Integration & External Systems Template

Document external systems, why the integration is needed, direction of data flow, owners, and data exchanged.

Purpose and Benefits

  • Architecture clarity: Identifies external dependencies early.
  • Development planning: Guides API/auth decisions and data flow.
  • Risk reduction: Surfaces integration challenges sooner.
  • Security planning: Highlights auth and data protection needs.
  • Cross-team alignment: Clarifies ownership for each integration.
  • Testing & monitoring: QA can validate exchanges and behaviors.

Recommended (Detailed) Integration & External Systems Template

Purpose / Why neededDirectionOwner / TeamSystem NameData Exchanged
Process online payments for wallet transactionsBi-directionalPayments TeamPayment GatewayPayment authorization requests, transaction status, settlement confirmations
Verify customer identity during account creationOutboundCompliance TeamKYC Verification ServiceCustomer identity data, verification results
Send transactional notifications to usersOutboundMessaging TeamNotification Service (Email/SMS)Email addresses, phone numbers, notification content
Sync customer profile data across enterprise systemsBi-directionalData Integration TeamCustomer CRM SystemCustomer profile information, account status updates
Provide authentication for mobile usersBi-directionalSecurity TeamIdentity Provider (OAuth/SSO)Authentication tokens, user identity information

Field Explanation

  • Purpose / Why needed: Business or technical reason for the integration.
  • Direction: Outbound, Inbound, or Bi-directional data flow.
  • Owner / Team: Team responsible (Payments, Platform, Security, Integration).
  • System Name: External API/platform (payment gateway, CRM, IdP, messaging).
  • Data Exchanged: Types of data shared (transactions, identity, profiles, notifications).