Sterling B2B Integrator - Create a Signatory

After configuring the contract and user permission, you can configure the designated list of signatories to be associated with the order type or file format in the contract. When configuring the contract, if you have specified the number of signatures required to authorize an order to a value greater than 0, you must configure the signatory.

1. Log in to Sterling B2B Integrator.
2. From the Administration menu, select EBICS > Subscription Manager > Signatory Configuration.
3. In the Signatory Configuration page, using the Bank ID (Host ID) and Offer Name drop-down lists, select the bank ID and the offer name with which you want to create a signatory and click Go. You can also specify a partner ID in the Partner ID field. Click on the Lookup icon next to the Partner ID field to select a partner ID from the list. Click Go.
   A list of partner contracts associated with the selected bank’s offer is displayed. Click info to view a summary of the contract. The ‘edit’ button is displayed if the contract has at least one order type or file format where the number of signatures required to authorize the order is greater than 0.
4. Click edit next to the partner ID you want to modify.
   A list of order types and file formats in the contract is displayed. The Partner ID, User ID, and Authorization Level fields are populated when signatories are assigned to the order type or file format of the contract.
5. The Partner Order Types page displays the following information for the Bank ID and Offer Name:
   • Order Type
   • Protocol Version
   • File Format
   • Min Sign Reqd
   • Max Sign Reqd
   • Partner ID (associated with the signatory)
   • User ID (associated with the signatory)
   • Authorization Level – T , E, A, or B (associated with the signatory)
   Numbers in red for Min Sign Reqd and Max Sign Reqd indicate that insufficient signatories are assigned to the order type.
6. Click edit next to the order type or file format to modify the details of the signatories.
   The signatories are grouped by Partner ID. If more than one signatory is assigned to the same partner, the User ID is displayed in split rows.
7. The Edit Signatories page displays the following information for the Bank ID and Offer Name for the Partner ID selected:
   • Bank ID (Host ID)
   • Offer Name
   • Order Type
   • Protocol Version
   • File Format
   • Min No. of Sign Reqd
   • Max No. of Sign Reqd
8. Click add, edit, or delete to add, edit, or delete a signatory respectively.
9. In the Add Signatories page, you can associate the signatories with the order types from an existing partner or a new partner.
   1. Specify the partner ID in the Partner ID field. To select from a list of partner IDs, click the Lookup icon next to the Partner ID field.
      A list of users associated with the selected partner with a non-transport signature permission and accessible to the selected order type and file format is displayed under Available Users and Selected Users.
   2. Use the arrows to add the Available Users to the Selected Users list.
   3. Click Next.
10. In the Edit Signatories page, click Next.
11. Click Next in the Partner Order Types page.
12. In the Confirm page, click Show All next to Order Type to view the number of signatories assigned to the order type. Verify the signatory configuration settings, and click Finish.