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

What is it?

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.

Fields included

  • ID
  • First Name
  • Last Name
  • Owner
  • Date/Time Created
  • 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.

Editable fields

  • First Name
  • Last Name
  • Owner
  • First Name
  • Middle Name
  • Last Name
  • Email Address
  • Mobile Number

Connections

  • End user can create a connection via the Basiq magic link
  • End user can provide PDF statements for partners to upload
  • 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!)

Accounts

  • Shortened Number
  • Account Holder Name
  • Account Name
  • Account Type
  • Institution Name
  • Account Balance
  • Available Funds
  • Last updated
  • Transaction Status
  • Full Account Number
  • Account Holder Name
  • Account Name
  • Account Type
  • Institution Name
  • Institution Logo
  • Account Balance
  • Available Funds
  • Currency Type
  • Last updated

Transactions

  • Posted Date
  • Description
  • Class
  • Amount
  • Direction (Credit or Debit)