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Submit a Toolkit

Question & Answer


Question

Submit a Toolkit

Answer


Submit a Toolkit

Before you begin

Once you have completed the initial data collection savethe toolkit to your computer or network drive. The next step willbe to submit the Toolkit to Sterling Data SynchronizationManagerfor validation

To submit the Toolkit use the following steps.

Procedure

  1. Select Submit Toolkit in the QuickLinks area of the Home page.
    Note: TheSubmit Toolkit link is also available by clicking on the ManageItem tab on the blue tool bar located at the top of theHome page.

    The Toolkit Checklist screendisplays.

  2. Read the Toolkit Checklist make sure you have completedall the items and click GO.

    TheSubmit Toolkit screen displays.

  3. Click Browse to locate the Toolkitin the appropriate folder on your local hard drive.
    Note: Specialtycharacters are not allowed in the file name or path of the saved file.
  4. Double-click the filename for the Toolkit.

    Thefolder path should appear in the Toolkit File spaceprovided.

  5. Click Submit Toolkit.

    The Toolkit Complete dialog box confirms that yourToolkit was successfully submitted.

  6. Click GO to Return to the Sterling Data SynchronizationManager Homepage

Results

Note: Hosted EX clients must submit the flat files using anAS2 or FTP connection.

After you have submitted the toolkitor Flat Files (Hosted EX) you will receive an e-mail confirmationthat the file has been submitted successfully for processing.

Theexample e-mail is shown below:

Whenyou submit the completed Toolkit or Flat File it is sent to Sterling Data SynchronizationManager fordata validation; it is not sent to your Data Pool or Trading Partnersat this time.

Your dedicated Business Analyst will also receivean e-mail notification that a Toolkit or Flat File has been submittedfor validation. Once you have successfully submitted the toolkitthe File Management Section of the Home page will reflect the filethat you just submitted.

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[{"Business Unit":{"code":"BU055","label":"Cognitive Applications"},"Product":{"code":"SS73G6","label":"Sterling Total Payments for Financial Services"},"Component":"","Platform":[{"code":"PF025","label":"Platform Independent"}],"Version":"All Versions","Edition":"","Line of Business":{"code":"","label":""}}]

Document Information

Modified date:
08 December 2018

UID

ibm10752623