With the new dashboard comes the concept of users, rather than assessments. A user and an assessment are ultimately one and the same - a bucket in which we can aggregate financial data - however there are some subtle differences between the two, including new features and data points you can now access via a user.
| Assessment | User |
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| An assessment in the Classic Dashboard is a way to capture all the financial details for a specific person a group of people, like a bucket of information. When creating an assessment an Assessment ID is generated to be able to identify that assessment uniquely. You can also add in a First Name and Last Name for the assessment to make it easier to identify for a human. | As user in the New Dashboard is a way to capture all the financial details for a specific person or a group of people, like a bucket of information. When creating the user a user ID is generated to be able to identify that user uniquely. It is required to input an Email and a Mobile Number for this user in the dashboard to make it easier to identify for a human. We do not do a verification of check these emails from Basiq’s side. You can also include First Name, Middle Name and Last Name for this user object. |
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- ID
- First Name
- Last Name
- Owner
- Date/Time Created
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- ID
- First Name
- Middle Name
- Last Name
- Date/Time Created
- Email Address
- Mobile Number
There is no concept of record owner with the new dashboard. Alternatively we encourage partners to use application management or permission sets in order to restrict access. |
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- First Name
- Last Name
- Owner
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- First Name
- Middle Name
- Last Name
- Email Address
- Mobile Number
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- End user can create a connection via the Basiq magic link
- End user can provide PDF statements for partners to upload
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- End user can create a connection via the Basiq magic link
- End user can provide PDF statements for partners to upload
Partners can view connection details such as:
- The date the connection to the bank was made
- The date the connection was updated via Basiq
- The job success/failure details when creating/refreshing connection (great for troubleshooting!)
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- Shortened Number
- Account Holder Name
- Account Name
- Account Type
- Institution Name
- Account Balance
- Available Funds
- Last updated
- Transaction Status
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- Full Account Number
- Account Holder Name
- Account Name
- Account Type
- Institution Name
- Institution Logo
- Account Balance
- Available Funds
- Currency Type
- Last updated
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- Posted Date
- Description
- Class
- Amount
- Direction (Credit or Debit)
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