Sterling B2B Integrator - Configure User Permission

You can use Sterling B2B Integrator to give the necessary permissions to an EBICS user by assigning either all the order types and file formats or a subset of the order types and file formats that are currently assigned to a partner in a particular offer.

You can search for a partner-user relationship from under the Administration menu.

To search for a partner-user relationship, complete the following steps:

  1. Log in to Sterling B2B Integrator.
  2. From the Administration menu, select EBICS > Subscription Manager > User Permission Configuration.
  3. In the User Permission Configuration page, perform one of the following actions, and click Go.
    • Under Search in the Partner ID field, enter either a part of the partner ID or the entire partner ID you are searching for. To select from a list of partner IDs, click the Lookup icon next to the Partner ID field. You can type a part of the partner ID in the Filter Data By Partner ID field and click the filter icon to view a filtered list. You can also select a Partner ID from the Select Partner ID list and click Save.
    • Under Search in the User ID field, enter either a part of the user ID or the entire name of the user ID you are searching for. To select from a list of user IDs, click the Lookup icon next to the User ID field. You can type a partial name in the Filter Data By User ID field and click the filter icon to view a filtered list. You can also select a user ID from the Select User ID list and click Save.
    A list of relationships that exists between the user and the partner, the offer, and the bank the partner has established a contract with, is displayed.

You can use the Subscription Manager in Sterling B2B Integrator to edit user permissions.

To edit the user permission configuration:

  1. Log in to Sterling B2B Integrator.
  2. From the Administration menu, select EBICS > Subscription Manager > User Permission Configuration.
  3. In the User Permission Configuration page, using either Search or List, locate and select the contract you want to edit, and click Go.
  4. Click edit next to the user permission you want to edit. Click info to view a summary of each user permission.
  5. The List of Order Types page lists the order types assigned to the user.
    The following information is displayed:
    • Order Type
    • Protocol Version
    • File Format
    • Authorization Level - T, E, A, or B
    • Selected Accounts - Partner Account ID (Click the link to view the details of the partner account. )
    • Currency
    • Maximum Amount
    You can add or remove order types by clicking add or delete next to Add or Remove Order Type(s).

    You can also edit the settings of most order types assigned to the user by clicking edit next to the order type. Not all order types can be edited. When editing the list of order types, you can modify the value of the Authorization Level if the order type is a bank-technical order type. However, you cannot modify the value of the Authorization level if the order type is a download bank-technical order type whose protocol version is set to H003, because H003 does not support Electronic Signatures. For certain order types, you can also modify the Maximum Amount.

  6. This step is applicable if you chose to add or delete an order type associated with the user. You can enter a part of the order type in the Filter Data By Order Data field and click the filter icon to view a filtered list. You can also use the arrows to add the Available Order Types to the Selected Order Types list. Click the first double arrow to add all the available order types to the Selected Order Types list.
    The Available Order Types list contains the order types assigned to a partner in a contract. You can assign permissions to a user by moving the order types from the Available Order Types list to the Selected Order Types list. Click Next when finished.
  7. This step is applicable if you chose to add an order type associated with the user. In the Order Type Attribute Settings page, you can click the Partner Account ID link to view the Partner Account information. To select the settings, enter the values for the fields listed in the following table and click Next.
    Field
    Description
    CurrencyThis field is not editable. The value of this field depends on the partner account it is associated with.
    Maximum AmountOptional. Specify the amount limit for the user. The account association is applicable for bank-technical order types, but not applicable for download bank-technical order types whose protocol version is set to H003, because H003 does not support Electronic Signatures.

    For order types applicable to the account association, at least one maximum amount must be entered in the partner account. The value must be greater than 0.

    Authorization LevelOptional. Select the signature authorization of the user who acted as the signatory. Valid values are:
    • [T] Transport Signature – Use to submit the order data
    • [E] Single Signature – Use to authorize the order data
    • [A] First Signature - Use to authorize order data
    • [B] Second Signature - Used to authorize order data
    Note:
      • If minimum signatures = 1, then the user with E signature can authorize the order.
      • If minimum signature >= 2, then the user with E,A, or B signatures can authorize the order.
      • Not all users can have the B signature class.
    • This field is not applicable to INI, HIA, and download order types with protocol version set to H003 or H004.

    To view this option, specify the authorization level in the ebics_server.properties file by setting the value of the SigClassesAllowed parameter to 'TEAB', which indicates that the EBICS Banking Server supports T, E, A,and B signatures.

    In Transport signature, the role of the user is submitter. In single signature, the role of the user can be either submitter or signatory.

    If you do not specify a value for this field, the default value, [T] Transport Signature, is used.

    Replace Default AttributesValid values are:
    • Replace Currently Added Order Types - Indicates that the attributes specified in this page are applied to the order types that have just been added from this user interface. This does not include the order types that are retrieved from the database, and the order types that were added earlier.
    • Replace Newly Added (unsaved) Order Types - Indicates that the attributes specified in this page are applied to the order types that have been added but are not yet saved. This does not include the order types that are retrieved from the database.
    • Replace ALL - Indicates that the attributes specified in this page are applied to all the order types in the Selected Order Types list. This is the default value.
  8. This step is applicable if you chose to edit an order type associated with the user. In the Setting of Order Types page, you can edit the Authorization Level for the associated order type.
    To edit the Authorization Level setting, choose one of the following from the list:
    • [T] Transport Signature – Use to submit the order data
    • [E] Single Signature – Use to authorize the order data
    • [A] First Signature - Use to authorize order data
    • [B] Second Signature - Used to authorize order data
    Note: When the authorization level is changed from EA, or B to T, the associated accounts and signatories are disassociated.

    Click Next when finished.

  9. This step is applicable if you chose to edit an order type associated with the user and only to certain order types. In the Account Association page, you can click the Partner Account ID link to view the Partner Account Information. To edit the Maximum Amount setting for one or more associated Partner Accounts, specify the amount limit for the partner in the Maximum Amount field. At least one Partner Account must be associated with Maximum Amount.
    Click Next when finished.
    Note: The account association is applicable for bank-technical order types, but not applicable for download bank-technical order types whose protocol version is set to H003, because H003 does not support Electronic Signatures. For order types applicable to the account association, the maximum amount must be entered in at least one of the partner accounts. The value must be greater than 0.
    This returns to the List of Order Type(s) page.
  10. In the List of Order Type(s) page, click Next.
  11. In the Confirm page, verify the user permission configuration settings,.
    Click Show All next to List of Order Types to view the list of order types assigned to the user. After verifying all user permission configuration settings, click Finish.

You can verify that the information on user configuration is present in the Subscription Manager database from the Administration menu.

To verify if the information on user configuration is present in the Subscription Manager database, complete the following steps:

  1. Log in to Sterling B2B Integrator.
  2. From the Administration menu, select Operations > System > Support Tools > SQL Manager.
  3. In the SQL Manager page:
    • To view user relationship information pertaining to the user and the partner, select * from EB_PTNER_USER.
    • To view user relationship information pertaining to the bank and the offer, select * from EB_HOST_OFFER.

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Sterling B2B Integrator - Configure Offer Manager

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Sterling B2B Integrator - EBICS Server User

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Sterling B2B Integrator - Create a Signatory