Implementation & Support
From configuration to confident day-to-day use.
Implementation and platform support for firms deploying FAP Compliance or FAP Nexus — covering onboarding, configuration, workflow design, integration support and training.
Support is delivered as part of a platform implementation, designed around the practical realities of operating in a regulated financial services environment.
Platform onboarding & configuration
Set up the agreed FAP environment around your entities, teams, roles, permissions and operating model.
- Environment set-up and role-based permissions
- Configuration of customer, risk and review settings
- Data migration planning for existing records
- Agreed go-live readiness checks
Workflow design
Translate your existing procedures into configured platform workflows, approvals, escalations and evidence requirements.
- Onboarding, review and case workflows
- Approval and maker-checker routing
- Payment, settlement and exception workflows in FAP Nexus
- Management information and reporting views
Integration support
Scope and support connections with banking, liquidity, payment, screening and data providers, subject to technical and commercial arrangements.
- Integration discovery and technical assessment
- Mapping provider data and status flows
- Test and UAT support for agreed connections
- Clear separation of demonstration and production integrations
Training & ongoing platform support
Help dealer, settlements, compliance, finance and management users adopt the platform with confidence.
- Role-based user training
- Administrator and configuration guidance
- Release notes and change support
- Ongoing platform support under an agreed service scope
Implementation
A practical route from discovery to go-live.
- 01
Discover
Understand the operating model, existing systems and priorities.
- 02
Configure
Set up workflows, roles, controls and the agreed environment.
- 03
Connect
Configure supported provider connections and integrations where required.
- 04
UAT
Test workflows, permissions and operational scenarios before launch.
- 05
Go live
Move into the agreed production operating model.
- 06
Support
Ongoing platform support, training and configuration changes under an agreed scope.
Discuss Your Requirements.
Where regulatory input is helpful, it is limited to aligning platform configuration with a client’s own documented policies and procedures during implementation. It is provided subject to independence and conflict-of-interest considerations, and does not replace the client’s own compliance function or independent professional advice.