Data Flow Template Configuration

PCM activities can be further leveraged by building reusable data flows that can be selected during the partner onboarding process.

1. Log in to PCM.
2. Click Partner > Create Partner.
3. Enter required details:
   1. Ensure that the partner name/ID is preceded by Template_. Any partner whose name contains this string can be used to create base data flow templates that can be leveraged by other partners.
4. Click Application > Create Application.
5. Enter required details:
   1. Ensure that the application is preceded by Template_. Any application whose name contains this string can be used to create base data flow templates that can be leveraged by other partners.
6. Click Data Flows > Build Data Flow.
7. Select Template_<partner> and Template_<application>.
8. Configure inbound and outbound file handling for the data flow:
   1. MFT should be used when routing is handled based on regular expressions.
      i. To configure an EFT data flow, provide regular expressions to be used in the data flow.
   2. Document handling should be used when file routing is based on file type, regardless of file content.
      i. To configure a document handling data flow, provide information in the following fields:

      • • Doc Type
      • • Transaction
      • • Sender ID
      • • Receiver ID
   3. Click Add Data Flow and provide required information for either MFT or document handling.
9. Click Rules to set up data flow steps.