password created in the previous step, and create a new password. Provide this new password to Flueid.
NOTE: It may be beneficial to set the expiration date of this password on the partner employee setup for an extended period. Check with company-specific password security protocols to verify this will be acceptable or have a reminder in place to update this password as needed to ensure this integration’s service will not be interrupted.
NOTE: The Username and Password will need to be provided to Flueid, which allows the documents to be returned to Resware on the file’s Documents panel.
Setup a Document Type for Decision Report Callbacks
To recognize Flueid Decision results as they are sent to Resware, a document type that Decision can reference when attaching a result to order notes in Resware needs to be created.
Admin/Documents and Templates/Document Types
- Click Add.
- Enter a Document Type name (e.g., Flueid Decision)
- Enter a unique Document Upload ID.
- Check Force Read Only to ensure PDFs can be accepted as incoming documents.
- Check Enabled next to the Document Type name.
- Check Default to Internal Only.
- Click Save, Close.
Setup a Document Type for Document Image Callbacks
To recognize document images as they are sent from Flueid Decision to Resware, a document type that Decision can reference when attaching document images to order notes in Resware needs to be created.
Admin/Documents and Templates/Document Types
- Click Add.
- Enter a Document Type name (e.g., Flueid Document Image)
- Enter a unique Document Upload ID.
- Check Force Read Only to ensure PDFs can be accepted as incoming documents.
- Check Enabled next to the Document Type name.
- Check Default to Internal Only.
- Click Save, Close.
Setup Action Events for Decision Result
By configuring action events that correspond to Decision result types, the workflow within Resware can be triggered based on the result of the Flueid Decision.
Admin/Action Lists/Action Events
- Click Add.
- Enter an action event Name (e.g., Decision Result – Fast)
- Save the new action event.
- Complete the three bullet points above for the following action events:
- Decision Result – Acc + Consumer
- Decision Result – Acc + Property
- Decision Result – Fast
- Decision Result – Traditional
- Decision Result – Manual
- Decision Result – Undefined
- Click Save, Close.
CONFIGURE ACTION EVENT ID MAPPING
Admin/Partner-Related/Resware to Resware Partner Mappings
- Click Add.
- In the Partner field, click Select.
- Search for the partner configured in the Partner Setup section (e.g., Flueid).
- Highlight the partner, and click Select.
- Select Action Event in the Service Type drop-down.
- Click Add All.
- Click Yes on the Add All Action Events popup to add all action events that have not already been added.
- Ensure the ActionEventDefID matches the Code for each given account and edit the action events that do not match.