TABLE OF CONTENTS
- Overview
- Setting up the integration
- Understanding your setup scenario
- Requesting your API Client ID and Client Secret
Overview
Zenu includes an integration with First AML, allowing you to connect your First AML account and create AML cases directly from Zenu properties, keeping your compliance workflow in one place.
This article covers how to request the credentials needed to connect Zenu to First AML. It does not cover setting up or using the integration inside Zenu itself. For that, see Zenu's help centre: Setting up First AML integration in Zenu.
Before you start:
- You'll need a First AML Compliance Admin (a user with admin permissions on your First AML account) to receive the credentials.
- Only your First AML Onboarding Team can issue these credentials; you can't generate them yourself in Source.
Setting up the integration
To enable this integration within Zenu, First AML needs to provision you with an API Client ID and Client Secret. These are the two pieces of information Zenu uses to authenticate its connection to your First AML account:
- API Client ID: a unique identifier for your Zenu connection.
- Client Secret: a private key that works with the Client ID to authenticate the connection. Treat it like a password: don't share it outside your organisation.
Before First AML can issue these, we need to understand how you want your Zenu account(s) to interact with your First AML account.
Understanding your setup scenario
| Your setup scenario | What you need to do |
| You have a single Zenu account, shared by all your offices | Skip to Requesting your API Client ID and Client Secret below. |
You have a single Zenu account, only used by some of your offices | Copy and complete the following spreadsheet to tell us how we need to provision your credentials correctly: Zenu <> First AML Mapping Then, move to Requesting your API Client ID and Client Secret below. |
| You have multiple Zenu accounts | Copy and complete the following spreadsheet to tell us how we need to provision your credentials correctly: Zenu <> First AML Mapping Then, move to Requesting your API Client ID and Client Secret below. |
An "office" is the access-scoping unit in First AML; it determines which users can see a case.
Requesting your API Client ID and Client Secret
- Contact First AML Onboarding Team at onboarding@firstaml.com requesting your Client ID and Client Secret.
- Tell us your setup scenario from the table above, and include a link to your completed Zenu <> First AML Mapping if applicable.
- Provide the name and email address of the First AML Compliance Admin we should send the credentials to.
- We will send your credentials to that email address via a secure link, as shown below.
Once you have your credentials, return to Zenu's help centre to complete the setup inside Zenu.