# Partner Onboarding Checklist

**BondBricks Partner API Integration - Complete Onboarding Checklist**

Use this checklist to ensure a smooth, complete integration before going live.

---

## Pre-Integration (Week 1)

### Business & Legal

- [ ] **Partnership Agreement Signed**
  - Review and sign BondBricks Partner Agreement
  - Confirm fee structure and payment terms
  - Contact: partners@bondbricks.com

- [ ] **Regulatory Compliance Verified**
  - Provide regulatory license numbers
  - Confirm AML/KYC compliance procedures
  - Share compliance documentation

- [ ] **Technical Contact Assigned**
  - Name: _______________________
  - Email: _______________________
  - Phone: _______________________
  - Role: _______________________

- [ ] **Support Contact Assigned**
  - Name: _______________________
  - Email: _______________________
  - Phone: _______________________
  - Availability: _______________________

### API Access

- [ ] **Sandbox API Key Received**
  - Received from: partners@bondbricks.com
  - Stored securely in: _______________________
  - Tested successfully: ☐ Yes ☐ No

- [ ] **Sandbox Environment Access**
  - Base URL: `https://sandbox.bondbricks.com/api/v1`
  - Test investments available: ☐ Yes ☐ No
  - Test confirmations working: ☐ Yes ☐ No

- [ ] **API Documentation Review**
  - Read [Quick Start Guide](./PARTNER_QUICK_START.md): ☐
  - Read [Integration Guide](./PARTNER_INTEGRATION_GUIDE.md): ☐
  - Reviewed [API Docs](https://www.bondbricks.com/api-docs): ☐
  - Reviewed [Security Docs](https://www.bondbricks.com/bond-partners/security): ☐

---

## Development Phase (Weeks 2-3)

### Code Implementation

- [ ] **API Client Library**
  - Language/Framework: _______________________
  - HTTP client chosen: _______________________
  - Connection pooling configured: ☐ Yes ☐ No
  - Request timeout set (recommended: 30s): ☐ Yes ☐ No

- [ ] **Authentication**
  - API key stored in environment variables: ☐ Yes ☐ No
  - API key never committed to Git: ☐ Yes ☐ No
  - Bearer token auth implemented: ☐ Yes ☐ No
  - Test successful authentication: ☐ Yes ☐ No

- [ ] **Core Endpoints Implemented**
  - `GET /api/v1/investments` (list investments): ☐
  - `GET /api/v1/investments/{id}` (get details): ☐
  - `POST /api/v1/confirmations` (single confirm): ☐
  - `POST /api/v1/confirmations/bulk` (bulk JSON): ☐
  - `POST /api/v1/uploads/confirmations` (CSV upload): ☐

- [ ] **Error Handling**
  - Handle 400 Bad Request: ☐
  - Handle 401 Unauthorized: ☐
  - Handle 429 Rate Limit: ☐
  - Handle 500 Server Error: ☐
  - Exponential backoff implemented: ☐
  - Retry logic with max attempts (recommended: 3): ☐

- [ ] **Idempotency**
  - `X-Idempotency-Key` header implemented: ☐
  - Duplicate request handling tested: ☐
  - Safe retry logic verified: ☐

### Data Integration

- [ ] **Investment Data Mapping**
  - Map `investmentId` to internal ID: ☐
  - Map `propertyId` to internal property: ☐
  - Map `amount` (USD cents) to internal currency: ☐
  - Map `status` and `partnerStatus`: ☐

- [ ] **Bond Reference Generation**
  - Bond reference format defined: _______________________
  - Unique bond ref per investment: ☐ Yes ☐ No
  - Max 100 characters: ☐ Yes ☐ No
  - Alphanumeric + dashes only: ☐ Yes ☐ No

- [ ] **Confirmation Date Logic**
  - Current date used (YYYY-MM-DD): ☐
  - Future dates prevented: ☐
  - Timezone handling: _______________________

### Webhook Integration (Optional but Recommended)

- [ ] **Webhook Endpoint Setup**
  - Webhook URL: _______________________
  - HTTPS enabled: ☐ Yes ☐ No
  - Authentication/authorization: ☐ Yes ☐ No

- [ ] **Webhook Signature Verification**
  - HMAC SHA-256 verification implemented: ☐
  - Webhook secret stored securely: ☐
  - Invalid signature rejected: ☐

- [ ] **Webhook Event Handling**
  - Handle `investment.created`: ☐
  - Handle `investment.confirmed`: ☐
  - Handle `investment.rejected`: ☐
  - Return 2xx status within 10 seconds: ☐

- [ ] **Webhook Resilience**
  - Idempotent event processing: ☐
  - Duplicate event handling: ☐
  - Retry mechanism if processing fails: ☐

