Integration prepared as part of the pilot
Run the analysis from your own review workflow.
The planned integration lets your back office submit a case, receive its pre-analysis and record the analyst’s decision. The connection and its timeline are agreed with your technical team.
Read the API documentation →Planned integration flow
Submit the case
The transfer, the customer, the document and the past payments relevant to the review.
Receive the pre-analysis
A status, the findings and the suggested customer question, ready to display in your tool.
Continue the review
Add a document, rerun the analysis and record your team’s decision.
Specification items
| Planned item | Role in the flow |
|---|---|
| Case creation API | Submit the transfer and the relevant information |
| Document upload | Add to a case and trigger a new analysis |
| Result retrieval | Fetch the status, the findings and the customer question |
| Signed webhook notification | Notify your application when the pre-analysis is ready |
| Decision recording | Store the decision made by the analyst |
| Handling of repeated requests | Avoid creating two cases for the same request |
Technical scoping of the pilot
- The information available in your tool.
- The checks to enable and the settings specific to your institution.
- The output your analysts expect.
- Data processing arrangements and the connection timeline.