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Embedded Banking

  • folder icon closed folder iconGetting Started
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    • Overview
    • Managing User Credentials
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    • EB v1.0 Release Notes
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Customization Examples

  • folder icon closed folder iconAPI Documentation
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    • Concepts
      • API Keys
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      • Access Tokens
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      • Dry Runs
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      • Collection Pagination
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      • Transfers
      • Business Transfers
      • Cutoff Times
      • Identity Challenges
    • Guides
      • Authenticate Users in your App using OpenID Connect with PKCE
      • Authenticate using OAuth 2.0 Client Credentials Flow
      • Getting a List of Accounts
      • Listing the Balances for Accounts
      • Using Pagination
      • Creating a One-Time Transfer
      • Listing Transfers
      • Retrieving Business Transfer Information
      • Completing an Identity Challenge
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  • folder icon closed folder iconEmbedded Banking
    • Getting Started
    • Concepts
      • Overview
      • Managing User Credentials
      • Components
      • Registering your Application
      • Terminology
      • Encryption and Authentication
    • Guides
      • Component Customization
      • Customization Examples
      • Initializing Components
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    • Data Delivery
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Customization Examples

Below are screen shots of each embedded banking component and features that are shared between the components. The screen shots are labeled with the parameter that adjusts that feature. For a full explanation of each parameter, see the Component Customization page.

Some features of embedded banking components contain additional explanatory notes, such as when a feature of a component can be completely disabled.

Unauthenticated Screen

The unauthenticated screen is the screen the user would see before they have authenticated with the FI.

If multiple components are available on a page, only one component would show the full unauthenticated screen with the calls to action (like the log in button). The other components would not have the calls to actions available.

Context Menu(s)

All components include a Context Menu with links to various banking activities that cannot be done within the component, and a link to disconnect from embedded banking. These menus are highly customizable and do not need to contain the same links as examples may show.

There may also be other menus within a component. The Context Menu is always indicated by the three vertical dots icon.

Accounts and Balances Component

Accounts and Balances Labeled View

Transactions Component

Transactions labeled view

Transfers Component

Transfers labeled view
Transfers Confirmation Labeled View

The Transfers component can have the Recent Single Transfers panel completely hidden via the showRecentTransfers option. Everything to the right of the center line would not be shown and the component would be about half of the full width.

Call to Action Component

Call to Action Component

Up to 20 versions of the Call to Action component can be created. When displaying the component, the selectedItemName parameter is used to select the name of the specific version to show.

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