TABLE OF CONTENTS


Overview


Forms Live integrates with First AML to offer a cohesive AML workflow. Create cases, receive updates, and download reports, all within Forms Live directly.


Setting up the integration


To enable this integration within Forms Live, you'll need a First AML API Client ID and Client Secret. Compliance Admins can create and manage these credentials themselves in First AML platform, under Settings > Integrations - see Requesting your API Client ID and Client Secret below.


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.


You can then input these credentials into Forms Live to connect the integration. See their help article for instructions.