Test your integration

Log in to your institution at one of the two Maxsight environment URLs. To learn more about Maxsight environments, see Testing Maxsight:

Select Policy builder and choose Data providers from the navigation menu.

Select + New data provider and select the appropriate entity type. You can tell which applicable entity you should be using based on your check type.

Add your integration URL and secret key, and select Run Validation. To learn more, see How to run the validation suite against your integration.

Remember to include a trailing / at the end of your integration URL.

Select Check configuration from the navigation and choose + New check configuration. Select your associated check type from the drop-down list and select Create.

Select your newly created check, and in the Default box, check the box with the data provider you added in step three, and select Save.

Select Tasks from the navigation and choose New compliance task. Select the appropriate entity type based on your check type.

Select your newly created compliance task. For both Acceptance Checks and Automatic Checks, select + Add Check and select the check you added in step five, and then select Add checks.

Select Workflows from the navigation and choose + New workflow. Select the appropriate entity type based on your check type. Select Edit name to change the name of your workflow.

Select your newly created workflow and move the cursor anywhere in the gray area until you see the box with the plus. You may need to move the cursor for the box to appear. Once you see this box, select the screen, choose Task element, and then select Add tasks element.

Select the pen icon of your new task box and select Add a new task. Select the compliance task you created in step seven and select Add task.

Hover over the gray area again until the box with a plus symbol is visible and select the screen. Select Outcome element, and then for outcome type, choose Automatic approval, and then select Add outcome element.

Select and hold the start dot and drag it to your Add tasks box. Select and hold the dot from the Add tasks box and drag it to your Automatically approve when all tasks complete box. When complete, the boxes are connected by arrows. To save your workflow, select Save.

Select Assessments from the navigation and select + New assessment.

Select your newly created assessment. Check the Entities will follow the selected workflow for this assessment box and the Entities can carry out this assessment multiple times box.

In the Workflow box for the applicable entity, either Individual policy or Company policy, select your workflow you created in step nine and select Save assessment.

Select User management from the main navigation and choose Roles.

Select the Compliance Officer role and select Assessments. If not already configured, grant your new assessment created in step 14 the Read and write permission and select Save changes.

If you don't have the permissions to do this, speak to an admin user of your institution.

Select Entity management from the main navigation and select + New entity. Fill out the details as necessary, and in the Assessment drop-down, make sure your new assessement is selected and select Create entity.

If you can't see your assessement, cancel the entity creation, refresh your browser, and try again. If your assessement still isn't visible, repeat step 18 and ensure you have set the right permissions.

Select the option to go to the entity and in the entity overview page, select your task from the menu.

On the task page, you can see the outcome of the check using your integration. Validate that the check ran as expected, the data is present and displayed where expected, and that any embedded links or iFrames work as expected.

Repeat steps 19-21 for multiple entities to ensure you have completed a sufficient range of sufficient scenarios for your integration.