Keystone Services for Glide

Last updated: March 11, 2026

Overview

This article provides step-by-step guidance for financial institutions using Correlation's Keystone core system to set up and configure their integration with Glide. The Keystone core connection allows Glide to synchronize member data, account information, and loan records between your core system and the Glide platform.

Prerequisites

Before you begin, ensure you have the following:

Administrative access to your Keystone core system
Access to your Glide admin dashboard
Network connectivity and IP whitelisting configuration (coordinate with your Glide onboarding team)
A list of required user permissions to configure in your core system

Required User Permissions in Keystone Core

To enable proper integration between Glide and your Keystone core, the following permissions must be granted to the Glide user account in your core system. These permissions align with the security event descriptions outlined in your core's access control framework.

Account Management Permissions

	PermissionPurpose
Account employee file maintenance	Allows reading/writing employee-related account information
Account employee monetary	Access to monetary transaction data for employee accounts
Account employee related file	Access to employee-related account files
Account employee related monetary	Monetary operations on employee-related accounts
Account employee related view	View-only access to employee account relationships
Account employee view	View-only access to employee account data
Account restricted file maintenance	Manage restricted account files (e.g., trust accounts, business accounts)
Account restricted monetary	Monetary operations on restricted account types
Account restricted view	View-only access to restricted account data
Insert Account	Create new accounts in the core
Insert Account Defaults	Set account default configurations
Insert Account Eligibility	Verify and set account eligibility criteria
Insert Account Note	Add notes to account records
Insert Account Person Link	Link person records to accounts
Insert Account Relationship	Establish account relationships
Update Account	Modify existing account records
Update Account Note	Update account-related notes
Update Account Person Link	Modify person-to-account linkages

Person & Applicant Management Permissions

	PermissionPurpose
Insert Person	Create new person records
Insert Person Address Link	Link addresses to person records
Insert Person Contact	Add contact information
Insert Person Employment	Record employment details
Insert Person ID	Create identification records
Insert Person MLA Check	Perform Military Lending Act compliance checks
Insert Person Note	Add notes to person records
Insert Person OFAC Check	Perform OFAC screening
Insert Person Score	Record credit/scoring data
Update Person	Modify existing person records
Update Person Address Link	Update person address associations
Update Person Contact	Modify contact information
Update Person Employment	Update employment records
Update Person ID	Update identification information
Update Person Note	Modify person notes
Update Person OFAC Check	Update OFAC screening results
Update Person Score	Update scoring information
Insert Applicant	Create applicant records
Insert Applicant Address	Add applicant addresses
Insert Applicant Contact	Record applicant contact info
Insert Applicant Employment	Document applicant employment
Insert Applicant ID	Create applicant identification records
Person employee file maintenance	Manage employee person records
Person employee related file	Access employee-related person files
Person employee related view	View employee-related person data
Person employee view	View-only employee person data
Person restricted file maintenance	Manage restricted person records
Person restricted view	View-only access to restricted person data

Application & Credit Analysis Permissions

	PermissionPurpose
Application MLA status import	Import Military Lending Act status
Application debt ratios calculate	Calculate debt-to-income ratios
Application decisions calculate	Process and calculate loan decisions
Application employee file maintenance	Manage employee application records
Application employee related file	Access employee-related application files
Application finance import	Import financial data into applications
Application rates calculate	Calculate and apply loan rates
Application scores import	Import credit scores and scoring data
Insert Application	Create new loan applications
Insert Credit Pull	Record credit report pulls
Update Credit Pull	Modify credit pull records

Savings Account Permissions

	PermissionPurpose
Insert Savings	Create new savings accounts
Insert Savings Hold	Place holds on savings accounts
Insert Savings Note	Add notes to savings accounts
Insert Savings Person Link	Link person records to savings accounts
Insert Savings Transfer	Process savings transfers
Update Savings	Modify savings account records
Update Savings Hold	Manage savings account holds
Update Savings Note	Update savings account notes
Update Savings Person Link	Modify savings account person links
Update Savings Transfer	Update savings transfer records

