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Checklist & integration review

Context​

The end-of-implementation review enables Linxo Connect's Professional Services teams to familiarize themselves with the partner's experience of using our solutions, and to validate the proper integration of our APIs to ensure that the service is working properly in Production.

This is done at a functional level, and is usually based on a demonstration of the service provided by this API, with the implementation carried out in the test and validation environment (the sandbox).

This also enables Linxo Connect to gain a better understanding of the business need, so that it can respond more effectively to the partner's various requirements:

  • Domain
  • Integration environment
  • Product
  • Requirements
  • Constraints

Functional testing - use cases​

Items to be validatedDetails
Use case N°1Adding a bank for a new connection
Use case N°2Adding a new bank to an existing user
Use case N°3Embedded and Redirect channels tested with Linxo Test Banque
Use case N°4Embedded and Redirect channels tested with real banks
Use case N°5Add one or more accounts: Account selection mode, LIST_ACCOUNTS type synchronization
Use case N°6Deleting one or more accounts
Use case N°7Deleting one or more connections
Use case N°8Deleting a user

Functional integration​

  • User management (email formalism, password management, token management)
  • Using the Widget
    • version, full page or iframe integration, mobile app
    • graphic settings
    • behavioral settings (expected_account_type, cancel_url, wait_sync_end, countries, ...)
    • The different endpoints used

Data management​

Data recovery​

  • Types of accounts
  • Statuses of retrieved transactions
  • Transaction management (NA in OneShot)
  • Using Categorization
  • Backup on partner environment

Deletions (RGPD)​

  • What: Users, Connections, Accounts
  • When: User action, Automatically (need disappears), Systematic (one-shot mode)
  • Partner deletion synchronized with Linxo Connect data

Synchronization & status management​

Management​

  • Type: Automatic, manual
  • Status management (redirect_url, connection, queues/events)

API integration​

  • DSP2 migration

Error management​

Statuses
AUTH_FAILED TOO_MANY_ATTEMPTS
PASSWORD_CHANGE_REQUIRED
TOKEN_EXPIRED
CHALLENGE_REQUIRED CHALLENGE_TIMED_OUT CHALLENGE_FAILED CHALLENGE_CANCELLED
USER_ACTION_REQUIRED

Tools​

  • Webhooks
  • Widget events
  • Linxo Test Bank

Mobile application​

  • OS integration (Android, iOS)
  • App2App