Prerequisites
Before starting the integration process, please confirm:
You have a JPMorgan Access account (not Chase Connect)
You have access to a JPMorgan representative or account manager
You have authority on the account OR can involve someone with signing authority to approve this setup
Integration Process Overview
Step | Customer Responsibility | Our Team's Responsibility |
1. Initial Request | Request JPM integration with your JPM Rep | Confirm JPM Access eligibility |
2. JPM Meeting | Coordinate with JPM rep and schedule meeting | Attend meeting and create project |
3. Technical Setup | N/A | Submit technical requirements and security certificates |
4. Security Admin | Designate security administrator(s) | Process security documentation |
5. Approval & Setup | N/A | Implement the integration once approved by JPM |
6. Validation | Verify data accuracy | Ensure data is correctly imported without duplication |
Detailed Process Steps
1. Initial Request
Customer: Contact your account manager to request JPM integration.
Our Team: We'll verify your JPM Access account eligibility and guide you through next steps.
2. JPM Meeting Setup
Customer: Reach out to your JPM representative to schedule a kickoff meeting with both your JPM rep and our integration team.
Our Team: During this meeting, we'll explain the integration's purpose and create the necessary project in JPM's developer portal.
3. Technical Setup
Our Team: After the meeting, we'll handle all technical aspects including:
Submitting the required Certificate Signing Request (CSR)
Requesting necessary API access for transaction details and account balances
Customer: No action required during this phase.
4. Security Admin Designation
Customer: JPM will request security admin designation. You will need to provide information for person(s) who will serve as security administrators.
Our Team: We'll guide you through completing the security admin documentation. Our team will also provide information for person(s) who will serve as security administrators for this integration from our team.
5. JPM Approval & Integration Setup
Our Team: Once JPM approves the integration request (typically 1-4 weeks), we'll:
Download required security credentials
Configure the integration in our system
Begin pulling transaction data
Customer: No action required during this phase.
6. Validation
Our Team: We'll verify that the transaction data is imported correctly without duplication.
Customer: Once notified that the integration is live, please review your transaction data to ensure it appears accurate and complete.
What to Expect
Timeline: The entire process typically takes 2-6 weeks, with most of this time spent waiting for JPM's approval.
Communications: You'll receive updates at key milestones in the integration process.
Support: Your account manager will be your point of contact throughout the integration process.
For any questions about this integration, please contact your JPM account manager, or the Blue Onion team.