<aside> 💡 DEPRECATED RESOURCE - Please use the Go Live Checklist

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Flow Diagram

• The flow diagram should show the flow of data from Finch to your system and how it is being used by your system. The ideal diagram will contain endpoints that are being called and wherein the process is called.
• During troubleshooting and outages, it would be helpful to understand at a high level the impact and urgency of the issue that we are investigating.

Development Q&A

1. Please go through and fill out our CSAT Survey
2. Have you created the custom email with email forwarding to [email protected]?
   1. If so, what is the email address?
3. Is the Finch Connect modal displayed on a public-facing page, part of your onboarding flow, or behind an auth wall?
4. What is generated URL of Finch Connect?
   1. Do you use state parameters?
   2. What is the prod redirect URL that you will be using?
   3. What products are you using?
5. How do you associate the code/token received with a particular client?
6. Where are the Client ID and Client Secret stored? Is the Client Secret only used on the backend? (Client Secrets are considered sensitive information. They should be stored in a secure fashion and used on the backend only.)
7. Where are the Access Tokens stored? Is the Access Token only used on the backend? (Access Tokens are considered sensitive information. They should be stored in a secure fashion and used on the backend only.)
8. It is possible for a company to have multiple entities which would generate multiple tokens per company. These multiple entities / token will be from the same provider. Is the schema flexible enough to handle multiple entities of the same provider authenticated by the same payroll admin?
   1. For more information, please see Multi-account flow.
9. Are Finch-Request-Id logged along with customer name? - used for debugging and filing tickets with Finch
   1. Is this being done only for errors or for all transactions? We recommend logging for all transactions.
10. Are there flows for 401 re-authenticate user events? - have you read the Error API page and implemented flow/error messages for each?
    1. What does that process look like to notify your clients?
11. Have you logged into the Development Dashboard?

Customer Operations Q&A

1. How many clients will use Finch in the next 3 months?