> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zenoo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Go-Live Checklist

> Everything you need to verify before launching your Zenoo verification flows in production.

# Go-Live Checklist

Before launching your verification flows in production, work through this checklist to make sure everything is configured, tested, and ready. Each section covers a critical area — skip nothing.

## What you'll learn

* Every configuration that needs to be verified before go-live
* Common issues that cause launch-day problems
* How to validate each area

## Provider Configuration

* [ ] **All providers have production credentials** — staging credentials will not work in production. Switch each provider from staging to production API keys
* [ ] **Connection tests pass for every provider** — go to Settings, Providers, and click Test Connection on each active provider
* [ ] **Timeout and retry settings are tuned** — production providers may have different response times than staging. Set timeouts to at least 30 seconds and max retries to 3
* [ ] **Batch mode is configured correctly** — if your screening provider supports category batch mode, verify it is enabled to avoid redundant API calls

<Warning>
  Do not reuse staging API keys in production. Most providers enforce environment separation and will reject staging keys in production environments.
</Warning>

## Verification Flows

* [ ] **All flows are tested end-to-end** — run each flow with realistic sample data in the staging environment and verify every node produces expected results
* [ ] **Decision logic is correct** — verify that auto-approve, manual review, and rejection paths all route correctly
* [ ] **Error paths are handled** — test what happens when a provider is unavailable or returns an error. Verify that failed checks generate appropriate alerts in Case Management
* [ ] **Screening thresholds are set for production** — testing thresholds (70%) may be too loose for production. Review and tighten as needed (80-90%)

## Webhooks

* [ ] **Webhook endpoint URL is configured** — provide Zenoo with your production webhook URL
* [ ] **Webhook secret is stored securely** — stored in an environment variable or secrets manager, not hardcoded
* [ ] **Signature verification is implemented** — your endpoint validates the `X-Zenoo-Signature` header on every incoming request
* [ ] **Endpoint responds within 30 seconds** — test under load to verify your endpoint does not time out
* [ ] **Idempotency is implemented** — your handler uses `journey_id` + `event_type` to deduplicate events

<Info>
  Test your webhook endpoint by triggering a few verification flows in staging and verifying that events arrive and are processed correctly.
</Info>

## Branding

* [ ] **Logo uploaded** — correct format (PNG/SVG), correct dimensions, transparent background
* [ ] **Brand colors set** — primary, background, text, and accent colors match your brand guidelines
* [ ] **Welcome message customized** — clear, professional, and explains what the customer needs
* [ ] **Completion message customized** — does not reveal the verification outcome
* [ ] **Email templates customized** — invitation, reminder, and confirmation emails use your brand voice
* [ ] **Mobile preview tested** — verify the experience looks correct on mobile devices

## Case Management

* [ ] **Compliance team has access** — all analysts, reviewers, and officers have the correct permission sets assigned
* [ ] **SLA thresholds configured** — verify SLA due dates, warning periods, and auto-escalation rules match your policy
* [ ] **Reviewer assignments set up** — senior reviewers and escalation targets are configured
* [ ] **Auto-triage settings reviewed** — if enabled, verify which alert types are auto-triaged and auto-disposed
* [ ] **Audit trail is working** — create a test case, resolve it, and verify the full audit trail is captured

## Team & Permissions

* [ ] **Team members are invited** — all users who need access have active accounts
* [ ] **Roles are assigned correctly** — analysts, senior reviewers, and officers have the right permission levels
* [ ] **Escalation paths are clear** — each analyst has a manager configured for auto-escalation
* [ ] **Notification preferences are set** — email notifications and in-app notifications are enabled for relevant events

## Monitoring & Alerts

* [ ] **SLA monitoring is scheduled** — the nightly SLA batch job is active and will run daily
* [ ] **Error alerting is configured** — you will be notified if a provider goes down or a critical flow fails
* [ ] **Analytics dashboards are accessible** — team leads and compliance officers can view the analytics hub

## Final Steps

<Steps>
  <Step title="Run a full dress rehearsal">
    Execute 3-5 verification flows in staging that cover your most common scenarios (clean customer, PEP match, sanctions hit, document issue). Walk through the entire process from initiation to case resolution.
  </Step>

  <Step title="Verify the complete loop">
    Confirm that data flows correctly: Studio flow executes, results arrive in Case Management, alerts are generated, analyst resolves them, case is closed, and the decision is delivered back.
  </Step>

  <Step title="Switch to production">
    Update provider credentials to production, confirm webhook URLs, and deploy your flows to the production environment.
  </Step>

  <Step title="Monitor the first 24 hours">
    Watch the analytics dashboard closely for the first day. Verify flow completion rates, provider response times, and alert volumes are within expected ranges.
  </Step>
</Steps>

## What's next?

<Columns cols={2}>
  <Card title="Review Alerts" icon="bell" href="/guides/case-management/review-alerts">
    Your compliance team is ready to start reviewing alerts.
  </Card>

  <Card title="Track SLA Compliance" icon="clock" href="/guides/case-management/track-sla">
    Monitor SLA performance from day one.
  </Card>

  <Card title="Read the Audit Trail" icon="scroll" href="/guides/case-management/read-audit-trail">
    Verify that every action is being logged for regulatory compliance.
  </Card>

  <Card title="Case Management Guides" icon="briefcase" href="/guides/case-management">
    Full guide library for your compliance team.
  </Card>
</Columns>
