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Go-Live Procedure

This guide outlines the final steps and best practices for launching your FinHub integration to your customers.

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Pre-Launch Checklist

Before launching your integration to customers, complete this checklist:
  • Production environment is fully configured
  • All critical paths have been tested in production with test accounts
  • Customer support team is trained on financial operations
  • Operational procedures are documented
  • Monitoring and alerting systems are active
  • Incident response plan is in place
  • Compliance requirements are fully implemented
  • User documentation is complete
  • Backup and disaster recovery procedures are tested

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Phased Rollout Strategy

We recommend a phased approach to launching your integration:

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Phase 1: Internal Testing

Test with internal employees or stakeholders:
  • Conduct end-to-end testing with real transactions
  • Document any issues and resolve them
  • Refine operational procedures

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Phase 2: Limited Beta

Launch to a small group of trusted customers:
  • Select 10-20 customers for initial access
  • Provide enhanced support during this phase
  • Collect feedback and make necessary adjustments

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Phase 3: Expanded Beta

Increase the user base gradually:
  • Expand to 100-200 customers
  • Monitor system performance under increased load
  • Continue collecting feedback and optimizing

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Phase 4: Full Launch

Open access to all customers:
  • Remove access restrictions
  • Implement standard support procedures
  • Begin regular operational cadence

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Operational Readiness

Ensure your team is prepared for ongoing operations:

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Support Procedures

Document procedures for common customer inquiries:
  • Account verification issues
  • Transaction failures
  • Balance discrepancies
  • API integration questions

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Monitoring

Implement monitoring for:
  • API availability and response times
  • Transaction success rates
  • Account creation completion rates
  • Verification process completion rates

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Reporting

Establish regular reporting on:
  • Transaction volumes and values
  • Customer onboarding metrics
  • API usage patterns
  • Error rates and common issues

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Communication Plan

Develop a communication plan for:
  1. Pre-launch Announcements: Inform customers about upcoming financial features
  2. Launch Notifications: Announce availability of new financial services
  3. Issue Communications: Templates for communicating service disruptions
  4. Regular Updates: Schedule for communicating new features and improvements

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Compliance Maintenance

Establish procedures for ongoing compliance:
  • Regular review of KYC/AML procedures
  • Audit logs maintenance
  • Regulatory reporting schedules
  • Compliance officer responsibilities

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Post-Launch Review

Schedule a post-launch review 30 days after full launch:
  • Analyze performance metrics
  • Review customer feedback
  • Identify optimization opportunities
  • Plan feature enhancements

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FinHub Support

Throughout your go-live process, FinHub provides:
  • Technical implementation support
  • Operational guidance
  • Compliance advisory
  • 24/7 critical issue response
Contact your account manager or support@finhub.com for assistance during your launch.