Credentials
Specify client ID type, secret handling rules, token lifetime, and whether client secret issuance requires in-person verification or secure vaulting.
A clear Business API Card reduces onboarding friction, documents permitted uses, and creates an auditable record of who has programmatic access and under what conditions, supporting security reviews and regulatory compliance.
Several teams collaborate on a Business API Card: API owners, security teams, legal or procurement, and the requester. Use the card to centralize approvals and required data.
Keep roles predictable: the requester supplies technical details, security approves scopes, legal/ procurement approves commercial terms, and an authorized signer completes the execution block.
Specify client ID type, secret handling rules, token lifetime, and whether client secret issuance requires in-person verification or secure vaulting.
List exact OAuth scopes or API endpoints requested and justify access; limit scopes to the minimum required for the intended integration.
State expected request rates and agreed throttling; include burst allowances and escalation procedure for exceeded limits.
Define temporary vs permanent access, expiry dates, automatic revocation triggers, and renewal process for long-lived credentials.
Provide technical contact, security point of contact, and legal representative with phone and email for incident response and escalation.
Reference applicable API terms, acceptable use policies, data handling obligations, and required certifications (e.g., HIPAA BAA if PHI is involved).
| Field | Configuration |
|---|---|
| Authentication | Use email + SMS or SSO to validate approvers. |
| Field Validation | Require specific formats (e.g., numeric rate limits). |
| Approval Flow | Set sequential signers: security → legal → authorized signer. |
| Audit & Retention | Capture timestamps, IPs, and save copies for compliance. |
Choose a platform that supports secure storage, printable signed copies, audit trails, and integrations with your developer portal.
Retain signed copies in a secure document store with role-based access, and ensure the platform supports export to your records retention system.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial, no credit card | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year limit | Varies | Varies | Varies |
Within 1 business day of submission
3–5 business days for standard scope reviews
Keys issued within 1–3 business days after approvals
Rotate secrets at least every 90 days or per policy
Send reminders 30 days before access expiry
Requester completes and files the Business API Card for review.
Security and legal sign-off confirms scope and terms.
API keys or tokens are provisioned and recorded.
Periodic audit verifies usage and triggers revocation if needed.
Xerox automated API access for NetSuite integrations with a standardized card that captured scopes and contacts
The clinic required a HIPAA-compliant onboarding card to grant vendor API access for patient scheduling