RMIS

The RMIS integration provides FMCSA data and insurance certificates for Carriers.

The Revenova TMS integration with RMIS contains two main features. The first is loading Carrier information from RMIS into the TMS. The second feature is the ability to monitor changes to FMCSA information.

Updates sent from RMIS are processed by the CarrierMonitorRMISJob.

Setup

Warning:
If using RMIS, do NOT enable SaferWatch, Highway, or MyCarrierPackets.

Enter Credentials

Enable the RMIS integration by completing the following steps.

Navigating to TMS Admin,
Select Credentials.
Select the Global Services tab,
Find RMIS in the list and open the card.
Check the Enabled boxes as needed.
Enter the User ID and Password 1 into the text fields.
If necessary enter the following URL into the Proxy URL field: https://rmis.revenova.com:8082/proxyv1
Click the Save button when finished.

Valid credentials are required from an RMIS subscription. RMIS provides the User ID and Password 1.

RMIS Website Settings

Navigate to the RMIS website and log in to "Attach" Carriers to the account. The RMIS integration will only send Carrier information for those attached to your RMIS account. See below for more information.

Remote Site Settings

If upgrading from a previous release of the TMS, check that the Remote Site Settings for the RMIS integration URL are current.

Click the Setup gear icon in the top right corner.
From the drop-down, click Setup.
In the Quick Find Toolbar type Remote Site Settings and click the link.
From the list of remote sites find RMIS and click the Edit link.
Update the Remote Site URLs to match the URLs below.

Service URL: https://api.rmissecure.com
Test Service URL: https://api.remissecure.com
Proxy URL: https://rmis.revenova.com:8082/proxyv1

TMS Admin

Configuration

Global Settings

Allow Carrier Address Updates: Checked allows RMIS to update Carrier billing and shipping addresses.

Carrier Remit To Sync: Checked allows RMIS to automatically update the Carrier Remit To field on the Carrier's Transportation Profile.

Default Carrier Mode: When auto-creating Carriers received from RMIS, when mode information is not available in the packet, this mode is used.

Carrier Management/Load Status

Carrier Monitor Run Frequency (Mins): How often the CarrierMonitorRMISJob runs, in minutes.

Modes

Verify the Minimum Weight, Maximum Weight, and Weight Units fields are populated correctly for each Mode record.
Populate the RMIS Code field from the table below on the Modes that match the definitions. The Mode Names on the ride side of the table are not literal.

User ID	Password 1	Password 2	Customer Number
Customer provided; ClientID assigned by RMIS	Customer provided; API Password assigned by RMIS

RMIS Code	Mode Names (not literal)
MOTLDR	TL Dry
MOTLRE	TL Reefer
MOTLFL	LTL
MOIMDL	Intermodal
MOTANK	Tanker
MOBULK	Bulk
MOOTHE	Other

Loading Carriers from RMIS

When a customer is ALREADY using RMIS, populate the "Net Change Queue" in RMIS with ALL Carriers before activating CarrierMonitorRMISJob. Activating the job brings all of the Carriers attached to the RMIS account into the TMS (once).

When a customer is NEW to RMIS, a spreadsheet with ALL of the loaded Carriers in the TMS to send to RMIS. This spreadsheet must contain:

Carrier Name
MC Number
DOT Number
Address
Transportation Profile ID

RMIS will add the RMIS ID field to this spreadsheet and send it back. Next, load the spreadsheet data into the TMS. This populates the RMIS ID field on all of the Carrier Transportation Profile records.

Warning:
Completing these steps correctly is important to prevent creating duplicate Carriers in the TMS.
The CarrierMonitorRMISJob matches in this order:
RMIS ID
DOT Number
MC Number
Provincial Permit Number/Province

If no RMIS ID value is present, duplicate Carrier entries may be created.

In certain cases RMIS does not send Carrier information with the appropriate State/Country pair. When possible, the TMS attempts to insert the correct country based on the state. If the TMS is unable to resolve the Carrier address a Warning message is displayed. Error information is populated in the Street field for any Carrier state/country mismatch errors.

