Security model

Review API security, signing, webhook verification, key handling, and production controls.

Documentation boundary

Security and compliance pages are implementation guidance, not legal advice, compliance attestations, or a complete security review. Product, security, legal, and compliance owners must approve production policy language.

What this page covers

Security model
Credential, webhook, risk, and compliance boundaries
Credential exposure, verification status, and review boundaries

How it fits

Workflow

Keep secret keys and webhook secrets on servers only.
Use separate sandbox and live credentials and rotate them with overlap when needed.
Verify webhooks with raw body handling, timestamp tolerance, and duplicate-event storage.
Use idempotency keys for writes so retries cannot duplicate money-moving actions.
Monitor API errors, webhook delivery failures, reconciliation gaps, and unexpected status transitions.

Status and data signals

Signal	Use it for	Do not use it for
Secret key	Server-side API authority.	Browser bundle exposure.
Webhook secret	Signature verification.	Logging or sharing.
Risk status	Public-safe outcome messaging.	Private detection logic.
Compliance review	Human-approved wording and policy.	Legal guarantees from docs copy.

Implementation notes

Start in sandbox or test mode with fake data.
Keep server-only credentials, webhook secrets, PII, provider payloads, and internal runbooks out of public docs and browser code.
Use documented ids, request ids, event ids, timestamps, status fields, asset symbols, and environment names for support and reconciliation.
Treat browser callbacks as user-experience signals; use signed webhooks, API reads, scan records, or settlement reports for durable backend state.
Confirm product access, entitlement, regional availability, and review status before presenting the workflow as live.

Key management

Review key handling, webhook verification, and production controls.

Webhook verification

Review key handling, webhook verification, and production controls.

API keys

Review setup details before building in sandbox or live mode.

Compliance notes

Review compliance wording boundaries and required approvals.

Example trace

A security review starts by asking where authority lives. Secret keys belong on partner servers, publishable keys belong only on browser-safe paths, webhook secrets belong in server secret storage, and event verification must happen before business logic. If a key leaks, rotate it with overlap, revoke the old value, audit recent API calls, and confirm webhook processing still deduplicates events. Compliance wording should be reviewed before it is treated as production policy.