17th January 2024

Add Account Information Modal with account name matching

Account Information Modal

Previously, details about an applicant, including name and connected accounts, were only visible on the right hand column of the transactions page. With this release, we have introduced a new Account Information Modal that can be accessed by clicking on the applicant's name at the top of the navigation bar on the left of the page. This modal displays the applicant's name, ID, first connection date and a list of connected accounts. You can also invite the applicant to connect more accounts by clicking the 'Copy Invite link' button.

Connected Accounts

The accounts section of the modal displays a list of all accounts that the applicant has connected. The details you can see for each account include;

• Bank name
• Account type
• Connection expiry date
• Account ownership type
• Account number
• Sort code (if available)
• Account name
  • This can be either the 'full legal name' or, in its absence the 'name' if parties data is provided by the banks.
• Account name match score
  • This score aims to provide an indication of how closely the account name provided by the bank matches the applicant's name and is displayed as a percentage. The higher the percentage, the closer the match. If parties data is not available, no score will be provided.