The Carrier Service Settlement Contact defaults to the Account Contact with the Transportation Role Quoting value. The Contact type returned from RMIS is “Dispatch.”

Documents are sent from RMIS to the TMS when adding Carriers. If documents are too large, they are processed and the contents of the documents are replaced with the following.

The document [name] from RMIS for this carrier was too large for Salesforce to import. Please go to RMIS's web site to get this document.

Batch Processes

The CarrierMonitorRMISJob runs continuously. The job brings new Carriers and any Carrier FMCSA data changes into the TMS from RMIS.

Name	Purpose	‘Run Now’ Action	‘Schedule’ Action
CarrierMonitorRMISJob	RMIS download of new carriers and changed carriers.	Active – runs job immediately	Inactive - invoked by itself upon completion

Run the CarrierMonitorRMISJob from the list of Batch Processes on the Performance IQ Lightning Web Component (LWC).

When the Transportation Profile record is created, the following fields are updated:

RMIS Certified
RMIS Non-Certified Reason
W9 Validated, W9 Address fields (5 fields)
Carrier Review Status (set to Pending if RMIS Certified field is not Yes)
Other Carrier Capabilities
4 CARB TRU fields
Carrier Pay To Name
RMIS Carrier Payment Option
When RMIS Carrier Remit To Sync is "checked," Carrier Remit To information updates as necessary
If any of the following Transportation Profile fields are null, they update:
- RMIS ID
- SCAC
- NSC Safety Certificate Date
- NSC Number
- Provincial Authority
- Provincial Permit Number
- US State Coverage
- Canada Province Coverage
- Mexico State Coverage
The Last Carrier Review Date field on the Carrier Transportation Profile is set every time RMIS data is pulled during the batch job. An individual user can also manually update a compliance field.
When Carrier is rejected perform these two tasks:

Uncheck the Monitor Carrier field on the Carrier Transportation Profile.
Set the Carrier Review Status field to Rejected.

The Carrier Review Status field does not change automatically after the Transportation Profile is created. For example, the Carrier Review Status is Rejected when the Transportation Profile is created. Later, the RMIS Certified field updates to Yes. In this circumstance the Carrier Review Status field does NOT change.

Changing the Carrier Review Status field automatically after the Transportation Profile record is created requires custom functionality.

Safety and Compliance Fields

RMIS does not update the following fields. These fields are set to “Pending” unless adjusted by a TMS user.

Overall Risk
Authority Risk
Insurance Risk
Safety Risk
Operation Risk
Company Risk – Company risk must be manually entered by a TMS user.

Additional Information

RMIS adds the HazMat Certified (US) picklist value to the Other Carrier Capabilities field when the following element in the response appears: <HazMatCertified>True</HazMatCertified>

This element is under the <CarrierProfile> element.
If the element is not there OR it is set to False or is blank the integration will remove the "HazMat Certified (US)" picklist value from the Other Carrier Capabilities field.

Table Guide

The following fields are inserted/updated by the Carrier Monitoring APIs as follows:

I – Insert

U – Update

(1) => update if the global setting “Allow Carrier Address Updates” is checked OR the value in the TMS field is null

(2) – update if the value in the TMS field is null

(3) – update if there is a value in the response

(4) – update if there is a value in the response AND the value in the TMS field is null

(5) – update if the global setting “Carrier Remit To Sync” is checked AND the response has factor company information

(6) – update to ‘Pending’ if RMIS Certified is not ‘Yes’

(7) – set by the TMS

Carrier Address Updates
Enable this functionality by navigating to TMS Admin and then selecting Configuration. Check the box for "Allow Carrier Address Updates" in the list of Global Settings. When checked, the shipping and billing addresses for the Carrier update continuously.
Note that this functionality is only supported by RMIS and MyCarrierPackets, NOT SaferWatch.

