Partner Management
The Partner Management Dashboard menu, when licensed, provides a graphical interface over the Clarify Onboarding API and lets you view and manage deployed routes, template Projects, as well as the Trading Partners that are using them. You can also leverage existing template Projects directly from the Dashboard to onboard new partner integrations.
Use case: You need to add a new partner that will use an existing 810 Template Project to send and receive messages/documents. This Template Project can be used to quickly build a new Project, and the Partner Management menu will allow you to configure routes specific to the new partner.
About Onboarding API
The Onboarding API is a collection of methods that allow customers to rapidly onboard and manage trading partners and all associated objects. It allows for immediate deployment to the server. The API utilizes the idea of a “template project” to create similar trading partner profile objects (trading partner, routes, envelopers, etc) and reuse of shared objects for both inbound and outbound process flows.
For more information on setting up and using this API, refer to the Using the Onboarding API technical memo (CL5-2016-015 available on the Solution Center (Cleo.com). For information on licensing this Dashboard feature, please contact your Customer Account Manager.