Streamline partner onboarding and file routing

Overview

The TransferIQ Orchestrate App seamlessly integrates with MFT/B2Bi solutions, providing a customized digital experience for onboarding trading partners and setting up file routes through a self-service platform with robust administrative oversight. A configurable workflow orchestrates the onboarding and file routing processes, enhancing collaboration and progress visibility for business users, administrators, and approvers. This system significantly reduces the time and resources needed to onboard and exchange files with new partners and manage and update routing details for existing partners. Automation of administrator actions minimizes costly manual errors, boosting overall efficiency. The app implements role-based access control to govern user views and actions, ensuring security. Additionally, Orchestrate App integrates seamlessly with SAML-based SSO systems like Okta, facilitating easy user access, and ITSM systems like ServiceNow for creating and updating RITMs for official record-keeping.

Target Users

  • Enterprises leveraging MFT products for high-volume file transfers with external partners.
  • Non-technical business users involved in partner onboarding and seeking visibility into file transfer activity.
  • MFT administrators managing partner accounts and configuring file transfer routes.
  • IT operations teams involved in approval workflows and system recordkeeping via ITSM platforms like ServiceNow.

User Objectives

  • Onboard new trading partners quickly and securely.
  • Configure and manage file routing paths for partner accounts.
  • Reduce manual intervention and eliminate administrative errors.
  • Maintain complete visibility and auditability over partner route creations and updates.
  • Monitor and get alerts on partner onboarding and route creation SLA violations.
  • Integrate workflows with enterprise tools like SSO and ITSM systems like ServiceNow.

Value Proposition

  • Enables self-service onboarding and file routing requests through intuitive forms.
  • Uses configurable workflows for approvals, collaboration, and visibility.
  • Automates backend MFT administration, reducing time and risk.
  • Presents a hierarchical, unified view of partner routes across test and production environments.
  • Integrates with SSO (Okta) for seamless login and with ServiceNow for centralized task management.
  • Agentic AI companion for Instant SLA intelligence for MFT Operations, resolve file transfer issues, enforce PII compliance in file transfers.

Features

  • Self-Service Partner Onboarding Requests: Business users can easily submit self-service requests for onboarding new trading partners by filling out customizable and user-friendly forms.
  • Self-Service File Route Requests: Business users can submit requests to create new file routes or update/delete existing file routes for partner accounts in MFT using easy-to-understand and customizable forms.
  • Configurable Workflow: Partner onboarding and route creation process operates through a customizable workflow that engages business users, administrators, and approvers.
  • Automating Administrative Actions: Administrators can effortlessly execute essential MFT administrative tasks, such as creating and updating partner accounts and file routes, with just a single click.
  • Hierarchical View of Partner Accounts and Routes: The Orchestrate App provides an organized, hierarchical view of trading partner accounts within MFT.
  • Integrated Management of Test and Production MFT Instances: The Orchestrate App seamlessly integrates with Test and Production MFT instances, providing a unified view.
  • Access Control: The app enforces a role-based access control system to regulate user views and actions effectively.
  • Audit Reports: The Orchestrate App provides comprehensive out-of-the-box reports summarizing all activities performed within the app.
  • Legacy Accounts Visibility: The Orchestrate App includes a synchronization feature that facilitates the seamless import of legacy account and route details from MFT.
  • ITSM Integration: The workflows seamlessly integrate with ITSMs like ServiceNow, enabling the creation of Requested Items (RITMs) and updating tasks within the platform.
  • Flexible Deployment: This solution allows deployment as a Docker container on any cloud provider or within an on-premise customer data center.

Accelerate Partner Onboarding

Manual onboarding is often slow, error-prone, and expensive. Galileo’s agentic AI empowers business users and MFT administrators to accelerate the process by referencing successful partner setups and using them as templates for new onboarding.

Empower users to resolve file transfer issues

When file transfer errors occur, Galileo’s agentic AI provides business users with instant access to detailed route information—eliminating the need for admin support or tickets.

Simplify PII Compliance in File Transfers

Galileo’s agentic AI enables business users to quickly identify and replicate compliant routing patterns by asking in simple, natural language.

Instant SLA intelligence for MFT Operations

With Galileo’s agentic AI embedded into the MFT application layer, business users and admins gain instant visibility into operational performance.

Frequently Asked Questions

Why should we consider using the Secure File Routing Portal ( TransferIQ Orchestrate )?

TransferIQ Orchestrate is instrumental in streamlining and automating onboarding and file routing processes, reducing manual errors and administrative overhead, thus enhancing operational efficiency.

How does the Secure File Routing Portal ensure security during interactions?

TransferIQ Orchestrate implements robust role-based access control and seamlessly integrates with SAML-based SSO systems like Okta, providing secure user access.

Can the TransferIQ Orchestrate be customized to meet our specific business needs?

Absolutely! TransferIQ Orchestrate offers customizable workflows and flexible file route requests.

How does TransferIQ Orchestrate provide insights into file transfer activities?

TransferIQ Orchestrate Portal Analytics offers comprehensive insights through personalized dashboards and reports.

Can TransferIQ Orchestrate integrate with our existing systems and adapt to our deployment preferences?

Yes, TransferIQ Orchestrate provides seamless integration with ITSM systems like ServiceNow and offers flexible deployment options.