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When the team system receives two files, they it will update the procedures for checking and validating the data. In addition, they will implement a new process to connect to Sunlifeā€™s system, allowing them to acquire a unique identifier (comparable to a tracking number). Moreover, they will merge individual reports into a unified document and improve the comprehensibility of error reports.

Trading Partner Flow

  1. A file is placed in a designated FTP location. The process flow retrieves this file and checks for the presence of a corresponding client file in the same location.

  2. If the client file is found, the process creates a JSON trigger file in a specified location and relocates the two source files to the same location as the trigger file.

  3. If the client file is not found, the process flow terminates.

For more details please refer to this Process Flow: SL_PF_InboundFile_TradingPartner_v2

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Client Flow

  1. A file is placed in a designated FTP location. The process flow retrieves this file and checks for the presence of a corresponding trading partner file in the same location.

  2. If the trading partner file is found, the process creates a JSON trigger file in a specified location and also relocates the two source files to the same location as the trigger file.

  3. If the trading partner file is not found, the process flow terminates.

For more details please refer to this Process Flow: SL_PF_InboundFile_Client_v2

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Merge Flow

For more details please refer to this Process Flow: SL_PF_Outbound_MergeFlow_v2

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