Sandbox Checklist via the Portal
The Sandbox Checklist is a structured list of post-onboarding sandbox checklist that guides you through the plugin. This allows you to gain immediate clarity on the next steps once you complete the onboarding wizard. It eliminates the guesswork by giving you a clear, prioritized path through FISPAN's core capabilities, at your own pace.
Overview
Instead of relying on guided walkthroughs or back-and-forth emails to help you explore J.P. Morgan Pay, we now provide a structured, automated, and product-aware path to follow along. This allows you to arrive at production conversations better prepared, with higher confidence, and having already experienced the key workflows firsthand!
NOTE: This is only available on the Sandbox environment.
Key Features Breakdown
My Journey Tab
A new My Journey tab now appears in the J.P. Morgan Pay Portal once the onboarding wizard has been completed. This allows for tracking progress through your Sandbox. It remains up to date as you explore the plugin.
Automated Task Completion
As you perform actions in their ERP, such as loading bills, viewing transactions, or confirming a payment, the sandbox checklist will mark those tasks as complete upon the next refresh.
Tailored to Your Bank’s Products
The checklist only displays tasks relevant to the products enabled for you.
Learn More Redirect
The Sandbox Checklist includes a Learn More link that takes you directly to the relevant section of our Product Guide or Interactive Demo, providing step-by-step guidance exactly when and where it's needed.