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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.

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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.

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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
  • Reviewed and understood the differences between sandbox and production environments

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Go-Live Steps

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1. Integration Completion

Finish all development and testing in the sandbox environment. This includes:
  • 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

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2. Compliance Review

Submit your integration for a compliance review by the FinHub team. This review will assess:
  • Adherence to API usage guidelines
  • Implementation of required security measures
  • Proper handling of sensitive data
  • Compliance with relevant industry standards

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3. Regulatory Assessment

Complete any necessary regulatory requirements based on your client category. This may include:
  • KYC/KYB documentation
  • AML procedures
  • Data protection compliance
  • Industry-specific regulatory requirements
Different client types may have different regulatory requirements:
Client TypeTypical Regulatory Requirements
Technology & BaaSData security, API usage compliance
Embedded FinanceKYC/KYB, AML, financial regulations
Inter-Banking License & BaaSBanking regulations, cross-border compliance
Business BankingFinancial reporting, transaction monitoring

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4. Security Audit

Pass a security assessment of your integration, which typically includes:
  • Penetration testing
  • Vulnerability assessment
  • Authentication and authorization review
  • Data encryption verification
  • Secure communication protocols

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5. Production Credentials

Once all reviews and assessments are passed, you’ll receive production API credentials:
  • Production API keys
  • Access to production dashboards
  • Production webhook endpoints
  • Support contact information

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6. Gradual Rollout

Implement a phased approach to production deployment:
  • Start with a limited user base or transaction volume
  • Monitor system performance and behavior
  • Gradually increase usage as confidence builds
  • Establish clear rollback procedures

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7. Monitoring Period

The initial period after going live will include enhanced monitoring and support:
  • Regular check-ins with the FinHub team
  • Detailed monitoring of transactions and system performance
  • Expedited support for any issues
  • Performance and usage reviews

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Regulatory Considerations

Financial services are highly regulated. Depending on your jurisdiction and the specific services you’re integrating, additional regulatory requirements may apply before going live. Our team will guide you through any necessary compliance processes.
Different regions have different regulatory requirements. Here are some common considerations:
  • European Union: GDPR, PSD2, MiFID II
  • United States: KYC/AML, state-specific regulations, OFAC compliance
  • Asia-Pacific: Varies by country, often includes data localization requirements
  • Global: FATF recommendations, international sanctions compliance

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Best Practices

To ensure a smooth go-live process:
  1. Start Early: Begin preparing for production well before your target launch date
  2. Document Everything: Keep detailed records of your integration and testing
  3. Communicate Regularly: Stay in touch with your FinHub account manager
  4. Test Thoroughly: Conduct comprehensive testing in the sandbox environment
  5. Plan for Scale: Ensure your infrastructure can handle production loads
  6. Prepare for Compliance: Understand and prepare for regulatory requirements
  7. Train Your Team: Ensure your team is familiar with the production environment

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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
Contact your account manager or support@finhub.cloud for assistance during the go-live process.

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Post-Launch

After successfully going live, we recommend:
  • Regular security reviews and updates
  • Monitoring system performance and usage
  • Staying informed about API updates and changes
  • Periodic compliance reviews
  • Collecting user feedback for future improvements

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Getting Started

Ready to go live? Contact your FinHub account manager or go-live@finhub.cloud to begin the process.