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Checklist & integration review

The ‘One shot' mode for a specific need for which you only want to retrieve the user's banking data through a single synchronization. This synchronization is done at the creation of the connection. The user is then deleted.

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°5Deleting one or more connections
Use case N°6Deleting a user

Functional integration​

  • User management (email formalism, password management, token management)
  • Using the Widget:
    • In 'OneShot' mode, automatic synchronizations must be disabled (widget 'auto_sync' parameter set to false)
    • 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
  • Using Categorization
  • Backup on partner environment

Deletions (RGPD)​

In 'OneShot' mode the connection (or the user) must be deleted immediately after the user's data is retrieved.

Synchronization & status management​

Management​

  • Manual synchronizations are not allowed in this mode.
  • Status management (redirect_url, connection, queues/events)

Tools​

  • Widget events
  • Linxo Test Bank

Mobile application​

  • OS integration (Android, iOS)
  • App2App