Fintech Integration Readiness Checklist

Business Flow

Start with the operating journey, not the API list.

• Confirm the customer, partner, or internal user journey the integration supports.
• Identify manual approvals, compliance checks, exceptions, and data re-entry points.
• Clarify which team owns each decision, record, and workflow state.

Technical Readiness

Validate the data and control model before build.

• Define system of record, data mapping, error handling, and logging requirements.
• Review authentication, authorization, secrets handling, and access governance.
• Agree on test data, acceptance criteria, reporting, and rollback paths.

Launch Control

Make integration launch an operational event.

The launch plan should include monitoring, support ownership, exception handling, stakeholder communication, and evidence that the workflow works under real conditions.