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How to Create a Client

Task: Creating a Client using Client Name “ACME Client” and Client Id “ACME001″(Unique).

Description  of fields :

While creating client these are the fields required:
Client Name:
This is a mandatory field. Provide a client name which exactly matches the client name present in the event processed. It is not case sensitive.
Client Id:
This is an optional field. Provide a Client Id which exactly matches the Client Id present in the event processing. It is not case sensitive.

Primary Route: Collection of Node ID’s to form a Path/route from a start stage to another.

Primary File Type :
Mention the Format of the file /file extension would be the type.
Secondary Route :
Collection of Node ID’s to form a Path/route from a second level stage to the l level of three.
Secondary File Type : 
Mention the Format of the file /file extension would be the type
Success Percentage:
This is a mandatory field which accepts the Client required Success Percentage. successful events will be represented with the value 100 and failed events will be represented by 0
Time to Process:
This field defines the processing window objective within which the file must be processed. Files processed within the Time to Process window will result in a success value and files process outside the Time to Process window will return a failure.
Success Percentage:
This is a mandatory field which accepts the Client required Success Percentage. successful events will be represented with the value 100 and failed events will be represented by 0.
Assign Business Unit (ALL) : 
Allocating business units to Client
Assign Business Unit (Group) : 
Allocating business Groups to Client
Create (button) :   
Used to Create a new Client with required data
Cancel(button) : 
Used to empty the values of inputs/Clear the existing values/reload the page to build a new   search

Procedure to Follow:

  1. Enter the Client Name with the Trading Partner name(ACME Client).
  2. Enter the Client Id with the Unique Trading Partner Id(ACME001).
  3. Enter the Primary route and File type related to Client(SFG to FTP, .txt).
  4. Enter the Secondary route and File type related to Client(FTP to FS, .txt).
  5. Enter the Success Percentage and Time to Process(100 %, Hours).
  6. Assign Business Unit and Business Group.

In this scenario, ACME Client details are provided in the ‘Create Client’ as shown below Figure.

After entering all the details of the client, click on create button it will create client successfully as shown below Figure.

ACME Client is now successfully created.

Updated on August 2, 2019

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