RMIS API Field	TMS Object	TMS Field	RMIS Insert/Update	Insert/Update Notes
Address1	Account	ShippingStreet	I / U (1)	update if the global setting “Allow Carrier Address Updates” is checked OR the value in the TMS field is null/blank.
City	Account	ShippingCity	I / U (1)	update if the global setting “Allow Carrier Address Updates” is checked OR the value in the TMS field is null/blank.
CompanyName	Account	Name	I
Country	Account	ShippingCountryCode	I / U (1)	update if the global setting “Allow Carrier Address Updates” is checked OR the value in the TMS field is null/blank.
dot_DBAName	Account	DBA Name	I / U (2)	update if there is DOT data available in the response from RMIS and the value in the TMS field is null/blank.
Fax	Account	Fax	I / U (2)	update if the value in the TMS field is null/blank.
PaytoAddress	Account	BillingStreet	I / U (1)	update if the global setting “Allow Carrier Address Updates” is checked OR the value in the TMS field is null/blank.
PaytoCity	Account	BillingCity	I / U (1)	update if the global setting “Allow Carrier Address Updates” is checked OR the value in the TMS field is null/blank.
PaytoCountry	Account	BillingCountryCode	I / U (1)	update if the global setting “Allow Carrier Address Updates” is checked OR the value in the TMS field is null/blank.
PaytoSt	Account	BillingStateCode	I / U (1)	update if the global setting “Allow Carrier Address Updates” is checked OR the value in the TMS field is null/blank.
PaytoZip	Account	BillingPostalCode	I / U (1)	update if the global setting “Allow Carrier Address Updates” is checked OR the value in the TMS field is null/blank.
Phone	Account	Phone	I / U (2)	update if the value in the TMS field is null/blank.
St	Account	ShippingStateCode	I / U (1)	update if the global setting “Allow Carrier Address Updates” is checked OR the value in the TMS field is null/blank.
Zip	Account	ShippingPostalCode	I / U (1)	update if the global setting “Allow Carrier Address Updates” is checked OR the value in the TMS field is null/blank.
	Account	Currency	I	If Factoring Company is present, and Billing Country = CA, then CAD. Else, USD.
	Carrier Service	Batch Status Email	I (7)	*set to true/checked
	Carrier Service	Currency	I
	Carrier Service	Maximum Weight	I (7)	*set to the Mode’s minimum and maximum weight.
Modes	Carrier Service	Mode	I	match to RMIS Mode Code *If a Mode is not explicitly listed in the packet, then ONE carrier service will be created with the Mode set as default in TMS Admin > Configuration
	Carrier Service	Minimum	I (7)	*set to the Mode’s minimum and maximum weight.
	Carrier Service	Name	I	set to Account Name + Mode name
	Carrier Service	Quote Contact	I (7)	*set via imported Contact(s)
	Carrier Service	Quote Method	I (7)	*set to Email
	Carrier Service	Status Contact	I (7)	*set via imported Contact(s)
	Carrier Service	Status Method	I (7)	*set to Email
	Carrier Service	Tender Contact	I (7)	*set via imported Contact(s)
	Carrier Service	Tender Contact	I (7)
	Carrier Service	Tender Method	I (7)	*set to Email
Cell	Contact	Mobile Phone	I
Email	Contact	Email	I
Fax	Contact	Fax	I
Name	Contact	First Name	I
Name	Contact	Last Name	I
Phone	Contact	Phone	I
Title	Contact	Title	I
Type	Contact	Transportation Role	I	*see RMIS to TMS transportation role mapping below.
	Insurance Policy	Currency	I
	Insurance Policy	Source	I	*set to RMIS
CancelDate	Insurance Policy	Cancel Date	I
CoverageDescription	Insurance Policy	Type	I
CoverageLimit	Insurance Policy	Coverage Amount	I
EffectiveDate	Insurance Policy	Effective Date	I
ExpirationDate	Insurance Policy	Expiry Date	I
InsurerName	Insurance Policy	Insurance Company	I
PolicyNumber	Insurance Policy	Name	I
ProducerAddress	Insurance Policy	Address	I
ProducerCity	Insurance Policy	City	I
ProducerEmail	Insurance Policy	Agent Email	I
ProducerFax	Insurance Policy	Fax	I
ProducerName	Insurance Policy	Agent Company	I
ProducerPhone	Insurance Policy	Agent Phone	I
ProducerPhone	Insurance Policy	Phone	I
ProducerZip	Insurance Policy	Postal Code	I
