diff --git a/rules/signal_guide.md b/rules/signal_guide.md index b52ab7f..967b9d9 100644 --- a/rules/signal_guide.md +++ b/rules/signal_guide.md @@ -1,13 +1,13 @@ -# Plaid Signal Integration (Sandbox End-to-End Guide) +# Plaid Signal Transaction Scores Integration (Sandbox End-to-End Guide) ## Overview -This guide provides a complete, step-by-step integration of Plaid's **Signal** product using the **Sandbox** environment. It is intended to support both **frontend** and **backend** implementations in a language-agnostic format with optional language-specific hints. The goal is to enable an AI agent or developer to execute a fully functional Plaid Signal integration, from user bank linking to evaluating ACH payment risk. +This guide provides a complete, step-by-step integration of Plaid's **Signal Transaction Scores** product using the **Sandbox** environment. It is intended to support both **frontend** and **backend** implementations in a language-agnostic format with optional language-specific hints. The goal is to enable an AI agent or developer to execute a fully functional integration, from user bank linking to evaluating ACH payment risk. Assumptions: - The developer has a Plaid account and Sandbox `client_id` and `secret` are available. If not provided, please ask the users for it. - The application is able to make HTTP requests. -- You have been approved for Signal access (or are using Sandbox while waiting for approval). +- You have been approved for Signal Transaction Scores access (or are using Sandbox while waiting for approval). This document references Plaid's official documentation using markdown links. @@ -22,7 +22,7 @@ Before starting the integration, ensure the following: - You have obtained your **client ID** and **Sandbox secret** from the dashboard. - You are working in the [Sandbox environment](https:/plaid.com/docs/sandbox/overview) where test credentials and institutions are available. - Your development environment can serve both **frontend** and **backend** logic. The backend must be able to securely manage sensitive credentials and handle API calls. -- You have applied for and received approval for Signal (or have received Sandbox access while waiting for approval). +- You have applied for and received approval for Signal Transaction Scores (or have received Sandbox access while waiting for approval). ## Step 1: Create a Signal Ruleset in the Dashboard @@ -152,9 +152,9 @@ After the user completes the Link flow, your frontend receives a `public_token`. > Store `access_token` securely on your backend. Never expose it to the frontend. -## Step 5: Backend - Evaluate Transaction Risk with Signal +## Step 5: Backend - Evaluate Transaction Risk -Now that you have an access token and account ID, you can evaluate the risk of an ACH transaction using Signal. +Now that you have an access token and account ID, you can evaluate the risk of an ACH transaction. ### 5.1 API Endpoint