Getting started

Partner types

To utilize serviceX as an enterprise, you need to register your organization account on serviceX Dashboard (you can try our sandbox environment here). Credify supports 2 partner types:

• Financial Institution/Service Providers

  partners who offer financial services and are looking to expand their reach to markets. They can use our platform to reach a wider audience by integrating with markets that are already using our services.

• Market

  partners who have a large customer base and are looking to offer financial services to their users without the hassle of building and managing the infrastructure. They can integrate with our platform to offer BNPL, Cash Loan, and Insurance services to their users.

Set up

For Markets

1. Register your organization account
   • Sandbox serviceX Dashboard
2. [Only on the production environment] Wait for our review process
   • We review new organization onboarding to make sure our network is credible.
3. Log into your organization account once approved
4. Update users' information you can share
   • Go to the Settings -> General information tab
   • Click Update -> Organization role
   • Provide 1. profile information set you can share and 2. custom scopes -- data structure that you may share with other partners. This 2 sets of data are utilized to enhance user experience and conversion rate to access services provided by Service Provider. For example, you set "loyalty point amount", and then Service Provider can configure some threshold to serve special offers to your users whose loyalty point amount is higher than the threshold.

5. Update the Api base URL. This URL will be used to redirect the user to the success/failed page after the user completed the payment or is used to push claim tokens.

6. Wait for our review process about this change
7. Re-login your account to reflect the change
   • Your session is associated with your organization role, thus you will need to log into your account again after approval
8. Go to Settings > Access Control in Dashboard and whitelist Service Providers for them to promote offers on your platform
   • If you are interested in testing BNPL, please select BNPL provider (under Others section) at this step. This is a sandbox BNPL provider that we provide for the testing purpose.

9. Get started with integration!

For Service Providers

1. Register your organization account

   • Sandbox serviceX Dashboard

2. [Only on the production environment] Wait for our review process

   • We review new organization onboarding to make sure our network is credible.

3. Log into your organization account once approved

4. Ask Credify team to register your products that you would like to offer on serviceX

   • Credify team configures products as we agree on a contract

5. Create promotion offers

   • You can create offers that promote your products. Every offer needs to link a product of yours

6. Get started with integration!