TABLE OF CONTENTS
- Overview
- Setting up the integration
- Understanding your setup scenario
- Requesting your API Client ID and Client Secret
Overview
Realtair includes an integration with First AML, allowing you to connect your First AML account, and create AML cases directly from Realtair. Keeping your compliance workflow in one place.
Setting up the integration
To enable this integration within Realtair, you’ll need a First AML API Client ID and Client Secret. Your Compliance Admins can create and manage these credentials themselves in First AML platform, under Settings > Integrations - see Managing your API credentials.
Before you create your credentials, use the table below to decide how to scope them to the way your Realtair account/s connect to your First AML platform.
Understanding your setup scenario
| Your setup scenario | What you need to do |
You have a single Realtair account, shared by all your offices | If you are confident that all your offices now and in future will access your single Realtair account, select “Whole organisation” when creating your credential. |
You have a single Realtair 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 Realtair account. |
You have multiple Realtair 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 Realtair accounts are used by your offices: Realtair <> First AML Mapping For each Realtair account, create a unique credential. Select “Specific offices” when creating each credential to ensure you are provisioning access to the correct offices for each Realtair 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 Realtair <> First AML Mapping applies to your setup scenario, complete it as described above.