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Go-live checklist

Go-live checklist

Before we approve live access for your account, you must show each item below in test mode. We verify each item from your test traffic. This is the only canonical checklist on this portal. Test and live mode explains what approval changes and what stays.

  1. User-sync round-trip: user upserted via PUT /v1/users/{external_user_id} and read back via GET with the expected status and balance.
  2. Idempotency replay test passed: a balance-sync replayed with the same Idempotency-Key and body returns the stored response byte-identical; the same key with a different body is rejected 422 with nothing applied.
  3. Position lifecycle exercised: a position opened in test mode against a seeded market and observed through settlement or void to its terminal state.
  4. Webhook receipt and signature verification confirmed: at least one signed event received at the operator's webhook_url and its X-Webhook-Signature HMAC verified before processing.
  5. Reconciliation cycle clean: at least one full scheduled reconciliation run over the operator's test-mode activity with zero discrepancies.
  6. Rate-limit behavior understood: the operator's client has observed a 429 rate_limited response and demonstrably honors Retry-After instead of blind-retrying.

Live mode needs its own webhook endpoint before we can approve it. Switch the tenant portal to live mode and set the address on the settings screen. The live webhook secret must be set too. You can generate it on the same screen, or our team generates it for you.

Our team also checks that at least one of your test keys has made a request. This check is for information and does not block the approval.

When the list is complete, our team approves live access. Your account status becomes live and your first live key is issued, in one operation. Nothing happens to test mode: your test keys keep working, and your test data stays where it is. Before the approval, our team also runs its own internal checks. They are not items on your list.

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