Stripe Platform & Configuration
Stripe is a leading payment gateway service provider that facilitates online transactions for businesses. CCG uses Stripe Connect to enable online payments for merchants and consumers.
Key Features
- Payment processing
- Subscription management
- Invoicing
- Fraud prevention
- Analytics and reporting
Stripe Account Types
- Platform account: The main Stripe account that manages and controls connected accounts. Used to create/manage connected accounts, request capabilities, control onboarding, charge types, payouts, and dashboard access.
- Connected account: Linked to and managed by a platform using Stripe Connect. Represents individual businesses/sellers, allowing them to accept payments through your platform. Types:
- Standard: Full Stripe accounts with their own dashboard
- Express: Simplified dashboard, platform handles fraud/disputes
- Custom: White-labeled, no direct Stripe access, platform handles fraud/disputes
- Test account: For sandbox/testing purposes.
Onboarding: Create a Connect Account
- Login to the Stripe Dashboard
- Choose the CCG platform account
- Follow the Stripe Connect Account Creation documentation
- Enable SSO for the connected account (SSO for Connect Account)
Set up Single Sign On (SSO)
The Convenient Checkout Admin portal allows SSO access to the Stripe Dashboard, provided by the WAM team using Ping Federate. When provisioning access via Secure, groups are assigned automatically, allowing IAM to build the proper SAML request based on naming conventions:
AZU_CCG_{{ENV}}_STRIPE_ACCT_{{Stripe-Account-ID}}AZU_CCG_{{ENV}}_STRIPE_ROLE_{{Stripe-Role}}
This leads to a direct SSO URL pattern:
https://dashboard.stripe.com/login/saml_direct/domain/uhg.com/merchant/{{Stripe-Account-ID}}
Stripe Support
- Getting Access to Slack
- Slack Platform
- Designated Channel: Optum CCG thread
- Point of contact: Technical Advisor:
Kyle Macey(cc:Bill Christian) - Note: Slack URL is inaccessible within Optum network or VPN
Quick Reference
- Platform account: Manages connected accounts, controls onboarding, payouts, dashboard access
- Connected account: Represents a business/seller, accepts payments, has its own balance
- SSO: Use group naming conventions and direct SSO URL for dashboard access
For more details, see the Stripe Connect documentation and internal CCG onboarding guides.