Deploy Integration Playbook

Prerequisites

1. Accepted offer
2. Signed agreements and PAD authorization
3. Configured disbursement provider

Setup Steps

1. Accept the offer.
2. Create or confirm the funding record.
3. Initiate disbursement.
4. Monitor disbursement status and completion.
5. Publish funding state to the collections layer.

Example Payloads

{
  "method": "eft",
  "provider": "zum_rails",
  "amount": 42500
}

Testing

• Validate pending and completed disbursement states
• Test early-payoff quote generation

Go-Live Checklist

• Provider credentials live
• Funding references reconciled
• Failure and retry policy documented