One review. Every team at the table.
Give every team a reason to engage and a clear decision to make. Start with the opportunity, then explore the product, integration and operating model.
Seven opportunities. Contributions, scope and results to measure.
Start with the outcome your team wants to build.
A corporation can evaluate distribution, merchant software, record exchange, accounting, institutional services or a financial rail. These relationships do not require the same technical access or financial authority. Start with the outcome and the records exchanged; only then select an integration and its approval gates.
| Team | Review | Decision output |
|---|---|---|
| Business / strategy | Use case, product boundaries, customer journey and capability status. | Defined relationship, value hypothesis and exclusions. |
| Engineering / architecture | API surface, payment contract, permissions, failure recovery and acceptance matrix. | Approved interface set and integration design. |
| Security / privacy | Source controls, data lifecycle, assurance evidence and access grant. | Evidence-backed assessment and unresolved risks. |
| Finance / operations | Reconciliation, exceptions, support ownership and recovery. | Settlement responsibilities and tested operating procedure. |
| Legal / procurement | Contracting entities, commercial governance, data terms and exit. | Reviewed agreement; no implied program approval. |
Move through four recorded decisions.
Discovery records the use case and exclusions. Design review identifies exact interfaces, data and responsibilities. A bounded sandbox proves the acceptance matrix. A production decision requires environment-specific technical, operational, commercial and financial approvals. A positive decision in one workstream cannot approve another.
- Each decision names its owner, evidence, open items and expiry or re-review condition.
- For non-financial partners, explicitly exclude fund movement and provider administration.
- Public reading needs no NDA. Restricted assessment material and scoped test access are separate decisions.
Start a substantive partnership conversation.
Use this pack to move from a promising idea to a specific integration proposal. Your teams can explore the product and architecture, inspect selected application contracts and permissions, run the synthetic integration kit, and agree on acceptance scenarios. The evidence register gives the review a shared record. Independent penetration-test reports, certifications, signed data terms, live provider acceptance and contractual service levels remain review items to obtain before final vendor approval.
Take the enterprise review with you.
Contracts, responsibilities, scenarios and open evidence. Ready to share across your teams.