- [ ] **Webhook Registered**
  - URL shared with BondBricks: ☐ Yes ☐ No
  - Webhook secret received: ☐ Yes ☐ No
  - Test event received successfully: ☐ Yes ☐ No

---

## Testing Phase (Week 4)

### Functional Testing

- [ ] **List Investments**
  - Fetch pending investments: ☐
  - Test pagination (page, limit): ☐
  - Test filters (status, partner_status, created_after): ☐
  - Verify response structure: ☐

- [ ] **Get Investment Details**
  - Fetch specific investment by ID: ☐
  - Verify all fields present: ☐
  - Test non-existent investment (404): ☐

- [ ] **Single Confirmation**
  - Confirm test investment: ☐
  - Verify confirmation response: ☐
  - Test duplicate confirmation (should fail): ☐
  - Test invalid investment ID (404): ☐
  - Test future confirmation date (422): ☐

- [ ] **Bulk Confirmation (JSON)**
  - Confirm 2 investments: ☐
  - Confirm 100 investments (max): ☐
  - Test partial success (mix valid/invalid): ☐
  - Verify all results processed: ☐

- [ ] **Bulk Confirmation (CSV)**
  - Upload CSV with 10 rows: ☐
  - Upload CSV with 1,000 rows: ☐
  - Test invalid CSV format (400): ☐
  - Verify processing complete webhook: ☐
  - Download results file: ☐

- [ ] **Error Scenarios**
  - Test with invalid API key (401): ☐
  - Test rate limit (send 101 requests/min): ☐
  - Test with malformed JSON (400): ☐
  - Test with missing required fields (422): ☐

### Performance Testing

- [ ] **Load Testing**
  - Simulate 100 concurrent requests: ☐
  - Measure average latency: _______ ms
  - Measure p95 latency: _______ ms
  - Measure p99 latency: _______ ms
  - No errors at 90 req/min: ☐ Yes ☐ No

- [ ] **CSV Upload Performance**
  - Upload 1,000 row CSV: Time: _______ sec
  - Upload 5,000 row CSV: Time: _______ sec
  - Upload 10,000 row CSV: Time: _______ sec
  - Processing complete within 5 minutes: ☐ Yes ☐ No

- [ ] **Connection Pooling**
  - Connection reuse verified: ☐
  - No connection leaks: ☐
  - Pool size optimized: _______

### Integration Testing

- [ ] **End-to-End Flow**
  - Investment created in BondBricks: ☐
  - Webhook received (if configured): ☐
  - Investment fetched via API: ☐
  - Investment confirmed via API: ☐
  - Confirmation reflected in system: ☐

- [ ] **Data Accuracy**
  - Investment amounts match: ☐
  - Bond references unique: ☐
  - Confirmation dates correct: ☐
  - No data loss or corruption: ☐

---

## Security Review (Week 4)

### Security Checklist

- [ ] **API Key Security**
  - API key stored in secrets manager or env vars: ☐
  - API key never logged or exposed: ☐
  - API key rotation process defined: ☐
  - API key never in client-side code: ☐

- [ ] **HTTPS Enforcement**
  - All API calls use HTTPS: ☐
  - TLS 1.2 or higher: ☐
  - Certificate validation enabled: ☐

- [ ] **Input Validation**
  - All user inputs validated: ☐
  - SQL injection prevention: ☐
  - XSS prevention: ☐
  - CSRF protection (for webhooks): ☐

- [ ] **Webhook Security**
  - Webhook URL uses HTTPS: ☐
  - Signature verification implemented: ☐
  - IP whitelisting (optional): ☐

- [ ] **Logging & Monitoring**
  - No sensitive data in logs (API keys, PII): ☐
  - Failed auth attempts logged: ☐
  - Anomaly detection configured: ☐

- [ ] **Network Security**
  - API calls from secure network: ☐
  - IP whitelist configured (if required): ☐
  - Firewall rules in place: ☐

---

## Production Readiness (Week 5)

### Pre-Production Checklist

- [ ] **Production API Key Received**
  - Production API key: ☐ Received
  - Stored securely: ☐ Yes ☐ No
  - Different from sandbox key: ☐ Verified

- [ ] **Environment Configuration**
  - Production base URL: `https://www.bondbricks.com/api/v1`: ☐
  - Production webhook URL (if using): _______________________
  - Environment variables set: ☐ Yes ☐ No
  - Configuration tested: ☐ Yes ☐ No

- [ ] **Monitoring Setup**
  - Application monitoring tool: _______________________
  - API request logging: ☐
  - Error alerting: ☐
  - Performance dashboards: ☐
  - On-call rotation: ☐

