Terms and Conditions Management

primary navigation main > reference data > terms & conditions create new screen field description example type the type of terms & conditions you wish to register this depends on the ecosystem configurations participant service name the common name of the external signing service docusign name the name of the terms & conditions version adhesion terms v1 external signing service boolean enables the external signing service template ids currently, the directory supports docusign so setting to true will use true signing service template id this is the template id of the template that has been registered on the docusign this will be the document generated to the participant if multiple signers are possible for the document than on the docusign multiple templates each with the corresponding signature must be added and linked on the directory a9957939 4133 4ee6 a8fe 836fb3b5b0f8 signing service subject this is the id of the user that has the templates registered on its account f4a0b5cf c6c3 4e2f 9d7c 21f9f20726c4 signing email subject the email subject terms and conditions for organisation abc content the content of the email sent please sign the adhesion terms for the directory external provider configuration and management like mentioned previously, the raidiam connect platform leverages docusign under an independent software vendor agreement to power flexible contract issuing and signing processes configuration of the documents and templates is quick and can be done directly by a non developer user as the docusign platform is simple to use before being able to configure your documents, you need to make sure you have administrator access to the docusign account that was created to your ecosystem if you're having trouble accessing your account, enter in contact with the raidiam team for assistance inside the docusign platform, you have access to "templates" these templates are the documents that will be sent out to your participants you can customize the templates to your liking and it's possible to send information from the raidiam connect platform directly to docusign, making the onboarding process faster by not asking your participant to repeat information creating a new template and configuring it generally, you already have a specific document in mind you want your participants to sign examples of these are adhesion terms to the ecosystem or an individual term that binds the participant to a specific organisation all of these can be configured and you also can have multiple templates at the same time after creating the template, you're free to adjust what the subject and message of the notification will be below is an example of an adhesion term to the open banking directory translation the participant directory is the main architectural component of open banking which enables standardized data sharing, products and services related to customers, by financial institutions and other institutions authorized by the central bank of brazil through the opening and integration of platforms and information systems (apis), in a secure, agile and convenient way the participant directory is an identity and access management service that provides information on the list of permissions to access to apis and the participants that have been authorized/registered the functional capabilities of the participant directory are divided into manage the identity and access of participants manage digital certificates manage directory information (maintain and manage the participant entities (maintain and manage participant entity information via apis) translation i, , cpf understand that the temporary credential i have received may be used to manage any entity participating in open banking and authorized by bacen of which i am an officer/administrator this temporary access credential will be used to initiate processes on the participant directory platform that may significantly impact the significantly impact the organization's ability to participate in the open banking ecosystem i understand that i am solely responsible for the security and use of this temporary access credential and i confirm that i will not share this temporary access credential with other persons or entities after you're happy with your template, you just need to copy the template id which is located below the title with this, you can finish setting up the terms & conditions inside the connect platform