Partner Readiness
- Integration scope and enabled capabilities are confirmed.
- Commercial terms and operating responsibilities are agreed.
- Client eligibility, onboarding, and required disclosures are reviewed.
- Business, technical, and operational contacts are recorded.
Integration Readiness
- Environment URLs and authentication requirements are confirmed.
- Approved client journeys have been tested using the agreed test arrangements.
- Account isolation and authorization checks are verified.
- Error handling, timeouts, and uncertain outcomes are tested.
- Orders, positions, balances, and transactions are reconciled using supported workflows.
Security Readiness
- Confidential credentials remain on the backend and outside source control.
- Production and non-production configuration are separated.
- Credential rotation and revocation procedures are documented.
- Logging avoids credentials and unnecessary personal or financial data.
Operational Readiness
- Monitoring and incident escalation are in place.
- Client-support and investigation responsibilities are agreed.
- A rollback or containment plan is documented.
- The required production access and launch approvals are confirmed.