Other pages in this section Account Selection at PISP Account Selection at PISP – Supplementary info Account Selection at ASPSP Scheduled Payments – Future Dated Standing Orders International Payments Bulk / Batch Payments Multi-authorisation Payments Confirmation of Funds for PISP – Yes / No Response
This content is best viewed on a desktop browser. 1 CEG Checklist Requirements 1Minimum Set of Parameters: As per Single Domestic Payments – a/c selection @ PISP, item #1. Additionally allow to capture Debtor reference to enable matching/reconciliation of an entry by commercial customers 2 CEG Checklist Requirements 2PSU payment Account Selection: As perSingle Domestic Payments – a/c selection @ PISP, item #2 3 CEG Checklist Requirements 3PSU Consent to PISP : As per Single Domestic Payments – a/c selection @ PISP, item #3 4 CX Considerations 4As per Single Domestic Payments – a/c selection @ PISP, item #4 5 CX Considerations 5As per Single Domestic Payments – a/c selection @ PISP, item #5 6 CEG Checklist Requirements 6ASPSPs must apply SCA including dynamic linking, unless an exemption applies. The ASPSP authentication must have no more than the number of steps that the PSU would experience when directly accessing the ASPSP channel. 7 CEG Checklist Requirements 7Supplementary Information ASPSPs must be able to introduce a step as part of the authentication journey to display supplementary information associated with that payment if required. If the supplementary information screen is displayed ASPSPs must display as minimum the Payment Amount, Currency and the Payee Account Name to make the PSU aware of these details. 8 CX Considerations 8ASPSPs should display to PSUs any additional payment instruction information received from PISPs together with the supplementary information. This information may include the following: Payment Reference, if it has been entered by PSUs or pre-populated by PISPs in item #1 PSU payment Account Identification and/or the selected ASPSP (based on item #2 options). Payee Account Identification details (e.g. account number and sort code or additionally roll number or full IBAN) ASPSPs could display the balance of PSUs payment account (see Section Authentication method for clarification on SCA requirements) 9 CX Considerations 9ASPSPs should inform PSUs about their “point of no return” for making the payment and that their payment will be made after pressing the Proceed button. Example wording: “Press Proceed to make payment%22 10 CEG Checklist Requirements 10ASPSPs must allow PSUs to review as a part of the authentication process any supplementary Information.The PSU can either proceed with the payment or cancel it on the same screen with items #7 & #8,using options with %22equal prominence“ 11 CX Considerations 11As per Single Domestic Payments – a/c selection @ PISP, item #9 12 CEG Checklist Requirements 12SP Confirmation: As per Single Domestic Payments – a/c selection @ PISP, item #10 13 CEG Checklist Requirements 13Further Payment Status Update: As per Single Domestic Payments – a/c selection @ PISP, item #12 14 CX Considerations 13As per Single Domestic Payments – a/c selection @ PISP, item #11 Select to scroll left Select to scroll right
CEG Checklist Requirements & CX Considerations 1 Minimum Set of Parameters: As per Single Domestic Payments – a/c selection @ PISP, item #1 Additionally allow to capture Debtor reference to enable matching/reconciliation of an entry by commercial customers. 22 2 PSU payment Account Selection: As per Single Domestic Payments – a/c selection @ PISP, item #2 24 3 PSU Consent to PISP: As per Single Domestic Payments – a/c selection @ PISP, item #3 8 4 As per Single Domestic Payments – a/c selection @ PISP, item #4 5 As per Single Domestic Payments – a/c selection @ PISP, item #5 6 ASPSPs must apply SCA including dynamic linking, unless an exemption applies. The ASPSP authentication must have no more than the number of steps that the PSU would experience when directly accessing the ASPSP channel. 19 1 7 Supplementary Information ASPSPs must be able to introduce a step as part of the authentication journey to display supplementary information associated with that payment if required. If the supplementary information screen is displayed ASPSPs must display as minimum the Payment Amount, Currency and the Payee Account Name to make the PSU aware of these details. 20 8 ASPSPs should display to PSUs any additional payment instruction information received from PISPs together with the supplementary information. This information may include the following: Payment Reference, if it has been entered by PSUs or pre-populated by PISPs in item #1 PSU payment Account Identification and/or the selected ASPSP (based on item #2 options). Payee Account Identification details (e.g. account number and sort code or additionally roll number or full IBAN) ASPSPs could display the balance of PSUs payment account (see section Authentication methods for clarification on SCA requirements) 9 ASPSPs should inform PSUs about their “point of no return” for making the payment and that their payment will be made after pressing the Proceed button. Example wording: “Press Proceed to make payment” 10 ASPSPs must allow PSUs to review as a part of the authentication process any supplementary Information.The PSU can either proceed with the payment or cancel it on the same screen with items #7 & #8,using options with “equal prominence“. 20 11 As per Single Domestic Payments – a/c selection @ PISP, item #9 12 PISP Confirmation: As per Single Domestic Payments – a/c selection @ PISP, item #10 25 26 13 Further Payment Status Update: As per Single Domestic Payments – a/c selection @ PISP, item #12 27 14 As per Single Domestic Payments – a/c selection @ PISP, item #11
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