SFTP (Secure File Transfer Protocol) in SchemeServe is used to securely exchange files between SchemeServe and external systems such as insurers, MGAs, or third-party providers.

It enables automated transfer of data like policy records, bordereaux, claims data, and documents.

How SFTP Works in SchemeServe

1. Secure Connection

SchemeServe connects to an external SFTP server using:

• Host (URL/IP address)
• Username & password or SSH key authentication
• Port (typically 22)

All data transferred is encrypted, ensuring secure transmission.

2. File Transfer Process

Files can be:

• Uploaded from SchemeServe to a remote server
• Downloaded from a remote server into SchemeServe

Transfers are typically automated and scheduled.

3. Automation & Scheduling

SFTP jobs in SchemeServe are usually configured to run:

• At set intervals (e.g. daily, hourly)
• On specific triggers (e.g. policy bind, renewal)

This removes the need for manual file handling.

Common Use Cases

Bordereaux Exports

• Policy, premium, and risk data sent to insurers
• Typically generated daily or monthly

Data Imports

• Rates, underwriting data, or external updates pulled into SchemeServe

Document Exchange

• Sharing policy documents or reports with third parties

Typical Workflow

1. SchemeServe generates a file (e.g. CSV/XML)
2. File is placed in an outbound directory
3. SFTP connection is established
4. File is securely transferred to the destination server
5. (Optional) Confirmation or logging is recorded

Key Configuration Elements

When setting up SFTP in SchemeServe, you will typically define:

• Connection details
  (host, port, credentials)
• File location paths
  (remote and local directories)
• File naming conventions
  (e.g. date-stamped files)
• Schedule
  (when the transfer runs)

Security

SFTP in SchemeServe uses:

• Encrypted connections (SSH)
• Secure authentication methods
• Controlled access to directories

This ensures compliance with data protection and security requirements.

Getting Started

SFTP setup in SchemeServe is handled in collaboration with the SchemeServe team to ensure everything is configured securely and correctly.

If you’re looking to implement SFTP, you should reach out to the Obsessive Support team, who will guide you through:

• Setting up the SFTP connection
• Configuring file formats and locations
• Scheduling automated transfers
• Testing and validation

Our team will work closely with you and any third parties (e.g. insurers or partners) to make sure the integration runs smoothly from the outset.