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Implementation guide

Ordered steps to stand up FinCheckers for a pilot tenant and first production cutover.

Category
Guides
Type
Guide
Version
v0.3
Published
Tags
implementationpilot

Audience

Technical leads implementing FinCheckers for a financial verification pilot.

Sequence

  1. Obtain tenant credentials and confirm API reachability (Installation).
  2. Confirm verification types and document kinds with process owners (Verification concepts).
  3. Complete Quick start in a non-production tenant.
  4. Exercise review and remediation (Decision review).
  5. Walk Deployment checklist before production tokens are issued.

Success criteria for a pilot

  • Operators can create cases and complete review without unsupported status skips
  • At least one verification type is stable for two weeks of usage
  • Findings and review data return when requested on reads
  • Remediation re-opens intake after documented evidence is attached

Related

Document only — no binary attachment in this phase.

Version

Version
v0.3

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