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Partners

Partner Onboarding Checklist

Step-by-step guide to provisioning, integrating, and going live with Sentinel AI.

For Integration Partners

Partner Onboarding Checklist

From contract signature to first live user in 4 weeks or less.

Week 1: Foundation

Contract & Legal

  • Sign partnership agreement
  • Execute DPA (Data Processing Addendum)
  • Receive tenant credentials
  • Add security@centricity.co.in to your security contact list

Identity Setup

  • Provide SSO metadata (SAML 2.0 XML or OIDC discovery URL)
  • Map your user groups to Sentinel roles
  • Configure MFA policy
  • Test login flow with 2 pilot users

Domain & Branding

  • Choose custom domain or path
  • Provide logo (SVG, 1:1 and 3:1 ratios)
  • Provide primary brand color (hex)
  • Confirm favicon

Week 2: Integration

API Access

  • Receive API keys (production + sandbox)
  • Whitelist your IPs (if applicable)
  • Configure webhook endpoint
  • Verify HMAC signature validation

Data Import

  • Upload sample documents (10–20) for schema calibration
  • Validate extraction accuracy against ground truth
  • Configure custom fields (if needed)
  • Test Excel / PDF export formats

Widget Integration (if applicable)

  • Embed chat widget in staging environment
  • Test SSO silent login
  • Verify mobile responsiveness
  • Test dark mode (if supported)

Week 3: Testing

Functional Testing

  • End-to-end document upload → extraction → export
  • Chat session creation → message → citation → export
  • Portfolio review report generation
  • Error handling (429, 500, malformed input)

Performance Testing

  • Load test with expected concurrent users
  • Document processing SLA validation
  • Chat response time measurement

Security Testing

  • Verify no cross-tenant data leakage
  • Test RBAC enforcement
  • Audit log export and review

Week 4: Go-Live

Training

  • Admin training session (1 hour)
  • End-user training session (1 hour)
  • Share documentation links
  • Distribute quick-start guide

Launch

  • Migrate from sandbox to production
  • Enable production webhooks
  • Announce to users
  • Monitor error rates and support tickets

Post-Launch

  • Weekly check-in for first month
  • Monthly business review starting Month 2
  • Quarterly roadmap alignment

Emergency Contacts

Role Contact Response
Technical Integration partners@centricity.co.in 4 hours
Security Incident security@centricity.co.in 1 hour
Billing billing@centricity.co.in 24 hours
General Support support@centricity.co.in 24 hours