Perfect Portal Integration



 

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Contents

Introduction

How it works

Release Specifications

Case Management System Integration

Partner for Windows

Further Information / Consultancy

 

Introduction

Perfect Portal provide an advanced online Conveyancing  Sales and Management system.

 

Integrating your existing database system with Perfect Portal involves periodically downloading Case,  Contact, Key-Stage and User information held within the Perfect Portal system.  You can also synchronize Key Stage information and other details as you may require.

The initial base utility is designed for Perfect Portal Version 4, Lean software will release new versions of this integration tool in line with Perfect Portal subsequent new releases.

 

The utility can be used as the basis for example for integration with a Case Management system such as Partner for Windows.

 

How it works

 

This module is a command line utility, designed be scheduled to run from your server, and to download and populate SQL Server tables in an unattended fashion.

In addition Json text files are also created on the server, should you have use to read these files directly into another non-SQL system.

 

Release Specifications

 

Version 4.2 1st February 2017

[Major version number inline with Perfect Portal Version number]

 

Configuration

The configuration file PerfectPortalSQL-V4.INI holds details of your SQL Server and your Perfect Portal User ID and Password :

This initial release supports the following command line functions:

/method:connection

/method:getcases

/method:getusers

/method:getkeystages

/method:sendkeystages


 

Additionally there is a non-quiet mode that will display the downloaded Json should you wish to see the remote server responses.  The Json is saved to text files for you by default.

 

/method:connection

This method simply tests the SQL Server and Perfect Portal connections specified within the INI file.


/method:getkeystages

This method downloads all of the KeyStages defined in your Perfect Portal system.  

Details are downloaded into the SQL table PerfectPortal_KeyStages


 

/method:getusers

This method downloads all of the users defined in your Perfect Portal system.  

Details are downloaded into the SQL table PerfectPortal_Users

 

/method:getcases

This method downloads (potentially) all of the case information held within your Perfect Portal system.  

 

There is an SQL function you can modify should you wish to selectively download case information - for example to exclude completed matters.

The function is called fn_PerfectPortalDownloadCase, simply modify the SQL within this function to return 0(zero) if the case information is not to be downloaded. 

 

By default all cases will be downloaded and the following tables will be populated or refreshed (if already downloaded).

 

SQL table PerfectPortal_Cases

SQL table PerfectPortal_Clients


SQL table PerfectPortal_Agents


SQL table PerfectPortal_Brokers


SQL table PerfectPortal_OtherSide


SQL table PerfectPortal_Disbursements


SQL table PerfectPortal_LegalFees


SQL table PerfectPortal_Diary



/method:sendketstages

This method uploads the local case key stages for live matters to the Perfect Portal system.


CASE MANAGEMENT SYSTEM INTEGRATION

Local Link fields are inbuilt that can be populated to link to local database records.

Depending on your Case Management system, stored procedures and triggers can be deployed to link the data to existing records, or to use the Perfect Portal data to create new records.

We have achieved this already for multiple clients with the case management system Partner for Windows provided by Tikit PLC.


Partner for Windows - specifically

With P4W integration - Prospective Clients records are automatically created :

 

All Perfect Portal details are used to populate the Prospective Client, in addition the Notes field is populated with some options - to create the matter Yes/No and a suggested Matter Description :

 

 

After clicking 'Create Live Entity' the matter is also automatically created

Property address details, agent and broker details can also be integrated into into the new matter, as you need, this will require bespoke work tailored to your existing Partner conveyancing property details and financial information screens.

Lean Software Ltd can help you achieve this on a consultancy basis.

 

Further information

The base module command line utility software is currently licenced on an annual basis @£750+vat per year.

In return for your licence fee Lean Software are committed to keeping the module release versions in line with Perfect Portal system and distributing to Partner for windows clients.

Fee includes :

 

·         Development and prompt delivery / notification / installation (if required) of all new versions as will be required when Perfect Portal release new versions of their service.

·         Direct support with Lean Software, promptly resolving any issues or queries with the software

 

Richard Briggs   Consultancy/bespoke development

   Richard Briggs of Lean Software Ltd is a highly experienced Microsoft Certified software developer and Partner for Windows Tikit software specialist.

   Richard's consultancy / software development is provided @560+vat per 8hr day.

   Typically a standard installation will require one day remote consultancy/installation, then up to four days of bespoke work to integrate with your Partner screens and import Matter contacts, for example.

   Consultancy can include specialist integration and other system work you require.


 

Please contact us (support@leansoftware.net) or  PerfectPortal.co.uk for more information.

Contact Richard directly Richard.Briggs@LeanSoftware.net