TransferIQ Orchestrate – AI-Powered MFT Partner Onboarding & Routing Application

Overview

The TransferIQ Orchestrate App seamlessly integrates with MFT/B2Bi solutions, providing a customized digital experience for onboarding trading partners and setting up file routes through a self-service platform with robust administrative oversight. A configurable workflow orchestrates the onboarding and file routing processes, enhancing collaboration and progress visibility for business users, administrators, and approvers. This system significantly reduces the time and resources needed to onboard and exchange files with new partners and manage and update routing details for existing partners. Automation of administrator actions minimizes costly manual errors, boosting overall efficiency. The app implements role-based access control to govern user views and actions, ensuring security. Additionally, Orchestrate App integrates seamlessly with SAML-based SSO systems like Okta, facilitating easy user access, and ITSM systems like ServiceNow for creating and updating RITMs for official record-keeping.

Target Users

Enterprises leveraging MFT products for high-volume file transfers with external partners.
Non-technical business users involved in partner onboarding and seeking visibility into file transfer activity.
MFT administrators managing partner accounts and configuring file transfer routes.
IT operations teams involved in approval workflows and system recordkeeping via ITSM platforms like ServiceNow.

User Objectives

Onboard new trading partners quickly and securely.
Configure and manage file routing paths for partner accounts.
Reduce manual intervention and eliminate administrative errors.
Maintain complete visibility and auditability over partner route creations and updates.
Monitor and get alerts on partner onboarding and route creation SLA violations.
Integrate workflows with enterprise tools like SSO and ITSM systems like ServiceNow.

Value Proposition

Enables self-service onboarding and file routing requests through intuitive forms.
Uses configurable workflows for approvals, collaboration, and visibility.
Automates backend MFT administration, reducing time and risk.
Presents a hierarchical, unified view of partner routes across test and production environments.
Integrates with SSO (Okta) for seamless login and with ServiceNow for centralized task management.
Agentic AI companion for Instant SLA intelligence for MFT Operations, resolve file transfer issues, enforce PII compliance in file transfers

Features

Self-Service Partner Onboarding Requests: Business users can easily submit self-service requests for onboarding new trading partners by filling out customizable and user-friendly forms. These requests undergo a review process by administrators who supplement them with any necessary additional details before creating partner accounts in MFT with just a single click.
Self-Service File Route Requests: Business users can submit requests to create new file routes or update/delete existing file routes for partner accounts in MFT using easy-to-understand and customizable forms. The forms capture details such as the route direction, protocols, file type, file metadata, source, destination information, and additional options like file encrypt/decrypt, file rename, etc. of a file route. Administrators further review the requests to provide additional details before creating or updating the routes in MFT with a single click.
Configurable Workflow: Partner onboarding and route creation process operates through a customizable workflow that engages business users, administrators, and approvers. This adaptable workflow incorporates a collaboration feature, enabling real-time inline information exchange for timely completion. All participants in the workflow benefit from comprehensive visibility into the progress, ensuring a transparent and efficient workflow experience.
Automating Administrative Actions: Through seamless API integration with MFT, administrators can effortlessly execute essential MFT administrative tasks, such as creating and updating partner accounts and file routes, with just a single click, eliminating the potential for errors associated with manual processes.
Hierarchical View of Partner Accounts and Routes: The Orchestrate App provides an organized, hierarchical view of trading partner accounts within MFT, showcasing associated file routes for each account and comprehensive route details. In the case of a trading partner acting as a Third-Party Administrator (TPA), the view encompasses route details tailored to each client serviced by the TPA.
Integrated Management of Test and Production MFT Instances: The Orchestrate App seamlessly integrates with Test and Production MFT instances, providing a unified view. This enables business users and administrators to efficiently onboard trading partners and create and validate file routes in the Test Instance before promotion to the Production Instance. Users gain comprehensive visibility into partner accounts and route details across test and production instances within a single pane.
Access Control: The app enforces a role-based access control system to regulate user views and actions effectively. Business users' perspectives are additionally refined using the business unit attribute. All users are presented with consistent views within a specific business unit, ensuring uniformity. Importantly, these views remain isolated and are not shared across different business units, maintaining confidentiality and relevance for each unit.
Audit Reports: The Orchestrate App provides comprehensive out-of-the-box reports summarizing all activities performed within the app, addressing the needs of both business users and administrators. Business users can access reports specific to actions within their respective business units, offering focused insights. In contrast, administrators can access reports across all business units, ensuring a broader view of app activities.
Legacy Accounts Visibility: The Orchestrate App includes a synchronization feature that facilitates the seamless import of legacy account and route details from MFT. This integration empowers business users and administrators to execute self-service functions on these imported accounts and routes, ensuring a unified approach to managing existing and new data within the app.
ITSM Integration: The workflows seamlessly integrate with ITSMs like ServiceNow, enabling the creation of Requested Items (RITMs) and updating tasks within the platform. These workflows can be triggered to initiate actions based on RITM approvals or rejections within ServiceNow. This integration establishes ServiceNow as the central official system of record for all enterprise activities, ensuring a cohesive and streamlined workflow process.
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 Orchestrate

Built on the Backflipt AI platform, Galileo powers the TransferIQ Orchestrate 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 TransferIQ Orchestrate 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.

