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Status Planned for future release
Created by Guest
Created on May 10, 2021

About email notifications and body

Issue 1:


For Example there is a partner called ABCBank and we have three child accounts(ABCBank-1, ABCBank-2, ABCBank3) in Sterling Integrator as well as PEM. And we have to rollout a activity for ABCBank and we would like to reset a password for ABCBank-2 but email notfication is getting all child accounts from PEM automated email.


Is there any feasibility in PEM we can select specific child account while rolling-out an activity so that specific child account only receive email notification.


Issue 2:

Can we choose specific email template for each PEM Definition ?


If you can accomdate in next version that would be great.


FYI - TS005516535

What is your industry? Financial Markets
How will this idea be used?

Currently when we rolling out an activity all the accounts under on parent partner account are getting email notification. If we have an option to choose which email account needs to get notification that would clear confusion to the partners.

  • Admin
    Greg Russell
    Aug 19, 2021

    Steven,

    Based on further discussion, this looks like our plans for third party processor (TPP) would address your ask. With TPP, we could set up partners with different "divisions" that would then allow you to reach out to a specific partner division and address their needs. I will promote this one to a plan for a release based on this understanding.

  • Guest
    Aug 16, 2021

    Hi Greg,


    For better explanation we have provided the password activity example. Forgot about SFG and password resets. What we want is when we rolling out a partner in PEM under that partner there may be multiple child’s users. We need to have an option to select particular user to get email notifications. So that only that user can involve in that activity. Currently all users under the partner getting email notifications. If needed, we can schedule a call and discuss. Please let me know if you have any questions


  • Admin
    Greg Russell
    Aug 12, 2021

    Steven,

    We will need to understand if you are talking about resetting a password for a PEM account or an SFG account. This will determine if you are referring to a third party processor capability where a third party processor would manage a series of partners of if you talk considering that this is resetting a password in SFG where each SFG connection is a separate trading partner, but we have the ability to set up a partner with systems below them for those separate connections in PEM.

    Let me know if we need to get on the phone to review this further.

  • Admin
    Greg Russell
    Aug 6, 2021

    Steven,

    I believe that the ask is that you want to be able to reset the password in SFG for one of the systems in PEM. PEM has the concept of Systems that allow one partner to have more than one connection. Are you looking for PEM to be able to reset passwords in SFG for each one of these individual systems?

  • Admin
    Greg Russell
    May 10, 2021

    Steven,

    Thanks for comments and suggestion. I am working with the Engineering team to determine the best course of action. I will update you as those discussions progress.