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Fidelity

Vendor

Fidelity

Description

Sends demographic data from Workday to Fidelity. Runs on a schedule and sends a file via sFTP in Fidelity’s format.

Integration Type

Template - WBN - Fidelity Investments: Demographic - 401(k) (Outbound)

Number of Integrations:

1

Requires a vendor contact

Yes

Timeline

~6 weeks (starts when vendor provides a contact; can be extended to match customer’s implementation timeline)

Price

$2,950

Notes:

What’s included in the price: Full development and deployment of the integration which includes

  • Integration System (including attributes and maps)
  • Sequence Generator for filename
  • Integration Delivery
  • ISU and ISSG
  • Notifications (set up in Production)
  • Schedule (set up in Production)

Customer Responsibilities

What is not included in the price