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 validated | Details |
---|---|
Use case N°1 | Adding a bank for a new connection |
Use case N°2 | Adding a new bank to an existing user |
Use case N°3 | Embedded and Redirect channels tested with Linxo Test Banque |
Use case N°4 | Embedded and Redirect channels tested with real banks |
Use case N°5 | Deleting one or more connections |
Use case N°6 | Deleting 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