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 pages in this section Get Started Authentication Methods Account Information Services Payment Initiation Services Card Based Payment Instrument Issuers – CBPIIs Dashboards Customer Experience Checklist Appendices Change Log
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. Learn more 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. Learn more 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. Learn more 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. Learn more 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. Learn more 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. Learn more 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. Learn more 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… Learn more
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. Learn more
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. Learn more
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. Learn more
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. Learn more
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. Learn more
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. Learn more
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. Learn more
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… Learn more