Loan Management Permissions

	PermissionPurpose
Insert Loan	Create new loan records
Insert Loan Collateral	Add collateral to loans
Insert Loan Collateral Insurance	Record collateral insurance
Insert Loan Collateral Valuation	Document collateral valuations
Insert Loan Credit Limit Shared Group	Set up shared credit limits
Insert Loan Hold	Place holds on loan accounts
Insert Loan Note	Add notes to loan records
Insert Loan Person Link	Link person records to loans
Insert Loan Request	Create loan requests
Insert Loan Request Collateral	Add collateral to loan requests
Insert Loan Request Debt Ratio	Calculate debt ratios for requests
Insert Loan Request Decision	Record loan decision data
Insert Loan Request Split Interest	Configure split interest rates
Insert Loan Request Transfer	Process loan transfers
Insert Loan Split Interest	Set up split interest arrangements
Insert Loan Split Interest Rate Change	Record interest rate changes
Insert Loan Transfer	Execute loan transfers
Update Loan	Modify loan records
Update Loan Collateral	Update collateral information
Update Loan Collateral Insurance	Modify collateral insurance records
Update Loan Collateral Valuation	Update collateral valuations
Update Loan Credit Limit Shared Group	Modify shared credit limit groups
Update Loan Hold	Manage loan holds
Update Loan Note	Update loan notes
Update Loan Person Link	Modify loan person linkages
Update Loan Request	Modify loan requests
Update Loan Request Collateral	Update request collateral
Update Loan Request Debt Ratio	Modify debt ratio calculations
Update Loan Request Decision	Update loan decision records
Update Loan Request Split Interest	Modify split interest configurations
Update Loan Request Transfer	Update loan transfer records
Update Loan Split Interest	Modify split interest arrangements
Update Loan Split Interest Rate Change	Update interest rate change records
Update Loan Transfer	Modify loan transfer records
New loan	Process new loan origination
New loan exceeds savings secured	Handle loans exceeding savings balances
Loan close without reason	Close loan accounts
Payment	Record loan payments
Payment takes credit card principal	Process credit card principal payments

Card & Check Permissions

	PermissionPurpose
Insert Card	Create debit card records
Insert Card Access	Set card access controls
Insert Card Design	Configure card designs
Insert Card Limit	Set card spending limits
Insert Card Note	Add notes to card records
Insert Card Plastic	Record physical card issuance
Update Card	Modify card records
Update Card Access	Update card access controls
Update Card Design	Modify card designs
Update Card Limit	Update card limits
Update Card Note	Modify card notes
Update Card Plastic	Update card plastic records
Card plastic with recent address	Process cards with recently updated addresses
Insert Check	Create check records
Insert Checking Lookup	Look up checking account details
Update Check	Modify check records
Update Checking Lookup	Update checking account lookups
Check disburse	Disburse checks from accounts

Distribution & Transfer Permissions

	PermissionPurpose
Insert Distribution	Create distribution records
Insert Distribution Transfer	Process distribution transfers
Insert From Default Account	Set default funding accounts
Insert From Default Loan	Set default loan funding sources
Insert From Default Loan Split Interest	Set default split interest funding
Insert From Default Savings	Set default savings funding sources
Update Distribution	Modify distribution records
Update Distribution Transfer	Update distribution transfers
Deposit	Process deposits
Deposit to delinquent account	Deposit to accounts in delinquent status

General Ledger & Financial Permissions

	PermissionPurpose
General Ledger restricted 1 monetary	Access to GL restricted posting category 1
General Ledger restricted 2 monetary	Access to GL restricted posting category 2
General Ledger restricted 3 monetary	Access to GL restricted posting category 3
General Ledger restricted 4 monetary	Access to GL restricted posting category 4
General Ledger restricted 5 monetary	Access to GL restricted posting category 5
General Ledger restricted 6 monetary	Access to GL restricted posting category 6
General Ledger restricted 7 monetary	Access to GL restricted posting category 7
Post a GL original entry	Post original GL entries
Post an effective dated member	Post member GL entries with effective dating
Fee	Process fee transactions
Savings or loan fee	Process savings and loan-related fees

