Yodlee FastLink 3.0 Configuration Tool

As the name suggests, the Yodlee FastLink 3.0 configuration tool allows customers to modify the strings, CSS styling, and FastLink features. The tool is designed to help them publish their changes without much of a dependency on CS. The tool is available for both FastLink 2.0 and FastLink 3.0, with available configuration across all screens, elements, strings, feature switches, and labels.

FastLink 3.0 Styling

For FastLink 3.0, this tool allows you to customize the Splash Page, the Search Page (Site Selection Screen), Login Page, Account Summary, and the buttons and elements.

Styles

Here you can change the font (globally), and background and foreground colors related to all the elements and features in a given page.

Global

    


Global styles allow you to customize the default background for the entire page, search box font color, anchor link font color, tips panel background color, label fonts and error message color across all screens.

Headers

    


The Headers section allows customers to change everything related to headers, like the font color, background, foreground, etc. for all headers on a page.

Steppers

    


Here you can modify steppers, in particular, the font color and the border, both for active and inactive fonts and borders.

Buttons

    


The Buttons section allows customers to modify the elements related to primary, radio, and toggle buttons, including background color, font color, hover background color, disabled background color and border color.

Generic configuration

      


Primarily meant for fine-tuning the content of the Account Details page and the Login Page, generic configuration allows customers to modify the log in, card, edit, and delete content.

Strings

Texts and strings in the application, including the error messages and other content, can be rewritten by the customer.

Global Text

This includes the header text that can be modified across screens, for example – Link Accounts, Select a Site, View Accounts, Verify, TIPS (FastLink 2.0), All Done, etc.

Getting Started

Helps with the string configuration on the Getting Started page, including the headings and the content. Getting Started differs for FastLink 2.0, FastLink 3.0, Aggregation, Account Profile, Agg W/Account Profile, and Asset Transfer.

Site Selection

This section refers to the Site Selection screen where a customer can modify the strings related to selecting a site. The screen is common for both FastLink 2.0 and FastLink 3.0.

Login

The login screen’s configurable strings allows customers to modify login related text like the error messages (in case of any error prompts), edit and recover credentials help text, Terms and Conditions, and buttons.

Account Summary

The summary page, which shows the details of the aggregated accounts, contains elements like the selection of accounts for funds transfers, the toggle/radio button strings, link another account texts, save, cancel, edit, and other container-related information that can be customized.

Error Messages

Error messages can be changed by customers to suit their needs. Samples of what a customer can change are shown below:

Features

This section consists of the feature switches, or the configurable keys, that can alter, hide, or show UI elements or impact their underlying functionalities.

Global

This section affects the overall major UI features of the application, like the steppers, headers, footers, tips, and terms and conditions.

Feature

Description

Default

Breadcrumb/Stepper

The feature indicates the progress of a consumer using the Yodlee FastLink application (for example, adding an account).

TRUE

Splash/Intro Screen

This is part of getting started in Yodlee FastLink where the application provides guidance to the consumer on how to use the product.

TRUE

T & C in Splash Page

Option to show terms and conditions (T & C) on the Splash page.

TRUE

Footer Section

Enables/disables the footer section in the application (across all pages)

TRUE

Enable Tips Content

Enables/disables the Tips section/content to FastLink 3.0 consumers. Default - Enabled.

TRUE

Select a Site

This section focuses on the site selection screen and the configurable elements/feature switches on the screen. Currently, there are three feature-switches with respect to the screen.

Feature

Description

Default

Popular Sites (UI Switch)

The feature is a popular sites section in the application. This should be used along with feature-level popular sites. This feature specifies whether or not the popular site section is shown in the application.

Show

Site Name on Logo Buttons

This feature allows users to mask, hide, or show the Site Display Name on the large logo buttons, apart from the logos. Default – Site Name is displayed on the logo buttons.

Show

Position of Search Bar

Customers can configure the search bar’s position. It can be placed at the top or bottom of the screen, above or below the logo buttons, or below the stepper. The default position is below the logo buttons.

Below the Logo Buttons

Verify Credentials

Primarily referring to the Login Screen, the Verify Credentials feature switches are mostly confined to showing or hiding password typing, tips, T & Cs for the first-time user and the copy-paste feature for the password field.

Feature

Description

Default

Site Login Form

Enable the password copy and paste feature for the customer or not.

Disabled

Re-Enter Password

Determines whether to enable the re-enter password feature for the customer.

Disabled

Unmask Password/Show Typing

This key determines whether to display the secured information in the password field.

Enabled

Terms & Conditions for First Time User

Determines whether or not to display the Terms and Conditions on the application. After the user accepts the terms and conditions they are not displayed again.

Disabled

TnC content display options

Displays the terms and conditions as per the choice made by the customer.

Inline

Linked URL of TnC in Login Page

Contains the customer's T&C page URL. If T&C content display options' value is FLOATER, then users can configure the T&C link URL.

Value

Control display of security icons in site login form

enable or disable the security logos inside the login form.

Enabled

View Accounts

This section refers to the account summary page, including the success page and an option to enable multiple account additions. The following are the configurable feature keys for this section.

Feature

Description

Default

Edit Account in Success Page

Provides the option of editing a successfully added account in the Yodlee FastLink success page. If this feature is enabled, the edit account option will be visible in the add account success page.

ENABLED

Delete Account in Success Page

Specifies whether or not the delete option should be visible in the add account success page. If edit account and delete account are both enabled, delete will show in the edit screen. If only delete account is enabled, the delete option will be a stand-alone icon that replaces the edit feature.

VISIBLE

Success page

Turns the All Done button on or off for all success pages.

TRUE

Add Account Success Page

Provides the option of redirecting the consumer to the success page/callback page of the customer instead of showing the success page in Yodlee FastLink.

TRUE

Enable Exit Popup Screen

Whether to enable Exit Popup screen during account selection.

ENABLED

Enable Multiple Account Addition

Allow single or multiple account selection for account profile and asset transfer flow.

ENABLED

Deep-linking Flows – Add, Edit & Refresh

When a user/customer makes direct calls to a page without going through the generic, pre-identified flows, this is referred to as deep linking. Currently, deep linking refers to the stand-alone add, edit, and refresh flows.

Feature

Description

Default

Edit credentials page

Provides the ability to show or hide the password as the consumer is entering it in the password field.

HIDE

Add Account Success Page (Standalone Edit Flow)

Redirects the consumer to the success page/callback page of the cobrand instead of the success page in Yodlee FastLink when editing an account. If this feature is turned on, the add account final/success page should be visible for a stand-alone (site-ID-based entry point) edit site flow. (If you have chosen account profile /asset transfer, then do not disable this feature.)

TRUE

Add Account Success Page (Standalone Refresh Flow)

Redirects the consumer to the success page/callback page of the customer instead of the success page in Yodlee FastLink when refreshing an account. If this feature is turned on, the add account final/success page should be visible for a stand-alone (site-ID-based entry point) refresh site flow. (If you have chosen account profile /asset transfer, then do not disable this feature.)

TRUE

Add Account Success Page (Standalone Add Flow)

Redirects the consumer to the success page/callback page of the customer instead of the success page in Yodlee FastLink when adding an account. If this feature is turned on, the Add Account final/success page should be visible for a stand-alone (site-ID-based entry point) add site flow. (If you have chosen account profile /asset transfer, then do not disable this feature.)

TRUE