Third Party CONSENTS
This option enables the user to manage the access provided to third party application(s). The user can define the fine-grained entitlements i.e. account level access along with a set of transactions for the third party. The user can disable the access for a specific third party application whenever required.
Note: Only those third party applications for which the user has registered and given rights to access his/ her accounts for inquiries and transactions, will appear on this page.
How to reach here:
Dashboard > Toggle Menu > Account Settings > My Preferences > Third PartyA party is any individual or business entity having a banking relationship with the bank. Application
OR
Dashboard > My Profile > Profile > Third Party Application
Field Name |
Description |
---|---|
Third Party Application Name |
The names of the third party applications are displayed. Select a third party application to define access to the application. |
Application Process |
The option to define whether access for the application is to be provided or not. If access is granted, then the user can revoke access and if it was revoked, then the user can grant access whenever required. |
Current and Savings/ Term Deposits/ Loans and Finances |
Select a product to define account and transaction level access to the third party. |
- Select the third party application for which you wish to define fine grained access.
- The system will display the list of accounts under each of the account types along with the transactions
- Click
OR
Click to cancel the operation and navigate back to ‘Dashboard
OR
Click Back to Dashboard to go to the Dashboard.
to modify account and transaction. The Third Party Consents – Edit screen with values in editable form appears.
Third Party Apps – Edit
Field Name |
Description |
---|---|
Third Party Application Name |
The name of the third party applications are displayed. Select a third party application to define access to accounts and transactions. |
Application Process |
The option to define whether access for the application is to be provided or not. |
Current and Savings/ Term Deposits/ Loans and Finances |
Select a product to define account level access to the third party. |
Accounts |
All the accounts of the user are displayed under the respective account type. |
Transactions |
Once you select an account, all the transactions through which the account can be accessed are displayed. Select any or all transactions to provide account access for the transactions to the third party application. |
- Click the Application Process button to enable / disable access for the third party application.
- If you select Enable,
- Click an account type. The account check boxes are enabled and you can select/deselect any check box to edit access of these accounts to the third party application.
- Select an account check box. The transactions for which the selected account can be accessed appear.
- Select/Deselect all or any of the transaction checkboxes to define the transactions through which the selected account can be accessed.
- Click
OR
Click to go back to previous screen.
OR
Click to cancel the operation and navigate back to ‘Dashboard.
to save the changes. - The Third Party Consents – Review screen appears. Verify the details, and click
OR
Click to go back to the previous screen.
OR
Click to cancel the operation and navigate back to ‘Dashboard.
. - The success message of third party consent setup appears along with the transaction reference number.
Click to complete the transaction and navigate back to ‘Dashboard.