Contains articles re: Portal section of MBS Portal

Encryption File

Encryption Format Today’s market has several tools that allow users to encrypt files using the PGP format. How to get the Public Encryption Key Users can get the Public Encryption Key by navigating to the Settings >  Portal  >  Common  > Encryption Key and by clicking on the ‘MBS Public Key’. Users can also download…

API Details

The Matchbook platform has within it a robust feature set and capability that provides API services for seamless integration and exchange of data between client source systems and the Matchbook platform. These services are offered through the Cloud (Portal) and API Services platform and developed using RESTful methodologies. This provides batch or real-time integrations that…

Portal Settings

Settings Overview Prior to loading any records/data into the Matchbook Portal for processing, there are a few configuration settings that need to be set by the organization’s Admin. These configurations dictate how the data will be processed and should be related directly to the business rules/needs. Upon completion of the configuration steps, users will be…

Integration Gateway

Overview This article describes the Matchbook AI Integration Gateway and its features. The Integration Gateway allows users to interact with their Matchbook Portal through their command line. In utilizing this tool, users are provided greater ability to automate and scale their Matchbook operations.   Command Line Import and Export Settings To begin using Matchbook Integration…