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

graph TD
    A[Phase 1: Internal Testing] -->|1-2 Weeks| B[Phase 2: Limited Beta]
    B -->|2-4 Weeks| C[Phase 3: Expanded Beta]
    C -->|2-4 Weeks| D[Phase 4: Full Launch]

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

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.