Interfaces and field mapping
Document the systems, permitted functions, required fields, units, timestamps and error responses. Define the source of record and treatment of incomplete or conflicting information.
Planned integration work for institutions that need agreed interfaces, consistent fields, permissions, reports and recovery procedures.

Document the systems, permitted functions, required fields, units, timestamps and error responses. Define the source of record and treatment of incomplete or conflicting information.
Map identities, client isolation, least-privilege access, approvals and sensitive operations. Agree ownership of credentials and access changes.
Specify report inputs, transformations, calculation methods and exception ownership. Provide sample records and a repeatable reconciliation process.
Agree normal and failure cases, recovery evidence and acceptance criteria. Document configurations, operating instructions, support boundaries and exit or data-transfer responsibilities.
Document the institution, users, existing systems and one measurable workflow.
Agree the scope, data rights, responsibilities and acceptance criteria.
Map interfaces and permissions using approved access and sample records.
Test reconciliation, failure recovery and user acceptance against the agreed scope.
Deliver operating documentation, training and a defined support boundary.
A proposal would identify deliverables, dependencies, responsibilities, acceptance evidence and change control. Work outside that scope would require an agreed revision.
Where an integration touches financial activity, the relevant roles and operating conditions must be reviewed before live use. Technical delivery does not itself provide permission to execute trades, accept money or hold assets.
Include the systems involved, data rights, required outputs, access limits and the failure cases your team needs to handle.