How provider activation works: demo to production

Trinsic has two environments: Test and Live.

The most important distinction is that testing in the Test environment is different from demo use in the Live environment.

The Test environment is used for mock or simulated flows. The Live environment is used whenever real credentials or real provider systems are involved, even if you are only testing or demoing.

Because of this, some providers require registration before you can test with live credentials.

Environment overview

Test environment

Use the Test environment when you want to test your integration with mock flows, simulated providers, or test data.

This is typically used for:

• API integration testing
• Mock provider flows
• Simulated verification outcomes
• Testing without real user credentials
• Internal development before moving to live provider testing

Provider registration is generally not required for mock or simulated flows in the Test environment because no real provider systems or live credentials are being used.

Live environment

Use the Live environment when you want to interact with real provider systems or real credentials.

The Live environment supports two types of use:

• Demo use
• Production use

This is where confusion can happen. A demo verification profile in the Live environment is still using live provider rails if it relies on real credentials. To the provider, this is live traffic, even if you are only testing internally. Because of that, the same provider registration is required for both Live demo use and Live production use.

Demo use in the Live environment

A demo profile in the Live environment is for testing with live credentials. It is not intended for production end-user traffic.

Use Live demo mode when you want to:

• Test with real credentials
• Validate the real provider experience
• Demo a real provider flow internally or to a prospect/customer
• Confirm end-to-end behavior before production launch

Even though this is called “demo,” it may still require provider registration because the provider sees this as live traffic.

Production use in the Live environment

Production use is for real end users completing real verifications as part of a live customer journey.

Use production mode when you are ready to:

• Launch to real users
• Process customer verification traffic
• Use the provider in an operational workflow
• Track production usage, billing, and support

Before production launch, you should confirm that your production verification profile is configured correctly and that all required provider registrations and legal terms are complete.

Creating a verification profile in the Live environment

When you create a verification profile in the Live environment, we ask whether the provider will be used for demo or production.

This helps Trinsic understand your intended use case.

• Select Demo if you are testing or demonstrating the provider with live credentials, but not sending production end-user traffic yet.
• Select Production if you are ready to use the provider with real end users in a production workflow.

In both cases, provider registration may still be required because both involve live provider traffic.

Typical activation path

1. Test with simulated flows

Start in the Test environment using mock providers, simulated flows, or test data. This helps you validate your integration without requiring provider registration.

2. Move to Live demo testing

When you are ready to test with live credentials, create a demo verification profile in the Live environment.

At this point, Trinsic may need to register you with the provider or scheme before live credential testing can begin.

3. Complete provider registration

If registration is required, Trinsic will collect the information needed to register you with the provider.

This may include, legal company name, use case description, privacy policy and terms URLs, compliance or regulatory information.

4. Test with live credentials

Once approved, you can use the Live demo profile to test the provider with live credentials. This helps validate the real provider experience before launching to production users.

5. Move to production use

When you are ready to launch with a customer, create a production verification profile in the Live environment.

Your production profile should include your customer's:

• Brand name
• Brand color
• Logo
• Custom domain, if applicable
• Selected production providers

Production profiles help with billing, reporting, troubleshooting, customer organization, and monitoring.

Summary

The Test environment is for mock and simulated testing. The Live environment is for any use of real credentials or real provider systems.

A Live demo profile is not the same as production use, but it may still require provider registration because the provider sees live credential testing as live traffic.

In short:

• Test environment = mock/simulated flows and test data
• Live demo profile = testing or demos with live credentials
• Live production profile = real end-user production traffic

If you are unsure whether provider registration is required, contact Trinsic before testing with live credentials.