Vendor Management
This guide covers day-to-day operations for managing Vendor relationships: certificates, SFTP credentials, email communications, and troubleshooting.
Vendor Types
Section titled “Vendor Types”| Type | Data Transfer | Examples |
|---|---|---|
| File-based | SFTP push | Schwab, Fidelity |
| API-based | REST API | Orion, Redtail |
| Hybrid | Both methods | Some large vendors |
Certificate Management
Section titled “Certificate Management”Many vendors use certificates for secure communication (SFTP, API auth).
Certificate Locations
Section titled “Certificate Locations”See: Certificate Locations and Details (Notion database)
Certificate Renewal
Section titled “Certificate Renewal”Certificates expire and must be renewed:
- Generate new certificate/key pair
- Send public certificate to Vendor
- Update our systems with new private key
- Test connection
- Confirm with Vendor
See: 更新证书详细步骤
Requesting Vendor Certificate Update
Section titled “Requesting Vendor Certificate Update”Template: 发送邮件请求 Vendor 更新我们的证书
SFTP Management
Section titled “SFTP Management”SFTP Public Keys
Section titled “SFTP Public Keys”Manage at: SFTP Public Keys (Notion database)
IP Whitelist
Section titled “IP Whitelist”Vendors may require whitelisting our IPs:
Template: 发送邮件请求 Vendor whitelist SFTP IP list
Email Domain Whitelist
Section titled “Email Domain Whitelist”For vendors that send emails to our system:
Database: Vendor Email Domain Whitelist
Vendor Communication
Section titled “Vendor Communication”Draft Emails
Section titled “Draft Emails”Pre-written email templates: Draft Emails (Notion database)
Email Best Practices
Section titled “Email Best Practices”- Set proper recipient and CC: How to Set Email Recipient and CC
- Common English mistakes to avoid: Common English Mistakes
Requesting Vendor Investigation
Section titled “Requesting Vendor Investigation”When Vendor API returns errors, you may need to request investigation:
Guide: 如何让vendor调查vendor API报错
IT Tickets
Section titled “IT Tickets”For internal IT requests related to integrations:
Guide: How to Raise an IT Ticket
Using PGP/GPG
Section titled “Using PGP/GPG”Some vendors require encrypted file transfer:
Guide: 如何在 Collector 中使用 PGP/GPG
Meetings with Vendors
Section titled “Meetings with Vendors”Kick-off Meetings
Section titled “Kick-off Meetings”Standard questions for new integrations:
Meeting Scheduling
Section titled “Meeting Scheduling”For meetings outside work hours:
Meeting Notes
Section titled “Meeting Notes”- Meetings with Vendor
- Vendor Meetings (database)
Vendor Retirement
Section titled “Vendor Retirement”When removing a vendor from our system:
Guide: How to Remove a retired vendor from our system
Quick Reference
Section titled “Quick Reference”Common Tasks
Section titled “Common Tasks”| Task | Resource |
|---|---|
| Find Vendor details | Vendors |
| Check Vendor documentation | Vendor Documentations |
| View SSO providers | SSO Providers |
| Check integration progress | Integrations Progress |