Accelerate Partner Onboarding

Manual onboarding is often slow, error-prone, and expensive. Galileo’s agentic AI empowers business users and MFT administrators to accelerate the process by referencing successful partner setups and using them as templates for new onboarding. Users can quickly retrieve relevant configurations—such as partner account details or common route setups—through natural language queries.

Faster onboarding. Fewer errors. Smarter MFT operations.

Empower users to resolve file transfer issues

When file transfer errors occur, Galileo’s agentic AI provides business users with instant access to detailed route information—eliminating the need for admin support or tickets. Users can quickly retrieve relevant partner and file transfer configurations to troubleshoot issues independently through simple natural language dialogue.

Resolve issues faster, lighten admin workload, and keep operations moving.

Simplify PII Compliance in File Transfers

When partner file transfers involve PII, routes must adhere to strict security standards such as enforced encryption and controlled storage. Galileo’s agentic AI enables business users to quickly identify and replicate compliant routing patterns by asking in simple, natural language. This ensures secure, consistent handling of sensitive data without relying on manual audits or administrator intervention.

Galileo ensures secure, compliant onboarding without slowing down the business.

Instant SLA intelligence for MFT Operations

Partner onboarding and file transfer routing in most enterprises still rely on manual ticketing workflows through systems like ServiceNow. This process is slow, siloed, and makes tracking SLAs cumbersome—requiring separate data requests and manual reporting.
With Galileo’s agentic AI embedded into the MFT application layer, business users and admins gain instant visibility into operational performance. SLA metrics, fulfillment timelines, and process bottlenecks can be surfaced in seconds—just by asking. No tickets. No reporting delays

Suggest

Galileo provides intelligent, in-the-moment suggestions to support business users and admins within the application.

Smart suggestions for Error-free Partner Onboarding

Galileo’s agentic AI analyzes onboarding form data in real time and prevents submissions to IT admins when errors are detected. It automatically flags incorrect selections—such as login methods, encryption settings, or PII handling options—based on the type of partner being onboarded. By catching mistakes early, Galileo eliminates downstream errors for MFT admins and ensures smooth, compliant partner onboarding and file transfers.

Act

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

Onboarding Request Creation Action

Business users can describe the type of partner they want to onboard in plain English. Galileo then generates a sample onboarding request form for the user to review and approve. Once approved, the request is automatically submitted to the admins for final processing.

AI-Powered Incident Intelligence and Automation through System Integrations

TransferIQ Orchestrate integrates seamlessly with systems of record such as ServiceNow, Splunk, and AWS CloudWatch. These deep integrations enable rich insights by analyzing historical data related to partner onboarding, file route creation, and file transfer issues. When a user encounters a transfer problem—especially with recently onboarded partners—Galileo, the AI companion, can surface similar past incidents and their resolutions through simple, natural language prompts. It can also create new tickets, post suggested resolutions directly into the connected systems, and set up personalized alerts based on specific activities tracked in these platforms.

Frequently Asked Questions

Why should we consider using the Secure File Routing Portal ( TransferIQ Orchestrate )?

TransferIQ Orchestrate is instrumental in streamlining and automating onboarding and file routing processes, reducing manual errors and administrative overhead, thus enhancing operational efficiency. Its customizable workflows and secure interactions make it an essential tool for businesses looking to optimize their file transfer processes and collaborations.

How does the Secure File Routing Portal ensure security during interactions?

TransferIQ Orchestrate implements robust role-based access control and seamlessly integrates with SAML-based SSO systems like Okta, providing secure user access. Additionally, it offers secure and cohesive workflow management through integration with ITSM systems like ServiceNow, safeguarding your data exchanges.

Can the TransferIQ Orchestrate be customized to meet our specific business needs?

Absolutely! TransferIQ Orchestrate offers customizable workflows, configurable self-service forms, flexible file route requests, adaptable role-based access control, and custom query generation, allowing you to tailor the application to your unique business requirements and preferences.

How does TransferIQ Orchestrate provide insights into file transfer activities?

TransferIQ Orchestrate Portal Analytics offers comprehensive insights through personalized dashboards and reports. Users can generate custom queries and tailored file transfer summary reports, enabling a detailed understanding of file transfer activities. The proactive SLA monitoring allows users to be promptly alerted of any deviations in file delivery or reception, ensuring immediate resolution.

Can TransferIQ Orchestrate integrate with our existing systems and adapt to our deployment preferences?

Yes, TransferIQ Orchestrate provides seamless integration with ITSM systems like ServiceNow and offers flexible deployment options, allowing deployment as a Docker container on any cloud provider or within an on-premise customer data center, ensuring adaptability to your existing infrastructure and deployment preferences.