Configure access
A finance administrator configures and validates the Plaid or Salt Edge connection in the organization Finance workspace. Provider/environment configuration and certification must be completed separately. These callbacks are generated by the provider; the example builder cannot produce a valid provider signature.
Cabinet route: /organizations/:organizationId/finance → Integrations. Managing a connection requires organization.finance.integrations.manage. Provider callbacks use the configured connection, environment and provider-issued verification material, not the administrator’s account session.
First successful workflow
Follow these steps in order. Open each method for its exact body, required headers and response schema.
- Register the correct Hallify callback URL with the configured bank provider.
- Plaid sends its verification JWT and exact raw JSON body; Hallify checks ES256, key rotation, body SHA-256, environment and issue time.
- Salt Edge v6 signs the exact callback URL and raw body with RSA SHA-256; Hallify also verifies callback version, timestamp and connection identity.
- A valid callback records a receipt and queues incremental synchronization. Inspect the connection’s synchronization state in Finance.
State, retries and recovery
Do not reuse Hallify HMAC examples for these providers. A callback receipt is not proof that all transactions have been reconciled. Exact replays are recognized; changed or unverifiable content must not be acknowledged as successful processing.