Customer Experience Guidelines

Dashboards

This version is:

Published 9 months ago 21 Oct 2021

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 ‘v3.1.9’.

Dashboards Overview

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.

This version was published 9 Months ago 21 Oct 2021

AIS Consent Dashboard

AISPs must provide PSUs with a Dashboard to view and revoke ongoing consents that they have given to that AISP. They may have consented to share data from several ASPSPs with a single AISP.

This version was published 9 Months ago 21 Oct 2021

AIS Access Dashboard

ASPSPs must provide PSUs with a facility to view and revoke ongoing access that they have given to any AISP for each account held at that ASPSP. The PSU may have consented to share data from several accounts with a single AISP.

This version was published 9 Months ago 21 Oct 2021

PIS VRP Consent Dashboard

PISPs must provide PSUs with a facility to view and revoke VRP consent(s) that they have given to that PISP. PSUs may have agreed to several VRP consents for different ASPSPs with a single PISP.

This version was published 9 Months ago 21 Oct 2021

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 with a single PISP.

This version was published 9 Months ago 21 Oct 2021

CBPII Consent Dashboard

CBPIIs must provide PSUs with a Dashboard to view and revoke consents that they have given to that CBPII to perform a Confirmation of Funds check. PSUs may have consented to Confirmation of Funds (CoF) access to several accounts from one or more ASPSPs.

This version was published 9 Months ago 21 Oct 2021

CBPII Revocation of Consent

CBPIIs must provide PSUs with a facility to view and revoke consents that they have given to that CBPII. PSUs may have consented to CoF access to several accounts from one or more ASPSPs.

This version was published 9 Months ago 21 Oct 2021

CBPII Access Dashboard

Regulation 68(6) PSRs states that if the PSU so requests, the ASPSP must inform the PSU of the CBPII which has made previous CoF and the answer given to that CBPII.

This version was published 9 Months ago 21 Oct 2021

PSU Notifications

Customer research reinforced the trust and reassurance that ASPSPs can provide through notifications. Whether this is a one-off, for example, the first time a PSU connects their ASPSP to a TPP, or every time a new connection is made, it is up to ASPSPs to determine.

This version was published 9 Months ago 21 Oct 2021