Get started with Solaris

Get started with Solaris

Introduction

The Get Started guide explains the process of implementing Solaris' APIs and processes in your solution. It is intended for partners who have just signed a contract with Solaris to begin onboarding, and for prospective partners who want to understand how the process works.

This homepage summarizes the process at a high level. Each of the linked pages goes into more detail about its respective stage of the process.

Solaris recommends completing the steps in the order they are listed in this guide (and in the left-hand navigation).

Step 1: Technical setup

First, you must prepare your solution to communicate with Solaris' API. This includes getting your access credentials, setting up your solution to communicate with Solaris' Production and Sandbox environments, and subscribing to relevant webhook events.

These steps are described in the technical setup guide.

Step 2: Legal & compliance screen

As a bank, Solaris is legally required to perform certain legal and compliance checks on customers. Your solution must collect your customer's consent and/or agreement to the following:

  1. Solaris' Terms & Conditions,
  2. data processing by Solaris, along with related legal disclosures,
  3. indication that the customer acts in their own economic interest (for Lending only),
  4. obligation of the customer to provide their tax information, and
  5. indication of FATCA relevance.

These steps are described in the legal & compliance screen guide.

Step 3: Onboard customers

Now your solution can begin the customer onboarding flow. Solaris has prepared the following step-by-step guides on the necessary API calls and consent screens for onboarding various types of customers for Digital Banking & Cards:

Note: For Lending products, see the respective product feature guides.

Step 4: Mandatory features

After the customer onboarding flow, partners must implement all of the following mandatory features prior to going live with their solutions:

Compliance requirements

Authentication & authorization

Digital Banking & Cards

Mandatory webhook events

Let's go

Ready to begin? Click the button below to get started integrating Solaris into your solution.