TransferIQ Continuous Touch | Partner Credential Compliance Automation

Overview

TransferIQ Continuous Touch App integrates seamlessly with MFT/B2Bi platforms to streamline partner account management—covering password rotations, certificate renewals, contact validation, and deactivation of inactive accounts. Partners are guided through these updates via automated email campaigns, enabling a fully self-service experience with minimal admin intervention. This eliminates manual overhead, reduces costs, and ensures compliance with enterprise security policies—without disrupting file transfers between business users and partners.

Target Users

Enterprises conducting high-volume file transfers with hundreds of external partners via MFT platforms
Business users responsible for overseeing partner file transfers without deep technical expertise
MFT administrators managing partner onboarding, credentials, and account lifecycles
IT operations teams handling approval workflows and maintaining audit trails through ITSM tools like ServiceNow

User Objectives

Maintain compliance with enterprise security policies through automated password rotations, certificate renewals, and contact validation
Prevent file transfer disruptions caused by expired or outdated partner credentials
Gain real-time visibility into the compliance status of all partner accounts
Seamlessly integrate with enterprise systems such as SSO and ITSM platforms like ServiceNow

Value Proposition

Proactively identifies expiring certificates, keys, and passwords, launching a secure, customizable self-service update flow for partner contacts
Prevents failed file transfers by ensuring credentials are always valid
Automates compliance with enterprise security policies for credential and certificate lifecycle management
Keeps partner contact information up to date with minimal admin effort
Enhances productivity by eliminating manual, error-prone processes
Reduces IT workload by enabling partners and clients to manage updates independently
Seamlessly integrates with SSO (e.g., Okta) for secure access and ServiceNow for centralized workflow tracking
Leverages an agentic AI companion to surface credential compliance insights and prioritize At-Risk partner accounts

Features

Automated Partner Recertification: Handles partner recertification independently, eliminating business line involvement.
Automatic Audit Reports: Generates comprehensive audit reports, saving substantial IT time.
Secure Deep Links Access: Utilizes secure deep links to interact with partners and their contacts, minimizing manual intervention and maximizing efficiency.
Customizable Recertification Campaigns: IT operations can set recertification frequency, customize reminder emails templates, and customize email notification sequence to enforce Recertification.
Reduced IT Helpdesk Load: Alleviates the IT help desk's workload by automatically processing updates and generating detailed reports for follow-up.
Self-service Approach: Sends secure links to registered contacts, enabling partners and clients to update their records independently.
Contact Management: Set a timeframe to verify partner contacts and update if needed.
Flexible Deployment: This solution allows deployment as a Docker container on any cloud provider or within an on-premise customer data center.

Galileo: AI Companion for TransferIQ Continuous Touch

Built on the Backflipt AI platform, Galileo powers the Continuous Touch app using an agentic AI model that analyzes, suggests, and acts.

Insights

Galileo’s agentic AI is trained on the operational data generated through the Continuous Touch app, using the Agentic App Development Framework within the Backflipt Platform. Once trained, the AI agent is deployed to deliver real-time insights to business users and MFT administrators.

Following are some examples of insights provided by Galileo.

Credential Compliance Insights: Credential expirations and outdated certificates can disrupt critical file transfers. The Continuous Touch App, powered by Galileo’s agentic AI, automates credential and certificate updates while delivering real-time, actionable insights. Business users and MFT administrators can ask natural language questions to surface key metrics—such as average partner response times, frequency of compliance violations, number of reminders required, or campaign failure rates due to invalid contacts. The AI companion also provides recommendations on contact validation frequency, enabling proactive credential hygiene and reducing admin overhead through an intuitive, conversational interface.

Suggest

Galileo’s agentic AI for Continuous Touch delivers intelligent, real-time suggestions, helping business users and admins prioritize critical partner accounts that require credential compliance updates.

Focus on At-Risk Partner Accounts: The Continuous Touch app ensures partner credentials stay up to date. However, if partners fail to update their credentials, Galileo’s agentic AI can automatically generate a prioritized list for business users and MFT admins to focus on. This list highlights partners with credentials set to expire within the next seven days, or critical partner accounts that require immediate attention as the updated certificates failed validation checks.

Act

Galileo extends beyond insights and suggestions, enabling autonomous actions on behalf of business users and MFT admins.

Proactive Alerts for Seamless Operations: Galileo’s agentic AI monitors credential campaigns in real time, alerting users when partner contact information changes or when submitted certificates fail validation, ensuring corrective actions are taken promptly to maintain seamless operations.

Frequently Asked Questions

Why should we consider licensing the TransferIQ Continuous Touch App?

TransferIQ Continuous Touch App automates the process of partner information validation, password, and certificate updates, ensuring security, compliance, and productivity. This significantly reduces the risks associated with outdated details, password reuse, and manual checks that are prone to oversight.

How does TransferIQ Continuous Touch differ from the traditional manual update methods?

While traditional methods depend on manual checks or scripts, which can be inefficient and time-consuming, TransferIQ Continuous Touch automates the update process. This results in enhanced security, ensured compliance, and reduced workload for IT administrators.

Can the TransferIQ Continuous Touch App save IT hours?

Absolutely. The app automates partner recertification and generates audit reports, saving hundreds of IT hours that would otherwise be spent on manual operations.

How does TransferIQ Continuous Touch enhance the partner experience?

TransferIQ Continuous Touch offers deep link access to interact with partners directly, eliminating navigation barriers. Moreover, it provides enterprise admin teams with complete customization options, including personalized emails, recertification timers, reminders, and branding elements to enhance partner interactions.

What does the recertification process involve?

The recertification involves partners logging into ST and MFT portals to update passwords or certificates for secure file exchanges. They do this using personalized links from the TransferIQ Continuous Touch App, making it a seamless experience.

How does TransferIQ Continuous Touch support IT help desk operations?

The app reduces IT help desk workload by providing partners and clients a self-service approach to update records. This means fewer queries, calls, or reliance on emails for password updates and contact information changes.

Is the app flexible in terms of configuration and integration?

Yes, the TransferIQ Continuous Touch App is fully configurable, allowing for customization of various settings such as recertification timers, email templates, and reminders. Moreover, it supports over 400+ enterprise application integrations, including popular platforms like O365, Teams, Slack, and Axway’s ST, MFT, and B2Bi.