In order to see if your trading partner is a member of the Riskonnect ESG Network, you can use the Account Search feature in Riskonnect ESG to perform a network-wide search. If you find the trading partner you are looking for, you can connect to that trading partner by creating a Trading Partner Relationship.
To search for a trading partner:
- Log in to the Riskonnect ESG application and go to either the Accounts or Trading Partners tab.
- Click New.
- Enter in your search criteria, and then click Search.
If the trading partner you are looking for is already a member of the Riskonnect ESG Network, you will see them displayed below your search.
To connect with a trading partner:
- In the search results section, click Connect.
To view more details on the account, click anywhere in the grey results box. - On the Define Your Trading Partner Relationship screen, enter in the following details:
- Name Your Relationship - enter in the trading partner's name
- Status - select your business relationship status with the trading partner
- Type - select the type of trading partner
- Internal IDs - you can add customer-specific identifiers for this trading partner
- Comments - enter in a brief comment about the trading partner
- Click Relationship Tags, and then select or add new keywords that describe your trading partner
Note: This is a very sensitive step in this process depending on what Trading Partner Groups you have defined and what existing compliance requirements are set on those groups. - Click Relationship Attributes, and then select or add new keywords that describe your trading partner
Note: This is a very sensitive step in this process depending on what Trading Partner Groups you have defined and what existing compliance requirements are set on those groups. - Click Save.
You can also click Cancel to cancel your relationship connection with the trading partner. - After you have saved your relationship, you will note that the Connect button now shows Connected.
You have successfully searched for and created a Trading Partner Relationship with a trading partner that exists as a member in the Riskonnect ESG Network.
If you don't find the trading partner you are looking for, chances are they are not a member of the Riskonnect ESG Network. Please visit Adding New Members to the Riskonnect ESG Network for more information.
