Configuration Tool

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 depend 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 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 on a given page.

Global

The Global styles section allows you to customize the font family and font size, default background for the entire page, search box font, page font, toast message success, and error across all screens.

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Headers

The Headers section allows you to change everything related to headers on a page, like a font, background, foreground, etc.

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Steppers

In the Steppers section, you can modify the or of the active and inactive fonts and borders.

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Tips

In the Tips section, you can customize the Tips background and font.

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Buttons

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

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Generic Configuration

The Generic Configuration section allows you to modify the card's title and primary, secondary, and background colors. You can also modify the font of the card's unit and secondary unit, along with the field label colors on the login page.

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UK-OB Consent Dashboard

The UK-OB CONSENT DASHBOARD section allows you to modify the or of permission statuses, i.e., Active, Expired, and Expired Soon.

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US-OB Interstitial

The US-OB INTERSTITIAL section allows you to modify the background color of the interstitial screen. You can also change the font or text available on the screen.

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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 getting started text can be modified in aggregation.
• 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.

Select a Site

The Select a Site section focuses mainly on the site selection screen and the screen's configurable elements/feature switches.

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.

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.

Deeplinking Flows – Add, Edit, and Refresh

Deeplinking is 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.

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.