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 the system of record, data mapping, error handling and logging requirements.
• Review authentication, authorisation, secrets handling and access governance.
• Agree 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.