Approval Checklist
Partner approval checklist for DMTR integrations.
Overview
Before going live, integration partners must complete the approval checklist covering technical, security, and documentation requirements. The checklist ensures integrations meet DMTR standards for reliability, security, and maintainability. Incomplete checklists delay go-live; plan to complete all items before requesting production access.
Technical requirements
Technical requirements include API compatibility (correct versioning, request/response formats), error handling (retry logic, idempotency), and performance (rate limit compliance, latency targets). Integrations must pass sandbox validation and load testing. Provide evidence of successful end-to-end flows in the sandbox environment.
Security requirements
Security requirements cover authentication (OAuth or API key implementation), credential storage (secrets management, no hardcoding), and data handling (encryption in transit and at rest). Partners must complete a security questionnaire and demonstrate compliance with DMTR security policies. Penetration testing may be required for high-sensitivity integrations.
Documentation requirements
Documentation must include integration architecture, data flow diagrams, API usage, and runbooks for common operations. Provide developer documentation for setup, configuration, and troubleshooting. User-facing documentation should explain capabilities and limitations. Keep documentation updated as the integration evolves.
Go-live checklist
The go-live checklist includes final validation in production, monitoring setup, incident response contacts, and rollback procedures. Confirm production credentials are provisioned, webhooks are configured, and monitoring alerts are active. Schedule go-live during a maintenance window if required; have support on standby for the initial launch period.