Go-Live Process
Moving from sandbox to production involves several important steps to ensure a smooth transition. This guide outlines the process, requirements, and best practices for going live with your FinHub integration.Overview
The go-live process is designed to ensure that your integration is secure, compliant, and ready for production use. It involves a series of checks and approvals to verify that your implementation meets our standards and regulatory requirements.Prerequisites
Before starting the go-live process, ensure you have:- Completed all development and testing in the sandbox environment
- Implemented all required features and functionality
- Addressed any issues identified during testing
- Prepared documentation of your integration
Go-Live Steps
1. Integration Completion
Finish all development and testing in the sandbox environment:- Testing all API endpoints and functionality
- Implementing error handling and recovery mechanisms
- Ensuring your integration works with all required features
- Conducting thorough user acceptance testing
2. Compliance Review
Submit your integration for a compliance review:- Adherence to API usage guidelines
- Implementation of required security measures
- Proper handling of sensitive data
- Compliance with relevant industry standards
3. Security Audit
Pass a security assessment of your integration:- Penetration testing
- Vulnerability assessment
- Authentication and authorization review
- Data encryption verification
4. Production Credentials
Once all reviews are passed, receive production credentials:- Production API keys
- Access to production dashboards
- Production webhook endpoints
- Support contact information
5. Gradual Rollout
Implement a phased approach to production deployment:- Start with a limited user base
- Monitor system performance
- Gradually increase usage
- Establish clear rollback procedures
Pre-Launch Checklist
| Category | Item | Status |
|---|---|---|
| Certification | All test scenarios passed | ☐ |
| Certification | Security review approved | ☐ |
| Certification | Compliance validated | ☐ |
| Technical | Production credentials received | ☐ |
| Technical | Production endpoints configured | ☐ |
| Technical | Monitoring configured | ☐ |
| Operations | Support team trained | ☐ |
| Operations | Incident response plan ready | ☐ |
Phased Rollout Strategy
Regulatory Considerations
| Region | Key Regulations |
|---|---|
| European Union | GDPR, PSD2, MiFID II |
| United States | KYC/AML, state-specific regulations |
| Asia-Pacific | Varies by country |
| Global | FATF recommendations, sanctions compliance |
Production Resources
Production Setup
Configure production environment
Authentication
Production authentication
Monitoring
Set up monitoring
Security
Production security
Support During Go-Live
During the go-live process, you’ll have access to dedicated support:- Technical Support: For implementation and integration issues
- Compliance Support: For regulatory and compliance questions
- Account Management: For coordination and process management