TABLE OF CONTENTS
- Overview
- Setting up the integration
- Understanding your setup scenario
- Requesting your API Client ID and Client Secret
Overview
MOVE includes an integration with First AML, allowing you to connect your First AML account, and create AML cases directly from MOVE CRM, keeping your compliance workflow in one place.
Setting up the integration
To enable this integration within MOVE, you will need a First AML API Client ID and Client Secret. If you are a Compliance Admin, you can create and manage these credentials yourself in First AML platform, under Settings > Integrations. You no longer need to ask our onboarding team to provision them.
For step-by-step instructions, see Managing your API credentials.
Before you create your credentials, use the table below to work out how you want your MOVE account/s to interact with your First AML platform, so you can scope your own credentials correctly.
Understanding your setup scenario
| Your setup scenario | What you need to do |
| You have a single MOVE account, shared by all your offices | If you are confident that all your offices now and in future will access your single MOVE account, select “Whole organisation” when creating your credential. |
| You have a single MOVE 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 MOVE account. |
| You have multiple MOVE 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 MOVE accounts are used by your offices: MOVE <> First AML Mapping For each MOVE account, create a unique credential. Select “Specific offices” when creating each credential to ensure you are provisioning access to the correct offices for each MOVE account. |
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 MOVE <> First AML Mapping applies to your setup scenario, complete it as described above.