ProducerState	Insurance Policy	State/Province	I
	Transportation Profile	Authority Risk	I (7)	*set to Pending
	Transportation Profile	Cargo Carried	I / U
	Transportation Profile	Carrier Pay To Name	I / U
	Transportation Profile	Carrier Remit To	I / U (5)	update if the TMS Admin > Configuration global setting “Carrier Remit To Sync” is checked AND the response from RMIS has factor company information.
	Transportation Profile	Carrier Review Status	I / U (6)	set to Approved if RMIS Certified = Yes, update to ‘Pending’ if RMIS Certified is not ‘Yes'
	Transportation Profile	Company Risk	(7)	*set to Pending
	Transportation Profile	Company Type
	Transportation Profile	Currency	I
	Transportation Profile	Insurance Risk	I (7)	*set to Pending
	Transportation Profile	Last Carrier Review Date	I / U	*set when the carrier is created or updated via the batch job.
	Transportation Profile	NSC Safety Certificate Date	I / U (3)	update if there is a value in the response from RMIS.
	Transportation Profile	Operation Risk	I (7)	*set to Pending
	Transportation Profile	Other Carrier Capabilities	I / U	HasTwicCert, HazMatCertified, HasCTPATCert, HasCarbCert, HasSmartwayCert, HasFastCert
	Transportation Profile	Out of Service	I / U (3)	If OutOfServiceDate is null/blank, set to unchecked/false. If OutOfServiceDate is not null/blank, set to checked/true.
	Transportation Profile	Overall Risk	I (7)	*set to Pending
	Transportation Profile	RMIS Carrier Payment Option	I / U	If collected in the RMIS onboarding process, the payment terms selected by the carrier will appear here (informational only).
	Transportation Profile	Safety Risk	I (7)	*set to Pending
CertDateValidUntil	Transportation Profile	CARB TRU Certificate Expiration Date	I / U	insert/update, if carbTruckValid data is available in the response from RMIS.
CertVehiclesReported	Transportation Profile	CARB TRU Compliant Vehicles Reported	I / U	insert/update, if carbTruckValid data is available in the response from RMIS.
ComplianceType	Transportation Profile	CARB TRU Compliance Type	I / U	insert/update, if carbTruckValid data is available in the response from RMIS.
CompanyName	Transportation Profile	Name	I
CompanyType	Transportation Profile	Company Type	I / U	update if there is W9 data available in the response from RMIS. Options include: Individual, C Corporation, S Corporation, Limited Liability Company, Partnership, and Other.
CrrInter, CrrIntra, CrrHmIntra	Transportation Profile	Carrier Operation	I / U (3)	update if there is DOT Census Collection data available in the response from RMIS. Options include: CrrInter= Interstate, CrrIntra= Intrastate, CrrHmIntra= Intrastate Hazmat
DeclaredNonCompliantReason	Transportation Profile	CARB TRU Non-Compliant Reason	I / U	insert/update, if carbTruckValid data is available in the response from RMIS.
DOT	Transportation Profile	US DOT Number	I / U (3)	update if there is a value in the response from RMIS.
dot_BrokerAuthority	Transportation Profile	Broker Authority Status	I / U (3)	update if there is DOT data available in the response from RMIS. Options include A = Active, I = Inactive.
dot_BrokerAuthorityRevocation	Transportation Profile	Broker Authority Revocation	I / U (3)	update if there is DOT data available in the response from RMIS.
dot_CommonAuthority	Transportation Profile	Common Authority Status	I / U (3)	update if there is DOT data available in the response from RMIS. Options include A = Active, I = Inactive.
dot_CommonAuthRevocation	Transportation Profile	Common Authority Revocation	I / U (3)	update if there is DOT data available in the response from RMIS.
dot_ContractAuthority	Transportation Profile	Contract Authority Status	I / U (3)	update if there is DOT data available in the response from RMIS. Options include A = Active, I = Inactive.
dot_ContractAuthRevocation	Transportation Profile	Contract Authority Revocation	I / U (3)	update if there is DOT data available in the response from RMIS.
dot_PendingBrokerAuthority	Transportation Profile	Broker Authority Pending	I / U (3)	update if there is DOT data available in the response from RMIS.
