Creating identity actors

Each APIA user who must interacts with your imaging vendor must have the Identities created attached to their actor record.

If your Approvers are only viewing the local image and not performing a Send For Payment action, they may not require Identity Actor records because they are not accessing the imaging vendor through APIA.

Note: The WSBU actor you have defined in the prodline.properties file must have Identity Actor records created.

You can create identity actors using these options:

  1. Create manually through Canvas forms.
    1. Search for Identity, open the Identity Actor form within security\Business Classes.
    2. From the Actions menu, select Assign Existing Identity to Actor.
    3. Specify this information:
      Service

      Specify the name of the service created.

      Identity

      Specify the name of the identity you created.

      Actor

      Select the actor who must have access to the imaging system.

    4. Save the record.
    5. Close the Identity Actor forms.
  2. Create through Spreadsheet designer and specify this information:
    Dataarea

    Specify the lmfin data area.

    Business Class

    Select IdentityActor.

    Action

    Select AssignExistingIdentityToActor.

    Fields required

    Service, Identity, Actor