Customer Dashboard Use Cases

Introduction

The Customer Dashboard

Information you can get from the Customer Dashboard:

Account overview
Account balance history
Risks overview
Various graphs to track account movements
Graphical representation and preparation of income and expenses
Account key figures

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

Banks

UC-01: Bank wants to asses a customers financial situation for a loan.

Actors	Bank User
Systems	Bank’s loan application finAPI Data Intelligence finAPI Process Controller finAPI WebForm
Goals	Quick overview of the customer's financial situation Graphical representation and processing of the account
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 a Case and a Contract Detection Report of the type `CONTRACTSLOAN` with the given Data Sources Get the result of the Contract Detection Report Look into the result to get all detected contracts and aggregations