What's new on Prelim

Enhancements and fixes made to Prelim

New
August 13, 2025

Fiserv Nautilus SFTP

Release Date: 08/13/2025

Applies To: All Clients using Fiserv Nautilus

Category: Content Management


🧩 Summary

Fiserv Nautilus SFTP enables banks to securely transfer application documents and corresponding index files into the Fiserv Nautilus content management system via SFTP. This allows institutions to automate archival workflows even when API-based integrations aren't supported.


🆕 What’s New

  • Secure SFTP Delivery:

    Prelim can send application documents to Fiserv Nautilus using your bank’s secure file transfer setup. All files are grouped into a zip file and include indexing information so they’re easy to find in your system.

  • Customizable Index File Mapping

    Banks can configure index columns to match Nautilus requirements, ensuring each document is properly tagged and retrievable within their document management system.

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  • Export Tab for Audit & Resends

    Prelim's export tab provides a log of every file sent to Nautilus, including timestamps, status, and index metadata - plus an option to resend files if needed.


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💼 Benefits

  • Ensure compliance by reliably archiving documents with proper indexing in the bank’s own document management system.


⚙️ Configuration & Access

  • Default State: Available in the App Store!
  • If you'd like to enable this functionality in your forms, just let your Prelim customer success team know!


🧑‍💼 Need Help?

Contact your Prelim customer success manager or email support@prelim.com with any questions.