UPI Production Readiness Checklist

	Sign Subscription Form	➔	Provide Billing Details	➔	Pay Invoice	➔	FIX/REST Certify
INFREQUENT	✓		✓		✓		_
STANDARD	✓		✓		_		_
SEARCH ONLY API	✓		✓		_		✓ *
POWER	✓		✓		_		✓ *
POWER & INTERMEDIARY	✓		✓		_		✓ *
INTERMEDIARY	✓		_		_		✓ *
SOFTWARE VENDOR	No access to Production
UAT ONLY	No access to Production							Add New	Add New	Add New	Add New	Add New	Add New
*Please note that Intermediaries must sign their Subscription Form before Production connections for their end User(s) can be activated	Add New	*Please note that Intermediaries must sign their Subscription Form before Production connections for their end User(s) can be activated								Add New	Add New	Add New	Add New	Add New

Please see screenshots of each of the steps below. In pink, we have noted the signs indicating that the step has been completed.

Sign Subscription Form – all User Types

Provide billing details – Infrequent, Standard, Search Only API, Power Users

Pay invoice – Infrequent Users

FIX/REST certify – Search Only API, Power Users

UPI FAQ

Response to User queries on various aspects of the UPI Service, including use of the Client Onboarding and Support Platform (COSP), and Alternative IDs for searching and creating UPIs.