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A ‘Connect’ Protocol for B2B

A ‘Connect’ Protocol for B2B. Making B2B Connections as easy as ‘friending’ someone… or easier. Problem. B2B exchanges are typically privileged, requiring an initial partner validation/setup Analog to social networks: “friending” / “connecting”

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A ‘Connect’ Protocol for B2B

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  1. A ‘Connect’ Protocol for B2B Making B2B Connections as easy as ‘friending’ someone… or easier

  2. Problem • B2B exchanges are typically privileged, requiring an initial partner validation/setup • Analog to social networks: “friending” / “connecting” • PEPPOL has adopted an open, SMTP-like model… but this is the exception, not the rule • Maximizing adoption (especially by SMBs) requires a B2B setup with social-network-like ease and low cost • B2B requirements are, however, more complex, e.g. • Four-corner model (different agents for each party)

  3. Problem, contd. • Two models, variants of the same problem • Three-corner: identity federation/setup across networks • Four-corner: getting beyond “trusted peering” • “Chain of Trust” issues with multiple governance domains

  4. Use Cases • Semi-automated: email invitation • Similar to the “social network” invitation scenario • Recipient of invitation clicks to accept/authorize connection • May need to first create/provision an account to do so • BUT, process includes authorization of BOTH parties’ systems to connect on their respective users’ behalf • Fully-automated: system to system dialog • Two systems each pre-authorized to manage collaboration • Fully automated relationship discovery and setup

  5. Semi-AutomatedBuyer-Driven Process (Email PO or Invitation) Supplier Gateway SMB Acct’g ERP A/P Buyer Network/ Gateway Cloud Platform 4 Invoice ERP POs Data/ Process Data/ Process Identities / Trust 1 Identities / Trust POs pre-populate Supplier Identities Get all emailed invoices Link triggers Auth handshake 3 Send email invitations with ‘SMB Accounting’ links 2 Get Connected • Buyer issues POs via Buyer Network, triggering pre-configured, pre-authorized supplier account creation. • On Buyer’s behalf, Buyer Network sends invitation emails for suppliers to get connected (i.e. to complete activation of a pre-configured account) for exchange of POs, invoices and other business documents. • For an supported Buyer, these emails include a "Connect to SMB Accounting" link, enabling a Supplier to: • Authorize Buyer (B2B Network) to activate their account, with Supplier Gateway access permissions • Enroll with Supplier Gateway (i.e. authorize Supplier’s SMB Accounting (Cloud) to connect) • Authorize the Supplier’s Gateway to connect with the Buyer’s Gateway (invoicing, payment) • Supplier Gateway retrieves all emailed invoices from the Supplier's connected SMB Accounting Cloud account, and matches recipient email addresses against enrolled Buyer domains/email addresses. If matched, it: • Retrieves Supplier Identity Attributes, and syncs as needed to the Buyer Gateway; • Transforms the retrieved invoice content in accordance with Buyer Profile Specification; • Posts invoice to Buyer Network

  6. Fully Automated Big / Buyer / Receiver Small / Seller / Sender Available Identities Available Identities 1 6 Enrolled Identities Enrolled Identities 2 Populated by “listening” to sent document flow: POs 3 7 Invoices Matched? 4 Send Request 5 Target Partner Identities Target Partner Identities Matched? 8 Accept Request 9 • Notes: • This shows the Buyer-initiated process. Seller-initiated process can also occur, if Buyer supports • Skip step 5 if small/seller party is already enrolled

  7. Related Issues • Discovery (SML) • Email/domain based? • Chain of trust issues • Service Profile (CPPA / SMP) • Trust Frameworks (Inter-Cloud)

  8. References • OASIS Id-Cloud Use Cases v1.0 Committee Note 01 Use Case 25:  Inter-cloud Document Exchange & Collaboration http://docs.oasis-open.org/id-cloud/IDCloud-usecases/v1.0/cn01/IDCloud-usecases-v1.0-cn01.html#_Toc324801970

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