dot_PendingCommonAuthority	Transportation Profile	Common Authority Pending	I / U (3)	update if there is DOT data available in the response from RMIS.
dot_PendingContractAuthority	Transportation Profile	Contract Authority Pending	I / U (3)	update if there is DOT data available in the response from RMIS.
dotSmsSafety_InspTotal, dotSmsSafety_DriverInspTotal, dotSmsSafety_DriverOosInspTotal	Transportation Profile	Total US Vehicle Inspections	I / U (3)	update if there is DOT SMS Safety Collection data available in the response from RMIS.
insdIntraStateNumber	Transportation Profile	Provincial Permit Number	I / U (3)	update if there is a value in the response from RMIS and Canadian carrier.
insdIntraStateNumber	Transportation Profile	State DOT Number	I / U (3)	update if there is a value in the response from RMIS.
insdIntraStateState	Transportation Profile	Provincial Authority	I / U (3)	update if there is a value in the response from RMIS and Canadian carrier.
insdIntraStateState	Transportation Profile	State DOT State	I
IsCertified	Transportation Profile	RMIS Certified	I / U	update if there certification status is not null/blank in the response from RMIS.
LatestAuthorityGrantDate	Transportation Profile	Authority Granted Date	I / U	update if there is DOT Testing Info data available in the response from RMIS.
MCNumber	Transportation Profile	MC Number	I / U (3)	update if there is a value in the response from RMIS.
MCNumber	Transportation Profile	NSC Number	I / U (3)	update if there is a value in the response from RMIS.
NonCertifiedReasons	Transportation Profile	RMIS Non-Certified Reason	I / U	update if there certification status is not null/blank in the response from RMIS.
OperatingArea	Transportation Profile	Canada Province Coverage	I / U (4)	update if there is a value in the response AND the value in the TMS field is null.
OperatingArea	Transportation Profile	Mexico State Coverage	I / U (4)	update if there is a value in the response AND the value in the TMS field is null.
OperatingArea	Transportation Profile	US State Coverage	I / U (4)	update if there is a value in the response AND the value in the TMS field is null.
OutOfServiceDate	Transportation Profile	Out of Service Date	I / U (3)	update if there is DOT Testing Info data available in the response from RMIS.
RMISCarrierID	Transportation Profile	RMIS ID	I / U (3)	update if there is a value in the response from RMIS.
SafetyRating	Transportation Profile	Safety Rating	I / U	update if there is DOT Testing Info data available in the response from RMIS. Options include: Satisfactory, Unsatisfactory, Conditional, Not Rated
SafetyRatingDate	Transportation Profile	Safety Rating Date	I / U	update if there is DOT Testing Info data available in the response from RMIS.
SCAC	Transportation Profile	SCAC	I / U (3)	update if there is a value in the response from RMIS.
TaxID	Transportation Profile	Federal Tax ID	I / U (3)	update if there is W9 data available in the response from RMIS.
Tot_Drs	Transportation Profile	Number of Drivers	I	update if there is DOT Census Collection data available in the response from RMIS.
Tot_Pwr	Transportation Profile	Fleet Size	I	update if there is DOT Census Collection data available in the response from RMIS.
Tot_Pwr	Transportation Profile	Total Power Units	I / U (3)	update if there is DOT Census Collection data available in the response from RMIS.
Address	Transportation Profile	W9 Address	I / U	update if there is W9 data available in the response from RMIS.
City	Transportation Profile	W9 City	I / U	update if there is W9 data available in the response from RMIS.
St	Transportation Profile	W9 State	I / U	update if there is W9 data available in the response from RMIS.
Zip	Transportation Profile	W9 Postal Code	I / U	update if there is W9 data available in the response from RMIS.
TINIsValid	Transportation Profile	W9 Validated	I / U	update if there is W9 data available in the response from RMIS.

Table Guide: