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Management of Linked Accounts v1.3

Management of Linked Accounts v1.3

 

Version

Changes

Date Updated

Version

Changes

Date Updated

v1.3

  1. Added Consent Purpose for each consent record.

  2. Added a History section to show past consents.

  3. Added a Consent Management Dashboard view for if the participant is both a DC and a DP.

  4. Added a placeholder for the Open Finance Trustmark.

  5. Published UIUX Guidelines v1.3

Dec 19, 2025

v1.2.1

First publication

 

 

What is Managing Linked Accounts?

This allows users to view, monitor, and revoke access to previously linked financial accounts — ensuring transparency and control of their shared data.​

 

Where can users manage their linked accounts?

Users may access their linked accounts from the Settings / Profile page in both the

  • Data Consumer (DC) and

  • Data Provider (DP)

 

Please refer to the UIUX Guidelines for the detailed flow:

UIUX Guidelines

What can be managed for the Linked Accounts?

 

Reference

Description

 

Reference

Description

1

image-20251219-060049.png
DC View
image-20251219-060105.png
DP View
image-20251219-060224.png
Both DC & DP View

View the list of linked accounts (from both the DC and DP Apps)

  • List of Active Consents

  • List of Past Consents (History)

  • Consent Component

    • DP / DC name

    • DP / DC logo

    • Consent Purpose

    • Consent Validity Period

    • Consent Status - Active, Suspended, Expired, Revoked, Failed

2

image-20251219-060447.png
DC View
image-20251219-060553.png
DP View

 

View the details of each linked account (from both the DC and DP Apps)

  • DP or DC name

  • Consent Status - Active, Suspended, Expired, Revoked, Failed

  • List of DP accounts shared

  • List of information shared

  • Consent Purpose

  • Consent Validity Period

3

image-20251219-060926.png

 

Ability to cancel data sharing (from both the DC and DP Apps)

  • Data access can be revoked from either the DP / DC platform.

  • Once confirmed, data sharing access will be revoked immediately and the DC will no longer have further access to the data from the DP.

4

image-20251219-061044.png

 

Ability to renew revoked / expired linked accounts (from the DC App)

  • Renewing data sharing can be triggered from the DC app for the Expired or Revoked DP accounts.

What is Managing Linked Accounts?

This allows users to view, monitor, and revoke access to previously linked financial accounts — ensuring transparency and control of their shared data.​

 

Where can users manage their linked accounts?

Users may access their linked accounts from the Settings / Profile page in both the

  • Data Consumer (DC) and

  • Data Provider (DP)

What can be managed for the Linked Accounts?

 

Reference

Description

 

Reference

Description

1

image-20250709-020454.png

View the list of linked accounts

  • List of linked accounts

    • Data sharing from DP; and

    • Data shared to DC

  • Validity period for the data access

  • Sharing Status - Active, Expired, Revoked, Suspended

2

image-20250630-084811.png

View the details of each linked account

  • DP or DC name

  • Sharing Status - Active, Expired, Revoked, Suspended

  • List of DP accounts shared

  • List of information shared

  • What the data will be used for

  • Validity period for the data access

3

Slide2.png
Slide 1.png

Ability to cancel data sharing

  • Data sharing can be cancelled from the DP / DC platform.

  • Once confirmed, data sharing will be cancelled immediately and the DC will no longer have access to the data from the DP.

4

Slide 3.png

Ability to renew revoked / expired linked accounts

  • Renewing data sharing can be triggered from the DC app for the Expired or Revoked DP accounts.

 

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