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Use this checklist after completing User Acceptance Testing (UAT) to confirm that your production environment is configured correctly before running a production test. Each item corresponds to a configuration detail that Fexco’s team migrates from the certification environment to production. Discrepancies between the two environments are the most common cause of production failures at go-live. Work through each section below and confirm every item is in place before proceeding to the production test. For an overview of the full integration lifecycle, see Integration journey.

Authentication and environments

Verify that the following authentication, connectivity, and environment requirements are in place:
  • Production base URLs are configured in your system. See Environments for all production endpoint URLs.
  • Production authentication credentials are set. See OAuth authentication or JWT/PKI authentication depending on your rate service integration.
  • SFTP connection to the production endpoint is active. See Security setup for setup requirements.
  • Your production IP addresses are whitelisted on Fexco’s network.

Merchant and template configuration

Verify that the following merchant and template settings match your certified configuration:
  • Production template ID matches the one used during UAT.
  • File group ID, base currency, and rate margin description match the certification environment values.
  • No currencies are enabled in production that were not tested in certification.
  • Production merchant IDs (MIDs) match those tested during UAT.
Fexco applies ISO and PCI audit controls to all production merchant configuration changes. Changes require a written request from the nominated business owner on your side and approval from a Fexco approver before they take effect.

SFTP paths and file naming

Verify that the following SFTP paths, file naming, and file exchange requirements are configured correctly:
  • SFTP drop path is set to the production location provided by Fexco. Check this against the peering document and connectivity setup details.
  • File names follow the naming convention for your file type. See Developer resources for naming requirements.
  • A test file has arrived at Fexco and a confirmation file has been received in return before starting the production test.

Sign-offs required

Confirm that the following required approvals and sign-offs have been completed:
  • Fexco’s Client Currency Solutions team has signed off the UAT outputs and formally closed the UAT phase.
  • A nominated business owner on your side has approved the production merchant configuration in writing, including the rate margin description, base currency, and commission splits.
  • A Fexco approver has countersigned the production configuration request, as required for ISO and PCI audit compliance.
  • Fexco’s implementation team has given the go-ahead to proceed to the production test.

Next steps

Once all items are confirmed and sign-offs are in place, you are ready to proceed.
  • Run a pilot: select pilot merchants or ATMs and begin your two-week pilot after a successful production test.
  • Troubleshoot go-live issues: resolve the most common production failures before full rollout.