Define Terms & Conditions

Define Terms & Conditions for ecosystem participants to sign and follow.

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note

For more explanation on how to successfully model an ecosystem/federation to fully reflect its needs and requirements, see the Modeling Ecosystems article.

Prerequisites

Get an Access Token with the directory:website scope - if you want to create or manage Terms and Conditions Documents using Connect's APIs.

Add Terms and Conditions Document

1. Select Reference Data > **Terms & Conditions **> New Terms & Conditions.

2. Fill in the fields configuring your T&C document and save.

   Field Name	Description
   Type	Type of the document
   Name	Name of the document
   Roles	The Authorisation Domain Roles this document applies to - only users bound to one of the selected roles are required to sign it
   Signing Service Subjects	User identifier of the Docusign user to whom the document is to be sent
   Signing Email Subject	Subject of the email to be sent
   Service Name	Common name of an external signing service
   Content	Content of the T&C document

   If the signing service is set to DocuSign, an additional Signer Template configuration block is shown, allowing up to 6 signers to be configured:

   Field Name	Description
   Signer1TemplateId - Signer6TemplateId	The DocuSign template ID for each signer slot
   Signer1Version - Signer6Version	The DocuSign template version matching the corresponding template ID

Regulatory Document Types

note

This tab is only available if your ecosystem/federation has the external regulatory document feature enabled.

In addition to Terms & Conditions, ecosystems/federations with this feature enabled can define Regulatory Document Types - a separate tab from Terms & Conditions used to categorise external regulatory documents that organisations must register against.

1. Select Reference Data > Terms & Conditions > Regulatory Document Types tab.

2. Select New Regulatory Document Type and fill in the fields defining the document type.

Delete Terms and Conditions Document

For security purposes, Raidiam enables Global Administrators only to soft-delete Terms and Conditions by disabling them.

You can disable a Terms and Conditions document by selecting the Disable button (access forbidden sign under the Actions label) or by using the Deactivate T&C Document API.

Manage Terms and Conditions Documents Using APIs

Raidiam Connect allows organisations to integrate with the following APIs for Terms & Condition Management:

• Create Terms and Conditions Document

• Get Details of Terms and Conditions Document

• Update Content of Terms and Condition Document - using this API, you can also disable a chosen T&C document by setting its status to inactive

• Deactivate T&C Document