Partnership Tasks List
Detailed list of all the onboarding tasks a user can expect to encounter in the context of a partnership
The below table enumerates all the possible tasks a user can expect to see in their onboarding journey with a trading partner. The table defines the task, the owner for the task, dependencies, and whether you can see it in the Partnership Page or in the Relationship Page.
| Phase | Task | What you need to do to complete the task | Waits on | Owner | Which view |
|---|---|---|---|---|---|
| Setup (create a trade request) | Complete User Account | Activate/sign in with the invite. | – | Follower (conditional) | Partnership |
| Setup (create a trade request) | Complete Onboarding Form | Submit the onboarding form | – | Follower (conditional) | Partnership |
| Setup (create a trade request) | Accept or reject trade request | Review the incoming trade request and accept or reject. | – | Receiver | Partnership |
| Setup (create a trade request) | Complete trade request | Finalize the request status after the receiver’s decision. | Review Request (any side) | Sender | Partnership |
| Setup (Guideline) | Create Guidelines | Create required guideline set(s) for needed transaction types. | Complete User Account (Follower); Complete Onboarding Form (Follower); Review Request (Any) | Leader | Partnership |
| Setup (Guideline) | Publish Guidelines | Publish/activate the guideline set. | – | Leader | Partnership |
| Setup (Comms channel) | Create Communication Channel | Configure and connect required channel(s). | – | Leader & Follower | Partnership |
| Setup (Comms channel) | Test Communication Channel | Run a channel test (or paired opposite-direction test). | – | Leader & Follower | Partnership |
| Setup (Relationship) | Configure Relationships | Configure the relationship (communication channel and guideline) | Create Guidelines; Publish Guidelines (Leader) | Relationship owner | Relationship |
| Testing | Create Test Transaction | Create a valid test for the relationship/transaction type. | – | Sender | Relationship |
| Testing | Assign Test Transaction | Assign the test to the required scenario checklist. | – | Sender | Relationship |
| Testing | Send Test Transaction | Send/queue the test to the partner. | – | Sender | Relationship |
| Testing | Deliver Test Transaction | Confirm test delivery on the receiver side. | Create Test; Assign Test; Send Test | Receiver | Relationship |
| Testing | Acknowledge Test Transaction | Acknowledge the received test (e.g., functional/system ack). | Send Test Transaction | Receiver | Relationship |
| Go Live | Send First Live Transaction | Send the first production transaction. | – | Sender | Relationship |
| Live | Receive First Live Transaction | Confirm first live transaction receipt (visibility). | Send First Live Transaction | Receiver | Relationship |
Updated 1 day ago
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