Administrative & Reporting Permissions

	PermissionPurpose
Insert Address	Create address records
Update Address	Modify address records
Insert Tax Plan	Create tax plan records
Insert Tax Plan Person Link	Link person records to tax plans
Insert Tax Plan Type	Define tax plan types
Update Tax Plan	Modify tax plan records
Update Tax Plan Person Link	Update tax plan person associations
Transaction history	Access transaction history records
View monetary posting status	View the status of GL posting operations
User Account employee file	User-level access to employee account files
User Account employee related	User-level access to employee-related account data

Setting Up the Integration

Step 1: Prepare Your Keystone Core

Contact your Keystone core administrator to create a dedicated integration user account
Provide them with the complete list of required permissions from the table above
Request that they configure the account with appropriate role-based access control
Note the API credentials (if applicable to your Keystone installation) or connection details

Step 2: Configure Network Access

Obtain your Glide instance IP address(es) from your Glide onboarding specialist
Provide these IPs to your Keystone core administrator for whitelisting
Ensure firewall rules are configured to allow bidirectional communication
Test connectivity between your Glide environment and Keystone core

Step 3: Complete Glide Configuration

Log into your Glide admin dashboard
Navigate to the Core Integration section
Select Correlation Keystone as your core system
Enter the connection details provided by your core administrator:
- API endpoint (if applicable)
- User credentials
- Institution identifier
Click Test Connection to verify the setup
Once successful, click Activate Integration

Step 4: Verify Data Synchronization

Monitor the initial data sync process (typically 4-24 hours depending on your member base)
Verify that member accounts, person records, and loan data are appearing correctly in Glide
Check the Integration Status dashboard for any errors or warnings
Contact your Glide support team if issues arise

Key Data Synchronization Features

Member & Account Synchronization

Glide synchronizes the following data from your Keystone core in real-time:

Member person records and demographics
Account relationships and ownership structures
Savings and checking account details
Account balances and transaction history
Account restrictions and holds

Loan Data Integration

For institutions using Glide's loan origination capabilities, the following loan data is synchronized:

Existing loan records from the core (auto loans, personal loans, credit cards, etc.)
Loan balances and payment history
Loan terms and rates
Collateral information
Debt-to-income calculations including core liabilities

This integration is particularly important for loan applications, as it allows Glide to automatically pull existing liabilities from your Keystone core and include them in debt ratio calculations during the loan decision process.

Address and Identification Synchronization

Primary and secondary member addresses
Address validation and updates
Identification records (SSN, driver's license, etc.)
Recent address changes are tracked for card issuance and verification

Troubleshooting

Common Integration Issues

Issue: "Connection Failed" Error

Verify that your Keystone core API endpoint is correct
Confirm that network/IP whitelisting is properly configured
Check that the integration user account exists and has the required permissions
Contact your Glide support team with the error message

Issue: Data Not Synchronizing

Verify that the integration is in "Active" status
Check that the integration user has the required read permissions
Ensure the core has recent data (recent transactions or account updates)
Review the Integration Status dashboard for specific error messages

Issue: Slow Synchronization

Large member bases may take longer to sync initially
Subsequent syncs should be near real-time
Contact your Glide support team if sync times exceed 24 hours

Issue: Loan Data Not Appearing

Verify that "Insert Loan" and related loan permissions are granted
Ensure your Keystone core contains loan records for test accounts
Confirm that loan data meets Glide's field mapping requirements

Additional Resources

For further assistance or more complex integration scenarios, refer to:

Glide Support Dashboard - Access at support.meetglide.com
Your Keystone core vendor documentation for field-level definitions

Important Notes

The integration user account should be dedicated solely to Glide integration
Periodically review and audit the permissions granted to ensure they align with current needs
When updating permissions, allow 15-30 minutes for changes to take effect in Glide
Always test integration changes in a staging environment before deploying to production

Next Steps

Once your Keystone core integration is active, you can:

Configure member onboarding flows to auto-populate data from the core
Enable loan origination features to access existing liability data
Set up automated workflows based on core account events
Configure card and check ordering with core validation

For additional configuration assistance, contact your Glide Customer Success Manager or visit the Glide Help Center at help.meetglide.com.