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Integration onboarding
Agree institutional access, enabled capabilities and operational ownership.
Define workflows
Identify your legal entity, currencies, integration owners, routes and intended workflows. Confirm account, funding and approval responsibilities and the limits that apply.
Configure access
- Use the supplied base URLs and credential scopes.
- Configure company membership, identity and MFA.
- Store secrets server-side and coordinate rotation.
- Prepare HTTPS event delivery and verification.
Validate the lifecycle
- Check precision, expiry, total debit and beneficiary constraints.
- Exercise duplicate requests, partial fills, cancel/fill races and interruptions.
- Verify durable event deduplication and replay.
- Reconcile balances, transactions, statements and settlement records.
Operational handover
Confirm the capabilities enabled for live instructions, applicable partner arrangements, escalation contacts and unresolved-outcome ownership. Agree monitoring and rollout limits with your teams.