External Bank Maintenance

Using external bank maintenance, System Administrators can add an external bank. The external bank logo, address, URL and other details can be maintained. In addition to this, the authorization details can be captured, that will enable linking of OBDX with the external bank. Multiple external APIs can be saved, to facilitate access of data, which will then be available for the perusal of the OBDX customer.

Pre-Requisites

• Transaction access is provided to System Administrator
• Approval rule set up for System Administrator to perform the actions

Workflow

Features Supported In Application

This option allows the System AdministratorAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. to:

• View External Bank Details
• Add External Bank
• Update External Bank Details
• Delete External Bank

How to reach here:

System Administrator Dashboard > Personal Finance > External Bank Maintenance
OR
System/ Bank Administrator Dashboard > Toggle Menu > Personal Financial Management > External Bank Maintenance

Search and View External Bank's Details

System Administrators can search and view the details of the external banks already maintained in the application.

To view external bank's details:

1. In the Bank Name field, enter the bank name to search for a specific external bank.
2. Click Search.
   List of external banks matching search criteria appears in search summary section.
   OR
   Click Cancel to cancel the transaction and navigate the user back to Dashboard.
   OR
   Click Clear to reset the details.
   OR

3. Click ADD to add new external bank.

 

3. Click Bank Name link on External Bank Maintenance screen.
   The bank details maintained appears on External Bank Maintenance - View screen.
   

• Click Edit to edit the external bank details.
  OR
  Click Delete to delete the external bank details.
  OR
  Click Cancel to cancel the transaction.
  OR
  Click Back to navigate to previous screen.
  

Add External Bank

System Administrators can add an external bank - so that it is available to the Retail User for account aggregation services (on successful authorization of this maintenance) . System Administrators can add external bank details like Bank details, Bank Authorization details, multiple external APIs (to facilitate access of data between OBDX and the External Bank.

To add external bank:

1. In the External Bank Maintenance screen, click Add. The External Bank Maintenance - Create screen appears.

2. In the Bank Name field, enter the external bank's name.
3. In the Bank Address field, enter the external bank's address.
4. In the Bank URL field, enter the external bank's url.
5. Click Choose Files or Drag Files here , browse and upload image of bank logo.
6. In the Bank Identifier field, enter the external bank's identifier.
7. Click the Enable OAuth Details toggle button to enable or disable the authorization details.

Note: OAuth Authorization Details are maintained for the external bank, if the status of the Enable OAuth Details field is enabled.

8. In the Authorization URL field, enter the external bank's authorization url.
9. In the Token URL field, enter the external bank's token url.
10. In the Revoke URL field, enter the external bank's revoke url.
11. In the Redirect URL field, enter the external bank's redirect url.
12. In the Client ID field, enter the external bank's client ID.
13. In the Client Secret Keys field, enter the external bank's client secret keys.
14. In the Scope field, enter the appropriate scope for the external bank.
15. From the External APIs list, select the external API's exchanged between the Banks in External API Details section.
16. Click + Add External API to add more APIs.
    The list appears to select the APIs.
1. From the drop-down list, select the appropriate option.
2. In the API URL field, enter the API url.
   

OR
Click against the particular already added External API to delete it.

17. Click Save to update the changes.
    OR
    Click Cancel to cancel the transaction.
    OR
    Click Back to navigate to previous screen.
18. The Review screen appears. Verify the details, and click Confirm.
    OR
    Click Cancel to cancel the transaction.
    OR
    Click Back to navigate to previous screen.
19. The success message of external bank details creation appears.
    Click OK to complete the transaction.

Update External Bank's Details

System Administrators can view and update the details of the external banks already maintained in the application. System Administrators can modify Bank details, Authorization details and External API information.

To edit External bank details:

1. In the Bank Name field, enter the bank name to search for the specific external bank.
2. Click Search.
   List of external banks matching the search criteria appears in search summary section.
   OR
   Click Cancel to cancel the transaction and navigate the user back to Dashboard.
   OR
   Click Clear to reset the details.
3. Click Bank Name link on External Bank Maintenance screen.
   The bank details maintained appears on External Bank Maintenance - View screen.
   
4. Click Edit to edit the external bank details. The External Bank Maintenance - Edit screen appears with values in editable form.

5. Update the required details.
6. Click Save to update the changes.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate to previous screen.
7. The Review screen appears. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate to previous screen.
8. The success message of updates appears.
   Click OK to complete the transaction.

Delete External Bank's Details

System Administrators can search and delete existing external bank details.

To delete external bank details:

1. In the Bank Name field, enter the bank name to search for the specific external bank.
2. Click Search.
   List of external banks matching the search criteria appears in search summary section.
   OR
   Click Cancel to cancel the transaction and navigate the user back to Dashboard.
   OR
   Click Clear to reset the details.
3. Click Bank Name link on External Bank Maintenance screen.
   The bank details maintained appears on External Bank Maintenance - View screen.
   
4. Click Delete to delete the external bank details.
5. The Delete Warning message appears, click Yes.

6. The External Bank Maintenance screen with the successful object deletion message appears. Click OK to complete the transaction.

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