How does Flarion fit beside the systems we already run?
By moving the data that needs moving and nothing else. Microsoft 365 connects sign-in, Outlook and Teams. Structures, parties, registers and business development records come in from a spreadsheet, and a connected system can create onboarding invitations through a signed API. Everything below is live today.
| Their column | Flarion field | Status |
|---|---|---|
| STRUCT_NAME | Structure name | Mapped |
| PARTY_FULLNAME | Party name | Mapped |
| PARTY_DOB | Date of birth | Mapped |
| PARTY_NAT | Nationality | Mapped |
| ROLE_CODE | Role | Mapped |
| Capability | Status and what it does |
|---|---|
| Microsoft 365 | Live. Sign in with Microsoft; Flarion's meetings synced with the Outlook calendar both ways; the dates and counts of email and meetings with a client's people captured from Outlook; Teams meetings set to record automatically. |
| Spreadsheet import | Live. Structures and parties from a spreadsheet export of your current system, mapped column by column with a dry run before anything is written. |
| Register import | Live. Existing registers brought across from a spreadsheet, with the same mapping and dry run. |
| Business development drop-in | Live. Any relationship or pipeline spreadsheet dropped in, with a dry run first and an undo afterwards. |
| Signed invitation API | Live. A connected system creates onboarding invitations and reads their status. HMAC-signed requests, keys managed in Settings, off until an administrator creates one. |
| Automations | Live. Every scheduled job on one page, with its own switch, when it last ran and a Run now button. |
| Exports | Live. CSV of structures, parties and registers; hashed PDF exports of verification records; the inspection pack. |
Questions about integration
How is the API secured?
Every request is signed: an HMAC-SHA256 over the timestamp and the body, with a key id, so a call acts only for the firm that owns the key. Signatures are accepted once and expire after five minutes. Keys are created in Settings, shown once and stored encrypted.
What can the API do today?
Create onboarding invitations and read their status. That is the integration firms have asked for first: a new client in your system becomes an invitation in Flarion without anyone retyping a name.
What does Microsoft 365 connect?
Sign-in with your firm's Microsoft accounts; Flarion's meetings and the Outlook calendar, kept in step both ways; the dates and counts of email and meetings with a client's people, for business development and nothing more; and Teams meetings set to record. Each person's mailbox and calendar is read with their own permission, and the firm can switch each part off.
What runs on its own?
Every scheduled job, from rescreening to the regulatory feed, is listed on the Automations page with its own switch, when it last ran and a Run now button.
Can we get our data out?
Yes. Structures, parties and registers export to CSV, verification records export as hashed PDFs, and on leaving, everything is exported to you in open formats.
Tell us what Flarion should talk to.
Bring the systems you run to the demo and we will show you what connects today.