May '24 - Product Updates 📅
Changelog 📝
Stay Updated 📢
New Features 🌟
Account Updated Event Released: We're excited to announce the launch of the Account Updated Event! 🚀 Stay up-to-date with the latest account changes instantly.
New Payment Details in CDR:
- We’ve introduced new paymentDetails fetching capabilities through CDR:
- BPAY Options:
- billerCode: Instantly identify your biller.
- billerName: Clearly see who you are paying.
- crn: Use Custom Reference Numbers for simplified payment tracking.
- apcaNumber is also now available for more streamlined banking transactions. 🏦💳
- BPAY Options:
Dashboard Updates: We have added 2 additional fields in the dashboard customiser: Reference name and Manage consent URL. The values of these fields will be shown in the Cancellation modal and Manage your data sharing modal. 🛠️💼 Read more details here.
![](https://files.readme.io/bcd37b1-dash.png)
Enhancements ✨
Reports for Multi Users: Generate comprehensive reports for multiple users at once. More power to team management! 📊 You can read more details here.
Expense Details Update in Dashboard: We've refined how expense details are presented on your dashboard for users of Affordability, making it easier to track your spending and manage finances efficiently. 📉
Note
This update is specific to the Affordability product, and does not apply to Insights/Reporting.
![](https://files.readme.io/207448e-ExpenseDetails.png)
Improvements 🔧
Updated Upload Statement Form on Basiq Dashboard:
To improve customer experience and minimise errors, we now require partners to select a file format before uploading a statement. This ensures compatibility and prevents uploads for unsupported institutions. 📁🔍
![](https://files.readme.io/abf8bdb-Statementupload.png)
API Updates 🌐
New Event in Production:
The connection.invalidated
event is now live in production. This event is triggered when a connection status changes from active to invalid due to user-related errors. The specific user-related errors that will trigger this event for web and OB connections are as follows:
Web Connections:
- 🛑 user-action-required.
- ❌ invalid-username-or-password.
- 🚫 invalid-connection.
- 🔒 locked-account.
- 🔐 multifactor-required.
OpenBanking Connections:
- ⏳ expired CDR arrangement - user didn’t re-authorise.
- ⚠️ any issue occurred during user re-authorisation.
We're continuously working to make our services better for you! Keep the feedback coming! 🙌