Launch Materials

Integration Information Template

Collect the partner information needed for technical review, production configuration, and support handoff.
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Use this template when preparing a new integration or moving an existing integration into production.

Partner information

FieldDescription
Partner nameLegal or project name used for the integration.
Product typeApp, wallet, broker portal, white-label exchange, institutional platform, or other.
Primary contactsBusiness, technical, operations, and emergency contacts.
Launch regionsCountries or regions where the integration will be exposed.

Technical information

FieldDescription
Frontend domainsDomains that will load the widget or entry pages.
Backend domainsServer domains used for Agent SDK or API calls.
Webhook URLProduction webhook endpoint and expected IP allowlist requirements.
Integration scopeTrading Widget, Agent SDK, REST API, WebSocket, white-label system, or liquidity integration.

Operational information

  • Expected launch date.
  • Expected traffic or active user range.
  • Support hours and escalation owner.
  • Monitoring owner and incident contact.

Security and review information

  • Authentication method and API Key permission scope.
  • Secret storage, rotation owner, and approved source IPs.
  • Webhook signature verification and idempotency design.
  • Logging, monitoring, reconciliation, rollback, and incident-response owners.
  • Target markets, user type, custody model, and the entity responsible for user-facing obligations.

Do not include production secrets, full access tokens, private keys, or unredacted user data in this template.

Use the production launch checklist for final approval and the support request template for issue escalation.