Sign in ☰PFO API Catalogue (Integration touch Points)
PFO integrations are centred onAzure API Management, with PFO acting as the core system. All vendors and internal systems integrate through APIM, creating strong dependencies on gateway availability, identity configuration, and stable data contracts. Successful integration relies on well‑governed onboarding, secure access controls, clear environment strategy, and mature operational support.
ITM-01 - EC Connect
Synchronise party/regulated entity records, cases and related documents between EC Connect and PFO. Triggered by Current nightly sync; future near real-time/event-driven (TBD in HLD);
ITM-02 -Legacy PEF
Migrate historical registrations, returns, cases, and users to PFO.
Triggered by Planned waves per cutover plan;
ITM-03 - Power BI
Provide dashboards, trend analysis and reports for internal users. Compliance KPIs, financial reporting datasets, publication metrics
Triggered by Near real-time or scheduled refresh (TBD); Accurate & timely reporting
ITM-04 ECHO (SharePoint Online)
Manage documents and evidence linked to cases and submissions. Documents, metadata, case references Triggered On demand;
ITM-05 Companies House
Validate donors/companies for permissibility and disclosure requirements. Organisation records, registration numbers, status, Corporation country of incorporation -- Validation of Company details Triggered On submission/validation;
ITM-06 Register of Trade Unions
Verify if trade union is on government list the list on the Trade Unions Website (https://www.gov.uk/government/publications/official-list-of-trade-unions/current-trade-unions) Triggered whenever there is a record indicating a trade union donation
ITM-07 OS Places
Address lookup and validation for registrations and returns. Addresses, UPRNs, Postcode Triggered On address data entry;
ITM-08 GOV.UK Notify
Send bilingual notifications (email/SMS) for deadlines, alerts, and status updates, and automated reminders (4w, 2w, 1w Campaigns) In-App, email, SMS.
Triggered by Message templates, recipients, delivery status Event-driven; real-time alerts
ITM-09 Identity Providers
Security Identity Providers for External Users e.g. Google, Apple, GOV.UK One Login /Identity Provider/ PFO. External identity assurance and authentication into PFO.
Triggered by: On login; availability per GOV.UK service
ITM-010 Microsoft Entra
Authentication for internal and external users with role-based access. R1 Identity tokens, user roles, permissions : Required Data pieces: Firstname, Lastname and emailAddress
Regulated Entity, Role and Access Levels On login; Conditional Access policies enforced.
Triggered by: On login; Conditional Access policies enforced
ITM-011 WorldPay
Process application/registration payments; and automated reconciliation of bank payments.
Triggered by On payment; callback near real-time
ITM-020 Public Register / Search Portal
Automated updates to public registers and transparency publications. Triggered Weekly Scheduled/controlled updates (when record is marked for export); performance-optimised
ITM - EC Register
Automated updates to public registers and transparency publications. Party Emblems and Documents &
Registration details, donations, loans, spending, assets/liabilities
Triggered by Weekly & Daily Scheduled/controlled updates (when record is marked for export); performance-optimised.
Calendar Sync
Keep Outlook calendar events and appointments synched to related records in CRM activities, and automatically push them to the EC Staff's calendar. The ability to allow stakeholders to book (Telephone or Teams) meetings with Registration Advisors at scheduled timeslots.
Triggered whenever a user schedules appointment or events in CRM
Email System
Keeping emails linked to related records in CRM activities and enable email interaction inside and/or outside CRM. Email Exchanges.
Triggered whenever a user creates an email regarding a CRM record