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Version: 19

Set dossier intermediary

Business goal​

Sets an intermediary FSP on a dossier. The intermediary to link is resolved by matching the configured financialSpIdentifier against the identifiers of the intermediaries that are available for the dossier's FSP.

Configuration​

  • Add the action SetDossierIntermediary.
  • Link this action to an appropriate event.

Behaviour​

  • The action looks up the intermediaries available for the dossier's FSP and selects the one whose identifier matches financialSpIdentifier according to the configured matchType:
    • EXACT – the identifier equals financialSpIdentifier (case-insensitive).
    • SUBSTRING – the identifier contains financialSpIdentifier (case-insensitive).
    • REGEX – the identifier matches financialSpIdentifier as a regular expression (case-sensitive).
  • financialSpIdentifier supports the {{fspIdentifier}} placeholder, which is replaced by the identifier of the fsp the action runs on before matching. This lets the same config select each fsp's own intermediary (e.g. {{fspIdentifier}}-data-classification with EXACT resolves to my-fsp-data-classification on the my-fsp fsp), which is the recommended way to disambiguate when several fsps expose similarly named intermediaries. It is intended for EXACT/SUBSTRING; with REGEX the raw pattern (including the placeholder) must itself be a valid regular expression.
  • Exactly one available intermediary must match. If no available intermediary matches, or if more than one matches, the action fails (nothing is changed). Make sure financialSpIdentifier and matchType are specific enough to resolve to a single intermediary.
  • If no intermediary is linked yet, the matched intermediary is created on the dossier.
  • If a different intermediary is already linked, its pending information exchanges are cancelled and the link is updated to the matched intermediary.
  • If the matched intermediary is already linked, the action does nothing.
  • When an associatedPartyFilter is configured, the action only runs when at least one associated party of the dossier matches the filter.

Settings​

Settings Configuration

Examples