Customer Experience Guidelines

Dashboards

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This is the latest version Published 4 months ago 04 Apr 2022

Dashboards are a common tool used in many industries for customers to manage their connections with service providers. From Facebook and Google to health providers and utility companies, dashboards provide customers more control of their data and experience.

Other Journeys in ‘v3.1.10’.

Dashboards Overview

One of the primary objectives of the Customer Experience Guidelines is to provide simplification and consistency across all Open Banking implementations. As such, we have defined a core set of principles for dashboards that can and should be used, subject to the brand considerations of TPPs and ASPSPs.

This is the latest version published 4 Months ago 04 Apr 2022

AIS Consent Dashboard

Dashboards play an important role in managing the data for which a PSU has provided access consent to an AISP. PSUs may have consented to share data from several ASPSPs with a single AISP. AISPs must provide PSUs a dashboard to view and revoke their ongoing consents.

This is the latest version published 4 Months ago 04 Apr 2022

AIS Access Dashboard

Dashboards play an important role in managing the data for which a PSU has provided access consent for an AISP to access from their ASPSP. PSUs may have consented to share data from several accounts with a single AIS. ASPSPs must provide PSUs a dashboard to view and revoke the ongoing access for each account.

This is the latest version published 4 Months ago 04 Apr 2022

PIS VRP Consent Dashboard

A PSU may setup VRPs from different ASPSPs with a single PISP. The PISP must provide the PSU a dashboard to view and revoke the consents they have given. Dashboards play an important role in managing the conditions of VRPs for which the PSU has provided consent.

This is the latest version published 4 Months ago 04 Apr 2022

PIS VRP Access Dashboard

ASPSPs must provide PSUs with a facility to view and revoke ongoing VRP access that they have given to any PISP, for each account held at that ASPSP. The PSU may have consented to make payments from several accounts through a single PISP. Dashboards play an important role in setting out what accounts the PSU has given permissions for, and the rules associated.

This is the latest version published 4 Months ago 04 Apr 2022

CBPII Consent Dashboard

Dashboards play an important role in clearly and transparently setting out what a PSU has provided consent for a CBPII to do on their behalf. PSUs may have consented to Confirmation of Funds (CoF) access to several accounts from one or more ASPSPs. CBPIIs must provide PSUs with a Dashboard to view and revoke these consents.

This is the latest version published 4 Months ago 04 Apr 2022

CBPII Access Dashboard

Dashboards play an important role in setting out what a PSU has provided consent for a CBPII to do on their behalf. ASPSPs must provide PSUs a facility to view and revoke CoF access that they have given to any CBPII for each account held at that ASPSP.

This is the latest version published 4 Months ago 04 Apr 2022

PSU Notifications

Overview Independent customer research from Ipsos MORI showed a strong desire from real customers for intelligent notifications from both TPPs and ASPSPs. We have purposefully not mandated the use of notifications as it is not possible to dictate to participants how to communicate with their customers. However, we strongly encourage all participants to test and…

This is the latest version published 4 Months ago 04 Apr 2022