Triggering verification / integration with a phone system
07:26 10 Dec 2025

I'm completely new to JackHenry and I am trying to integrate it with a new phone system. The legacy phone system used jhCall Center with CTI integration. Incoming calls would automatically trigger a helpdesk/account-verification screen. So far, from reviewing https://jackhenry.dev/ I have been able to trigger a search inside JackHenry using the caller’s phone number. For example, if the incoming number is 919-408-9611, I can simulate a browser link click that performs a phone-number search:

jhaXp:Instance=prodInst&Msg=1112221119194089611

But the primary goal if possible is to open the account verification screen. I understand that the account number may need to be known first, but I can’t find anything in the documentation that explains how to trigger the account-verification process. I’ve come across items describing methods for adding ID Verification, but nothing that shows how to initiate the actual account-verification https://jackhenry.dev/jxchange-soap/api-reference/core-services/idverifyadd/

I'm looking for any guidance, pointers or other ideas.

jackhenry-jxchange