Go-Live Process
A comprehensive guide to transitioning from sandbox to production
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