April '24 - New Updates to Basiq Dashboard
We're thrilled to announce significant enhancements to the Basiq Dashboard. Here's what's new:
📄 Enhanced Reports and Statements Generation
PDF Statement Generation: Partners enabled for Reports can now generate PDF Statements directly from the User Account detail screen, integrating with our robust Bank Statements APIs by Insights.
Per-Partner Enablement: To enable this feature for new partners, please reach out to our Support team.
✨ UI Redesigns
Redesigned Signup and Login UI: We've updated the appearance of Dashboard registration, login, and other related screens to align visually with our redesigned Basiq website.
SSO/Azure Partners: The login prompt has changed from 'Login with AzureAD' to 'Sign in using SSO' to better reflect the authentication process.
🔧 Dashboard Functionalities
Configurable Access: Access to the Reports screen and the ability to generate statements within a user account is now configurable through our Support team.
Improved Feedback Mechanisms: The Dashboard now displays success and error messages more accurately. JSON output for reports now presents the full report data.
Visual and Wording Updates: Various UI elements and phrases have been refined for clarity and usability.
🛠️ Improvements and Bug Fixes
Statement Uploads: We've made several enhancements to the upload statements form as we prepare to transition partners from the Classic Dashboard.
Bug Fix in Permissions: Resolved an issue where Partners sometimes faced difficulties assigning permission sets to Members.
🆕 Identity Endpoint Enhancements
Expanded Schema: The schema for GET /identities and GET /identities/{identityID} has been expanded to include two new fields: connectionID and institutionID.
🙏 Your Feedback Matters!
We are continuously looking to improve, especially in enhancing our Statement functionality. Please keep sharing your valuable feedback!
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