Account Data with Connect Lite
Guide Specific To The Financial Management Industry. There are additional guides you should read prior to going through this guide.
Finicity Connect is an embeddable HTML application that makes it easy for financial applications to integrate with Finicity’s suite of API’s. Applications will use Finicity Connect to allow their customers to connect their financial accounts. After the accounts are connected the application can retrieve the account financial data for their customers to provide them the required service.
Finicity Connect allows a consumer to sign into their financial institution (FI) and permission Finicity to gather data from their accounts. Finicity completely hosts Finicity Connect. This assures the partner does not have exposure to consumer credentials and authentication information.
Finicity Connect is also required for financial institutions that are secured through OAuth. Connect manages the instructions and proper redirection to the financial institution website. For more details on OAuth connections see our OAuth Connections Guide.
Finicity Connect can be integrated into your application in two different ways:
A Redirected URL
Directly Embedded Into the Application
This guide will describe in detail how to use Finicity Connect, how to integrate it into your application, how to manage and receive Finicity Connect events, and how to manage and receive report generation events.
First step in connecting a customer is creating a customer record in the Finicity API. A Finicity “customer record” represents your customer and is the parent record for all other financial data such as account data and transaction data.
Get Fincity Connect Link
The next step is generating a Finicity Connect link. This link is specific to the customer, and is used to permission access to the FI and add accounts. The finicity connect link is called for a specific flow or use case (called a Connect “type”). For the financial management industry use case you would call for the type “aggregation”. This will give the customer a list of financial management certified connections to choose from.
Integrate Finicity Connect URL Into Your Application – Web
Having received the Connect URL, you can integrate the Finicity Connect experience into your application. For the web application experience, you can choose to redirect to a new page, or use the SDK to embed it into your application, following the instructions in the links below.
Integrate Finicity Connect URL Into Your Application – Mobile
For mobile integration, please follow these instructions on how to integrate it into your mobile app.
Connect Webhook Events
We know that while your customer is in the Finicity Connect flow, it is important to understand what they are doing and what their experience is like. To facilitate this we have provided web hook events that will be sent to the webhook URL you pass in the Generate Connect API call. For a detailed guide of the webhook events you will receive, see the webhooks details link below.
Utilizing Connect Route Events
In addition to Webhooks events we also provide route events that you can use to receive more immediate updates on application behavior, directly in the browser. Instructions on how to utilize those can be found here.
Utilizing Analytics Systems For Connect
We support passing google or adobe analytics data into the calls as well for tracking. See the article for more details.