Prove the workflow first
Using Passage on its own lets your team try the whole process before spending time on system connections.
Passage field note
Try Passage before connecting other systems
Test every step for customers and reviewers before connecting other systems.
Connect at stable boundaries
Once the workflow is understood, an API can create the request and a signed webhook can return status changes and the current receipt. The institution does not need to rebuild the participant experience.
Make the sandbox realistic
Use explicit sample data, separate test and production environments, copyable requests, example responses, signed event examples, retry guidance, and a quickstart that reaches a completed request.
Measure time to value
Measure how long it takes to send a first request and reach a decision. Ask someone new to follow the setup guide and check that it works.
See the workflow in practice.
Use sample information to experience the request from the institution and participant sides.