Redwood: Override Inbound Message Definitions

You can now override a service provider’s inbound message definition to customize how messages received from a particular trading partner are processed. Instead of using the default inbound message definition set by the service provider, you can define alternate formats, standards, or data mappings for that partner’s inbound communications. This ensures seamless integration with your business processes without impacting other partners or the overall service provider configuration.

Here are some of the benefits of this feature:

  • Flexibility to meet partner-specific requirements:
    • You can tailor the message structure, content, and transformation to meet individual trading partner requirements. This customization is helpful because not all trading partners use the same messaging standards, formats, or business processes. 
    • You can assign message definitions using different standards for user-defined service providers. For example, you can send cXML to a partner even though the provider is set up for OAGIS 10.1.
  • Simplified maintenance and scalability:
    • Service providers can have general message definitions set as a default. You can maintain provider-level consistency by only overriding where necessary for exceptions. This keeps the setup manageable as you scale up the number of partners.
    • Changes made for one partner do not affect others. Isolated changes support a modular and maintainable approach to B2B messaging.

Steps to enable and configure

You can access this functionality by enabling the feature Simplify Configuration and Processing for B2B Messaging.

After you opt in, perform the following steps to add and configure these override message definitions:

  1. Define your Processing Rules: A Processing Rule includes a name, code, description, a designated type, and subtype. It is further characterized by a set of predefined qualifiers and attributes.
  2. Configure Processing Rule Values: After the Processing Rule has been defined, you can enter values for the predefined set of qualifiers and attributes.
  3. Validate Processing Rule Values: Use this tool to identify override messages that match the specified provider ID and partner ID values.
  4. Upload and Download Processing Rule Values: You can upload or download records within the processing rule values.

Define Processing Rules

  1. Navigate to B2B Documents.
  2. Set the filter to Inbound.
  3. Select a document and select Configure Processing Rules.
  4. Click Add and Submit after you've added the details for the new processing rule.

Note: You don't need to enter any qualifiers or attributes. They are populated automatically.

Add a new Processing Rule

Add a New Processing Rule

Configure Processing Rule Values

  1. Click Rule Values on the Processing Rules page.

Processing Rules – Rule Values icon

Rule Values Icon on the Processing Rules Page

  1. Click Add and Save after you've added the details.

Processing Rule Values

Processing Rule Values

Validate Processing Rule Values

  1. Click on Validate on the Processing Rules page.
  2. Enter a value into each of the fields.
  3. If a matching override message exists, it will appear in the results.

Validate

Validate

Upload and Download Processing Rule Values

  1. Click Download for the .csv to get generated and saved on your computer.
  2. Open the .csv.
  3. To make changes, update the desired values. For the ID cell, adjust the formatting to display standard, non-scientific notation. Don't alter its value.
  4. To add new rows, enter the service provider and partner values. Leave the ID cell blank.
  5. Save the .csv.

CSV file with a modified first row and an added third row

.csv File with a Modified First Row and an Added Third Row

  1. Click on Upload. Drag and drop the modified .csv file. The values will appear on the page.

Updated Processing Rule Values

Updated Processing Rule Values

Tips and considerations

  • You can define a single processing rule for each processing rule type per document.
  • You can add multiple processing rule values for the same processing rule.
  • Brazil-related inbound messages can't be overridden because the SEFAZ service provider doesn’t require trading partner setup.
  • The processing rule code can be any unique value as long as it meets the field string requirements.
  • This feature applies only to inbound override message definitions. Outbound override message definitions are not supported.
  • When you enable the Simplify Configuration and Processing for B2B Messaging feature, a scheduled process automatically migrates your existing inbound override messages.

Note: If you modify the application partner code XPath of an override message, the system creates a new user-defined message definition reflecting the modified code.

  • When no entries have been added to the Processing Rule Values task, and you want to upload them in bulk, click on Download to generate an empty .csv. Enter the service provider and partner values. Leave the ID cell blank.

Access requirements

Users who are assigned a configured job role that contains this privilege can access this feature:

  • Manage Collaboration Message Definitions by Web Service (CMK_MANAGE_COLLAB_MESG_DEFINITION_WEB_SERVICE_PRIV)

This privilege was available prior to this update.