It’s a Jungle Out There! How to Navigate TCR Integration Workflows

It’s a Jungle Out There! How to Navigate TCR Integration Workflows

Maneuvering through the twists and turns of TCR integration can be tricky, no matter how savvy you are with cash-handling equipment. All branches are unique and have different requirements, which can make the task of choosing an integration solution even more perplexing.

Whether you’ve already deployed cash dispensers or recyclers in your branch or you are making your first TCR purchase, you’re likely knee-deep in thorny research, trying to choose which integration method will work best with your current setup and branch environment. You may already be familiar with the three main types of TCR integration and have some idea of what the solutions look like on paper, but what do their workflows look like once deployed in a branch setting?

First off, let’s quickly review the three main types of integration: Standalone, Soft (also known as Middleware) and Direct Integration.

Now that we’ve got that out of the way, it’s time to grab your safari hat and take a look at the general workflow for each integration method:

Standalone-integrationpost

Standalone Workflow – A client approaches an associate for a cash transaction, then the associate inputs customer account and transaction information into a teller application that’s connected to the core. The associate inputs transaction information into the CDR application (Double Entry), and the CFR application communicates with CDR to complete the transaction. At the end of the business day, all associates must balance BOTH the CDRs and the teller application.

softmiddleware-integrationpost

Soft-Integration (Middleware) Workflow – A client approaches an associate for a cash transaction, and the associate inputs customer account and transaction information into a teller application, which is connected to the core. The Soft integration attempts to collect the information properly from the teller application while simultaneously communicating the transaction to the core. If the soft integration collects the information properly, it sends a command to the CDR. Because the soft integration is not connected to the core, reports must be pulled and balanced at the end of the day.

direct-integrationpost-final

Direct (Real) Integration Workflow – A client approaches an associate for a cash transaction, then the teller inputs account information into a single integrated interface. The application communicates with the CDF to complete the transaction. Balancing is done with real-time posting, and no double balancing is needed at the end of the day.

There’s direct integration, then there’s CFM Integration

Now that we’ve covered the basics of TCR integration workflows, we’d like to share the secret sauce that makes CFMS4 the next generation solution for all TCR integrations. We started by building CFMS4 to universally drive and manage all cash automation machines—regardless of make, model or age.

But, we didn’t stop there.

With CFMS4, you’re also getting your hands on:

  • Intuitive error handling
  • Server based and designed to run on network environments
  • Additional functionality and insights with iQ Analytics and RTA

We’ve helped hundreds of financial institutions with their cash automation integrations, and we’d be happy to help you too! Get in touch with CFM now to find out how we can help you truly integrate between your core processing system and your recyclers and dispensers.

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