Financial Compass Use Cases | finAPI Technical Documentation

Introduction

Financial Compass provides an overview of end-customers a financial overview.

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

Actors	Bank User
Systems	Bank’s application finAPI Data Intelligence finAPI Process Controller finAPI WebForm
Goals	give end-user an overview over their income and spending provide the customer with information how to improve their spending habits in certain areas through customized advertisement
Preconditions	User has opened the Bank's online 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 an Income Report with the given Data Sources Get the result of the Income Report Look into the result to get all income related transactions and aggregations