Solution design

Investors log into Anduin and complete the subscription. When the subscription status reaches a predefined stage (e.g., Submitted, Complete, etc.), it triggers the data push to the customer’s DealCloud.

Configuration

You will encounter a popup wizard that entails multiple steps

This is supposed to be a introductory screen. You can name the integration your way and skip to the next step.

You can specify your DealCloud credentials in this screen including Client ID and Client secret
You also need to specify
- Token url - {base url}/api/rest/v1/oauth/token

You can specify the Anduin fund and DealCloud object you want to set up the connection

You can specify the subscription status that will trigger the sending of subscription data
You can specify the data template which will define the exchanged data points. There are several types of template
- Anduin standard fields - contain only limited data points
- Self-service template - contains as many data points as you desire. You can pick and choose via FundSub dashboard UI. Please refer to this instruction for crafting such template
- Custom template - contain as many data points as you desire with complex computation as needed. Please help contact us for collaborating and constructing such template
You can also specify the field representing record uniqueness. We’ll check for duplicates against the Anduin custom ID to determine actions (update vs. create). This flow functions correctly only if you consistently assign your tracking ID to the Anduin custom ID for each subscription.

You can specify the mapping between systems. We currently support 1-1 mapping only in this interface
- Left column (Anduin template field) - data points listed in the Anduin template you specified before
- Right column (DealCloud field) - data points listed in the DealCloud object you specified before

Your connection is all set. Wait until the investor complete the subscription, you will be able to observe the results.