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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

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