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Menu

  • Explore API Banking
    • API Digital Banking
    • Embedded Banking
    • Contact Us
  • Developers
    • Quick Start Guide
    • API Reference
    • Embedded Banking
    • Events Reference
    • Authenticated Portal

Embedded Banking

  • folder icon closed folder iconGetting Started
  • folder icon closed folder iconConcepts
    • Overview
    • Authentication
    • Managing User Credentials
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    • Terminology
  • folder icon closed folder iconGuides
    • Initializing Components
    • Component Customization
    • Customization Examples
    • Event Handling and Data Processing
  • folder icon closed folder iconRelease Notes
    • EB v1.0 Release Notes
    • EB v1.2.2 Release Notes

Embedded Banking

  • folder icon closed folder iconGetting Started
  • folder icon closed folder iconConcepts
    • Overview
    • Authentication
    • Managing User Credentials
    • Components
    • Registering your Application
    • Terminology
  • folder icon closed folder iconGuides
    • Initializing Components
    • Component Customization
    • Customization Examples
    • Event Handling and Data Processing
  • folder icon closed folder iconRelease Notes
    • EB v1.0 Release Notes
    • EB v1.2.2 Release Notes

Customization Examples

Below are screen shots of each component and features that are shared between components. The screen shots are labeled with the field that adjusts that feature. For a full explanation of each field, find the specific field in the Field section further into this article.

Some features or 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.

Unauthenticated screen labeled with configurations, top half
Unauthenticated screen labeled with configurations, bottom half

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 configurations labeled

Transactions Component

Top of Transactions with customizations labeled
Transactions bottom with customizations labeled

Transfers Component

Transfers scheduling configurations labeled

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.

Transfers history configurations labeled

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