FastLink 3 Configuration Guide

Configure your customers' account linking options and permissions.

FastLink 3 is a legacy tool. Use FastLink 4 for new implementations, for information see the FastLink 4 documentation. For information on migrating from FastLink 3, see upgrade to FastLink 4.

Overview

The Yodlee FastLink 3.0 configuration tool allows customers to modify the strings, CSS styling, and FastLink features. The tool is designed to publish the changes without much of a dependency on the customer services team. The tool is available for both FastLink 2.0 and FastLink 3.0, with available configurations across all screens, elements, strings, feature switches, and labels. The configurations available in the tool depends on the FastLink version enabled for the customer.

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

The following actions can be performed:

  • Save: To save your customization changes, click SAVE.
  • Preview: To preview the customization changes, click PREVIEW and then select from the different product flows available in the Select Flow screen.
  • Publish: To publish the customization changes to the Stage Environment, click PUBLISH and provide your password in the Publish Changes screen.
  • Rollback: To rollback changes to the last saved instance, click ROLLBACK.
  • Default: To reset to the default values, click DEFAULT button.

Styles

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


Strings

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

Following is the list displays options where string values can be modified :

  • Global Text: The header, stepper, and button text can be modified across screens such as Link Accounts, Edit Credentials, Update Accounts, Manage Access, etc.
  • Getting Started: The geeting started text can be modified in aggegration.
  • Site Selection: In the Site Selection section, you can modify the strings related to selecting a site screen. The screen is common for both FastLink 2.0 and FastLink 3.0.
  • Login: In the section, you can modify the strings on the login screen. The sub-header, spinner, and content tabs refer to the user interface elements to which the strings belong. You can modify text like the error messages (in case of any error prompts), edit and recover credentials help text, Terms and Conditions.
  • Account Summary: In the Account Summary section, you can modify the strings that belong to the sub-header, popup, content, and container user interface elements of the account summary page.
  • Error Messages: Modify the error message strings in the Error Message section.
  • US-OB Re-add Page: Modify the strings and button in the US-OB re-add screen.
  • US-OB Update Connection Page: Modify the strings and tips content string in the US-OB update connection screen.
  • US-OB Consent Form: Modify the strings and tips content string in the US-OB update connection screen.
  • US-OB Interstitial: Modify the strings and tips content string in the account type screen.
  • Matching Service: Modify the strings and tips content string in the account type screen.
  • UK-OB Consent Dashboard: Modify the strings and tips content string in the account type screen.
  • UK-OB Consent Form: Modify the strings and tips content string in the account type screen.
  • Manage Access: Modify the strings and tips content string in the account type screen.

Features

The feature switches or the configurable keys can be modified to alter, hide, or show UI elements or impact their underlying functionalities.

Global

The Global section allows you to modify the overall major UI features of the application, like the stepper, header, footer, and TIPS.

Feature Name Description Default Value
showBreadcrumb/Stepper The feature provides an indicator of progress while a consumer is using the Yodlee FastLink application (for example, to add an account). TRUE
Enabling Footer Section The feature disables/enables the footer section in the application and is applicable across the application. TRUE
Tips Content This feature enables/disables the Tips section/content to the AUF users. TRUE
Simplified Mobile Integration The feature allows the Yodlee FastLink application to identify the mobile platform integration request and send a post message communication to the native application. The receiving application can open the provider’s authentication URL in a new browser window based on the post message. For more information, refer to Integrating FastLink for Mobile. FALSE

Select a Site

The Select a Site section is mainly focused on the site selection screen and the configurable elements/feature switches of the screen.

Feature Name Description Default Value
Popular Sites (UI Switch) Feature to show or hide the popular site section in the application. This should be used along with feature-level popular sites. TRUE
Site Name on Logo Buttons Feature to show or hide the Site Display Name on the large logo buttons, apart from the Logos. Default – Site Name is displayed on the Logo buttons. TRUE
Position of Search Bar Feature to configure the search bar’s position, either to the bottom of the screen, below the Logo buttons or on the top of the screen, above the logo buttons and below the stepper. The default position is below the logo buttons. Below the Logo Buttons
Limit for Popular Sites Specify the number of Popular sites to be displayed on the search page in the Mobile View. INTEGER
Limit for Popular Sites Specify the number of Popular sites to be displayed on the search page in the Web View. Below the Logo Buttons

Verify Credentials

Primarily referring to the Login Screen, the feature switches in the Verify Credentials section are mostly limited to showing/hiding password typing, TIPS section, T & C for first-time users, and the copy-paste feature for the password field.

Feature Name Description Default Value
Allow Password Copy-Paste Enable this key to allow the users to copy and paste the passwords from the clipboard. FALSE
Show Re-Enter Password Enable this key to show the re-enter Password field. FALSE
Show Typing Key to display the secured information in the password field. TRUE
T & C for First Time User Enable this key to display the Terms and Conditions for a first-time User. FALSE
T & C Display Type Display T & C as a floater or inline. Inline
T & C Link URL It contains the cobrand's TnC page URL. If TnC content display options' value is FLOATER, then users can configure the Tnc Link URL. STRING

View Accounts

The configurable feature keys in the View Accounts section refer to the Account Summary page, including the success page and an option to enable multiple account additions.

Feature Name Description Default Value
Edit Account - Success Page The feature provides the option of editing a successfully added account on the Yodlee FastLink success page. If this feature is enabled, the edit account option will be visible in the add account success page. TRUE
Delete Option - 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 standalone icon replacing the edit feature altogether. TRUE
Show Add Status The feature enables the customers to show the Add Account Status in regular add account flow. TRUE
Exit Popup Feature to enable the Exit Popup screen during Account Selection. TRUE
Show Link Another Site Button Enable to display the 'Link Another Site' button on the success page. TRUE
Link Another Site - Add Flow Enable the Link Another Site button on the success page in the ADD flow. FALSE
Link Another Site - Edit Flow Enable the Link Another Site button on the success page in the EDIT flow. FALSE
Link Another Site - Refresh Flow Enable the Link Another Site button on the success page in the REFRESH flow. FALSE

Deeplinking Flows – Add, Edit, and Refresh

Deeplinking is referred to when a user/customer makes direct calls to a page without going through the generic or pre-identified flows. Currently, deeplinking support is only available for the standalone add, edit, and refresh flows in particular.

Feature Name Description Default Value
Show Typing - Edit Flow In the EDIT flow, show or hide the password as the user is entering it in the password field. FALSE
Show Add Account Status – Edit In the EDIT flow, enable to display the add account status. TRUE
Show Add Account Status – Refresh In the REFRESH flow, enable to display the add account status. TRUE
Show Add Account Status In the ADD flow, enable to display the add account status. TRUE

Consent Form

In the consent form section, the keys that are required to configure the Single Site Selection (SSS) flow along with displaying account settings and consent expiration are available.

Feature Name Description Default Value
Disable Renew Flow for SSS Enable or disable the renew flow for the SSS flow. FALSE
Show Consent Expiration The number of the day before which the colour of the consent status has to be changed to yellow, indicating that the consent is about to expire. INTEGER