organization_type, which determines required API fields, dashboard navigation, and which modules apply to your contract.
Not sure which path you are on? Check Dashboard → Settings → Company or ask your Clausum account team.
Three client profiles
Merchant
E-commerce, marketplaces, and direct checkout integrations.
PSP / Aggregator
Payment service providers routing assess per sub-merchant.
Bank / Fintech
Core banking, treasury, pay-in rails, and payout disbursements.
How documentation is organized
See the full capability catalog for which modules each segment typically uses.
Shared first steps (all segments)
1
Access sandbox
Sign in at sandbox.clausum.ai — see Access & environments.
2
Open Connections
Create keys and webhook URLs under Dashboard → Connections.
3
Run simulation
Validate rules in Simulation before production traffic — Simulation.
Solutions on your contract (reference)
Same tree as Solutions and Settings → Services:
Integrate row-by-row: Settings — Services.