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 create the credentials.
- Compliance Admins create and manage these credentials themselves in First AML platform, under Settings > Integrations. You no longer need First AML to issue them for you. See Managing your API credentials for step-by-step instructions.
Setting up the integration
To enable this integration within Zenu, you’ll need an API Client ID and Client Secret. A Compliance Admin can create these directly in First AML platform, under Settings > Integrations - see Managing your API credentials. 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 you create these, use the table below to decide how to scope your own credentials - that is, which of your offices should be able to connect to your Zenu account(s).
Understanding your setup scenario
| Your setup scenario | What you need to do |
| You have a single Zenu account, shared by all your offices | If you are confident that all your offices now and in future will access your single Zenu account, select “Whole organisation” when creating your credential. |
You have a single Zenu account, only used by some of your offices | Select “Specific offices” when creating your credentials, and select the offices that need to connect to your single Zenu account. |
| You have multiple Zenu accounts | You will need to proceed carefully to ensure you are provisioning your credentials correctly. We recommend completing the following spreadsheet, which will help you take stock of which Zenu accounts are used by your offices: Zenu <> First AML Mapping For each Zenu account, create a unique credential. Select “Specific offices” when creating each credential to ensure you are provisioning access to the correct offices for each Zenu account. |
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
You can now create and manage your own API Client ID and Client Secret directly in First AML - you no longer need to email our onboarding team. For step-by-step instructions, see Managing your API credentials.
If a Zenu <> First AML Mapping applies to your setup scenario, complete it as described above.
Once you have your credentials, return to Zenu's help centre to complete the setup inside Zenu.