- [ ] **Alerting Configured**
  - Error rate > 5%: ☐
  - Latency p99 > 5s: ☐
  - Pending investments > 1000: ☐
  - Webhook failure rate > 10%: ☐

- [ ] **Logging**
  - All API requests logged: ☐
  - All API responses logged: ☐
  - Request IDs captured: ☐
  - Sensitive data redacted: ☐

- [ ] **Documentation**
  - Internal runbook created: ☐
  - Troubleshooting guide: ☐
  - Escalation procedures: ☐
  - Team trained: ☐

### Business Readiness

- [ ] **Operational Procedures**
  - Daily investment reconciliation process: ☐
  - Pending investment monitoring: ☐
  - Failed confirmation escalation: ☐
  - SLA defined: _______________________

- [ ] **Backup Plan**
  - Manual confirmation process documented: ☐
  - Fallback to email/CSV if API down: ☐
  - Contact list for emergencies: ☐

- [ ] **Communication Plan**
  - Internal stakeholders notified: ☐
  - BondBricks partner team notified: ☐
  - Go-live date agreed: _______________________

---

## Go-Live (Week 5)

### Deployment Steps

- [ ] **Pre-Deployment**
  - Code reviewed: ☐
  - Security audit completed: ☐
  - Load testing passed: ☐
  - Staging deployment successful: ☐

- [ ] **Deployment**
  - Production deployment: ☐ Date: _______________________
  - Environment variables verified: ☐
  - API connectivity tested: ☐
  - Webhook delivery tested: ☐

- [ ] **Post-Deployment**
  - Monitor for errors (first 24 hours): ☐
  - Process first 10 investments manually to verify: ☐
  - Verify confirmations reflected in BondBricks: ☐
  - No critical issues: ☐

### First Week Monitoring

- [ ] **Day 1**
  - API calls successful: ☐
  - Confirmations processing: ☐
  - No errors: ☐

- [ ] **Day 2-3**
  - Performance within SLA: ☐
  - Error rate < 1%: ☐
  - Webhook delivery > 95%: ☐

- [ ] **Day 4-7**
  - Volume ramped to 100%: ☐
  - All metrics green: ☐
  - Team comfortable with ops: ☐

---

## Post-Launch (Ongoing)

### Operational Checklist

- [ ] **Weekly**
  - Review pending investments: ☐
  - Check error logs: ☐
  - Monitor performance metrics: ☐
  - Reconcile confirmations: ☐

- [ ] **Monthly**
  - Review API usage vs limits: ☐
  - Analyze performance trends: ☐
  - Check for API updates: ☐
  - Team retrospective: ☐

- [ ] **Quarterly**
  - Security review: ☐
  - API key rotation: ☐
  - Load test: ☐
  - Update documentation: ☐

### Continuous Improvement

- [ ] **Optimization Opportunities**
  - Reduce confirmation latency: ☐
  - Increase automation: ☐
  - Improve error handling: ☐
  - Add analytics/reporting: ☐

- [ ] **Feature Requests**
  - New API features needed: _______________________
  - Webhook events needed: _______________________
  - Documentation gaps: _______________________

---

## Sign-Off

### Internal Sign-Off

- [ ] **Engineering Lead**: _________________ Date: _______
- [ ] **Security Officer**: _________________ Date: _______
- [ ] **Operations Lead**: _________________ Date: _______
- [ ] **Compliance Officer**: _________________ Date: _______

### BondBricks Sign-Off

- [ ] **Partner Success Manager**: _________________ Date: _______
- [ ] **Technical Account Manager**: _________________ Date: _______

---

## Quick Reference

**Sandbox Environment**:
- Base URL: `https://sandbox.bondbricks.com/api/v1`
- API Key: (from partners@bondbricks.com)

**Production Environment**:
- Base URL: `https://www.bondbricks.com/api/v1`
- API Key: (from partners@bondbricks.com)

**Support Contacts**:
- Technical Support: api-support@bondbricks.com
- Partner Team: partners@bondbricks.com
- Emergency (24/7): +1-XXX-XXX-XXXX

**Documentation**:
- Quick Start: [PARTNER_QUICK_START.md](./PARTNER_QUICK_START.md)
- Integration Guide: [PARTNER_INTEGRATION_GUIDE.md](./PARTNER_INTEGRATION_GUIDE.md)
- API Docs: https://www.bondbricks.com/api-docs
- Security: https://www.bondbricks.com/bond-partners/security

---

**Checklist Version**: 1.0
**Last Updated**: April 2026
**Next Review**: July 2026

✅ **Onboarding Complete** - Ready for Production!