SP-009-009 Service Provision Guidelines for Intermediaries
Scope and purpose
The purpose of this procedure is to define the technical and operational guidelines for providing access to the device when an intermediary (such as an integration partner, a pharmaceutical company, or a health network) is involved.
This document clarifies the different deal structures and how they translate into technical access configurations, ensuring the Sales and Integration teams are aligned on how to provision the service. These guidelines apply equally to Iframe and JSON-Only (API) integrations.
Deal Structures and Access Models
When working with an intermediary, there are two main business models that affect how technical access is provisioned.
1. Single Deal (Direct to Intermediary)
In this model, we sign a single contract with the intermediary. The intermediary integrates our technology into their product and distributes it to their end-users.
Characteristics:
- Contractual: One unified contract with the intermediary.
- Billing: We bill the intermediary based on aggregated usage, total volume, or whatever format.
- Technical Access: A single access point is created. All traffic from the intermediary uses the same credentials or configuration, regardless of which specific hospital, clinic, or end-user is interacting with the device.
Examples:
- JSON-Only: SESPA, Quantificare (The partner uses a single API Key for all their traffic).
- Iframe: Aragón, Teladoc (The partner uses a single Iframe configuration and authentication source).
2. Parent Deal & Sub-deals (Framework Contract)
In this model, we sign a Master Service Agreement (Framework Contract) with the intermediary, but we structure individual "sub-deals" for each end-customer (e.g., specific hospitals or regional health services) that the intermediary brings to us.
Characteristics:
- Contractual: One parent framework contract + multiple specific sub-deals (one per end-user/hospital).
- Billing: Volumes, pricing, and usage are estimated and tracked separately for each sub-deal.
- Technical Access: Multiple access points are required. A distinct API key or Iframe configuration is provisioned for each sub-deal. This allows us to track usage, isolate data, and enforce specific limits per end-user.
Examples:
- JSON-Only: A pharmaceutical partner (Parent) rolling out the API to Hospital A (Sub-deal 1) and Hospital B (Sub-deal 2). Each hospital gets its own API Key.
- Iframe: Boehringer Ingelheim (BI). Different hospitals or regional implementations under the BI umbrella receive separate Iframe access configurations.
Architecture Visualization
The following diagrams illustrate the difference between the two access models:
Model 1: Single Deal
Model 2: Parent Deal & Sub-deals
Guidelines for Sales and Service Provision
When configuring a new deal involving an intermediary, the Sales team must clearly communicate the expected model to the technical integration team:
- Identify the Model Early: Determine if the contract is a "Single Deal" or a "Parent Deal & Sub-deals" during the negotiation phase.
- Specify Access Requirements:
- For Single Deals, request one production environment setup.
- For Parent/Sub-deals, request a new setup/credentials for each new sub-deal as they are signed.
- Usage Tracking: Remember that in a Single Deal, usage metrics will be aggregated. If granular reporting per hospital/end-user is required by the business model, the "Parent Deal & Sub-deals" model (with separate access credentials) must be used.