Prerequisites
- You must have an Alloy API token and API secret.
- You must have the Administrator role in Rulebase.
Installation
Step 1: connect Alloy
- Log in to your Rulebase dashboard
- Go to Settings > Integrations
- Find Alloy in the list and click Add
- Enter your Alloy API token
- Enter your Alloy API secret
- Click Add
What gets connected
Rulebase stores the Alloy credentials so workflows can read structured Alloy data. This can include onboarding records, KYC reviews, and transaction monitoring data.Next steps
- Confirm the API credentials have access to the Alloy data Rulebase should use.
- Add the Alloy connection to the workflows or testing sheets that need it.