Moving from v2 to v2.1

Moving from Notabene v2 to v2.1 leaves little to change in your existing integration. Notabene runs the switch, and your existing API calls keep working as before.

Notabene first copies your sandbox accounts into v2.1, so your team can try the new dashboard and check that everything works. Once you are satisfied, Notabene does the same for production and switches you over to v2.1.

Moving to Notabene v2.1

Your move to v2.1: what you need to do

Everything comes with you and your integration keeps working as it does today. Here is who does what, from kickoff to done. Your dates and window length are agreed with you.

Notabene

What Notabene does

You

What you do

Kickoff

Agree your date

Notabene · What Notabene does

Kickoff call with your Solutions Engineer and CSM, with named contacts on both sides.

Agree your move date and synced window, with the notice your contract requires.

You · What you do

Name a technical contact and a compliance contact.

Tell Notabene early if you allow-list its IPs, pin its TLS certificates or encrypt personal data yourself.

Get ready

Days to weeks before

Notabene · What Notabene does

Bring everything across: account, users, policies, address book, customers and transactions.

Set up your policies in v2.1, ready for your review.

List the small differences you may notice.

You · What you do

Review and sign off your policies with Notabene, which does not move you until you do.

Join a dashboard walkthrough and confirm your v2.1 login.

Move day

Your agreed date

Notabene · What Notabene does

Switch you to v2.1. Billing moves at the same moment, so you are never billed twice.

An engineer on call and a test transaction in each direction.

You · What you do

Start working in the v2.1 dashboard.

Little to change in your integration: same URL, credentials and IDs, and your webhooks keep arriving at the same endpoints.

Synced window

Length agreed with you

Notabene · What Notabene does

Show your pending V2 transactions in their own tab in v2.1, kept up to date.

Hypercare check-ins, and a pending-transaction list if you want one.

You · What you do

Finish the pending V2 transactions you care about, with “Open in V2” or through the API as today.

Done

Once the window closes

Notabene · What Notabene does

Help you check that nothing is left unfinished.

You · What you do

Nothing more. Your V2 transactions stay in v2.1 to view, read-only.

What stays the same

API base URL and credentials webhook endpoints and signing secrets your DID transfer and customer IDs logins and roles data region

Good to know

Screening results attach to the counterparty or wallet rather than each transaction. A few small differences in webhooks and fields are listed for you before the move.

Encrypt personal data yourself?

You have one extra step: a small update to how you encrypt and decrypt. Notabene helps you with it, and only schedules your move once you are ready.

If you allow-list Notabene’s addresses in your firewall, Notabene IPs lists them.

📘
If you encrypt personal data yourself
v2.1 does not take field-by-field encryption. Encrypt the originator’s and the beneficiary’s IVMS-101 records instead, each whole record as one JWE sent in place of the plain one, as described in Encryption.