Aggregation Use Cases

Introduction

Aggregations are especially useful for companies that need elements from different reports and want to tailor them for themselves

The following use cases are examples to make them more “plastic”.

Banks

UC-01: Own cashflow analysis

Actors	Bank User
Systems	Bank’s loan application finAPI Data Intelligence finAPI Process Controller finAPI WebForm
Goals	Determine which labels are interesting for you Decide in which order these labels should be considered Create your own cashflow analysis based on this data
Preconditions	User has opened the Bank's online loan application
Flow	Bank’s loan application asks customer to import all accounts Open finAPI Process Controller and get process token and user Call finAPI WebForm v2 to let the user import the accounts wait until user has finished Call finAPI Data Intelligence Synchronize accounts endpoint and wait for callback Callback should create the Case File with the given Data Sources Callback should create the required aggregation and process the result

Insurances

UC-02: Cutomized offers for customers

Actors	Insurance User
Systems	Insurances application finAPI Data Intelligence finAPI Process Controller finAPI WebForm
Goals	Determine which labels are interesting for you (For example Insurance, Children, Mobility and Travel) Decide in which order these labels should be considered Get all the information you need and advise the customer fully and customized
Preconditions	User has opened the insurances online application
Flow	Insurances application asks customer to import all accounts Open finAPI Process Controller and get process token and user Call finAPI WebForm v2 to let the user import the accounts wait until user has finished Call finAPI Data Intelligence Synchronize accounts endpoint and wait for callback Callback should create the Case File with the given Data Sources Callback should create the required aggregation and process the result

Comparison Website

UC-03: Tailor-made advice for the customer

Actors	Insurance User
Systems	Comparison website’s application finAPI Data Intelligence finAPI Process Controller finAPI WebForm
Goals	Determine which labels are interesting for you (For example Insurance, Children, Mobility, Travel, Savings) Decide in which order these labels should be considered Get all the information you need and advise the customer fully and customized
Preconditions	User has opened the Comparison website’s online application
Flow	Comparison website’s application asks customer to import all accounts Open finAPI Process Controller and get process token and user Call finAPI WebForm v2 to let the user import the accounts wait until user has finished Call finAPI Data Intelligence Synchronize accounts endpoint and wait for callback Callback should create the Case File with the given Data Sources Callback should create the required aggregation and process the result