Finance · Vendor & Partner Information
Integration documentation
A technical guide describing how a financial firm's systems connect to a vendor or partner's platform to exchange data.
What it usually contains
- Connection methods and endpoints, such as secure file transfer or API calls
- Data field definitions, file layouts, and record formats
- Authentication, encryption, and access credential requirements
- Batch schedules, cut-off times, and processing windows
- Error codes, reconciliation steps, and support escalation contacts
What the assistant uses it for
Use it to answer how data moves between the firm and a given vendor or partner, what fields and formats are required, and what to do when a transfer or feed fails. It also supports onboarding a new integration and checking security and timing requirements.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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