One Click Audit — Overview

One Click Audit is a two-way integration between Class and an approved External Audit Provider. It enables a Class administrator to submit a fund audit to a registered auditor directly from Class, and allows the auditor to send status updates and audit documents back to Class until the audit is complete.

Unlike a standard consumer API, One Click Audit involves calls in both directions:

• Class → Provider — Class initiates the audit by POSTing to a URL you host.
• Provider → Class — Your system POSTs updates back to a Class callback endpoint.

Because of this, becoming a One Click Audit partner requires:

1. Registering an HTTPS endpoint that Class can call.
2. Building the ability to call Class's callback endpoint using OAuth2 Resource Owner Password Flow.

• Select and configure an External Auditor for a fund.
• Request or cancel an audit for a fund for a specific financial year.
• Monitor the status of an audit.
• Store audit documents (Audit Certificate, Contravention Report, Management Letter) and metadata (completion date, audit number, etc.).

All audit requests are for one financial year for one fund. Bulk audit requests are not supported.

1. Class user selects your firm as auditor and clicks "Request Audit"
2. Class POSTs the audit request to YOUR endpoint
3. Your system creates an audit request record and returns a link
4. Class user follows the link to complete any provisioning / acceptance
5. Your system POSTs "Requested" back to Class to acknowledge acceptance
6. Your system POSTs progress messages and audit documents to Class over time
7. Your system POSTs "Processed" to Class to finalise the audit

At any point the Class user can cancel the audit, in which case Class will POST a cancellation to your endpoint.

Your integration is built and demonstrated against PIE first. Once Class has verified the integration and a partnership agreement is in place, you will be promoted to production.