
Requirements first
Describe the function in terms of user inputs, outputs, and error behavior. Check whether existing tools can meet the need before building a custom component. Look for gaps between what the business offers and what visitors understand.
Document authentication, data formats, rate limits, and recovery from failed requests. Test the connection with representative records. Use a real test inquiry to check delivery and follow-up.
- A written brief
- Named responsibilities
- Agreed review points




