Groov API

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Learn how to set your brands look & feel which your customers will see when you invite them to provide consent/authorisation for their external accounts.

Connect setup

In order to allow your customers to provide authorisation for us to access their payment/external Partner account information, your customers have to go through our CONNECT module. We have allowed you ability to set your brands look and feel as well as given you the ability to set custom/bespoke  narratives to guide through your customers in the consent journey having that digital conversation with them citing the benefits of connecting their accounts and sharing the data with your institution via Groov.

A brief description of the module is as follows:


a. Consent & Authorise: The service handles the authorisation technicalities/setup and manages the OAuth connections and consent management flows. It requires authorisation from the customer sharing their data to establish a connection to the their external account data source, before data can be pulled. Institutions have the following options for the user experience their customers will follow to authorise the sharing of their account data.
In order for you to setup the details, you can use the 'Edit' option in product connections page or navigate via Settings and Edit option. The former option will look something similar to the following:

  

What needs to be setup

Please use this section to provide bespoke/custom narratives that will appear in your white-labeled consent CONNECT flow to explain to your customer what data you plan to collect and what value you will provide via your offerings. There are information fields to provide narratives for both an unhappy retry and a deny flow if the customer ever happens to land on one. 
As a default we will provide you with some placeholder narrative that you can use as examples to amend and provide your version of the narratives. Or if you are happy with the placeholders, you can leave them as is.

  • Appearance/Brand

You can use this section to set your brand logo, colour themes to give the connect HOSTED consent flow pages your institution applications look and feel. There is a Preview iframe that lets you interactively test your brand settings as you configure.


                  


Once the changes are made, remember to Save the changes. 

You can always revisit these sections on your Portal account and make as many changes as you want till you get the narratives drafted to your satisfaction. You can view your changes in the actual test consent flow when you setup a test connection as explained in the next section


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