PARTNER ONBOARDING

Trading partner onboarding.
One flow. A clear starting point.

Prepare a trading-partner file connection with endpoints, authentication requirements, test files and agreed acceptance criteria.

Discuss your workflow See how it connects

Team working through a software implementation and data requirements

SAME
DATA
FURTHER
GOOD

SOURCE / EXCHANGE / DESTINATION

BUSINESS FILES / PARTNER CONNECTIONS / APPLICATIONSFILE EXCHANGE / BY MALTEXI

01 / THE WORK, MADE CLEAR

Agree the connection before the first live file.

Partner onboarding brings business and technical expectations together. Identify who owns each endpoint, how credentials are exchanged and what constitutes a successful test. Include the receiving application’s response as well as the transport result.

01
Collect
Endpoints, contact owners, protocol and authentication requirements.
02
Agree
File expectations, delivery timing and evidence of completion.
03
Test
A successful exchange and a defined exception with both partner teams.

02 / THE CONNECTION THAT MATTERS

The connection brief.

The connection brief.
Context	What matters	The handoff
Connection	Sender, receiver and endpoint details	Technical owners
File	Example, naming expectations and readiness	Source and destination owners
Acceptance	Delivery evidence and application response	Business owner

Enterprise infrastructure illustrating a protected business-data handoff — Make the next step clear.

03 / BUILT AROUND YOUR WORK

Treat changes as part of the relationship.

Endpoints, credentials and receiving interfaces can change after launch. Agree how partners notify each other and how changes are tested. A clear ownership record is as useful during a certificate update or destination change as it is during initial setup.

Start a focused conversation

A CLEARER PICTURE