VOA and VOI Reports - Connect Email
Prerequisites
Send Connect Email Overview
The email directed flow is best suited to situations where the lender desires to trigger a send connect email request to a customer and does not have the capabilities to send emails themselves. This is the service also used in the Finicity Reports platform. An email is sent to the customer and gives them a Connect link and they walk through the process of connecting their accounts and a report is generated at the end of the flow like a Connect Full experience would be. The customer can then be re-directed to a URL of your choice at the end of the connect flow.
Set up email white labelling via DNS
In order to send white labelled emails, you MUST configure your DNS records so that our service can send emails on your behalf. Subdomains are supported. You must set the following DNS entries:
| TYPE | HOST | DATA |
| CNAME | s1._domainkey.{{MY-DOMAIN}} | s1.domainkey.u5028633.wl134.sendgrid.net |
| CNAME | s2._domainkey.{{MY-DOMAIN}} | s2.domainkey.u5028633.wl134.sendgrid.net |
| CNAME | email-connect.{{MY-DOMAIN}} | u5028633.wl134.sendgrid.net |
| TXT | TXT {{MY-DOMAIN}} | finicity_partner_id:{{MY-DOMAIN}} |
In addition, please contact your account manager for whitelisting as part of the DNS setup.
Send Connect Email Request (Backend)
You are now ready to initiate sending an email to the consumer. The email will have a Finicity Connect link that 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 lending industry use case you would call the specific type of report that you are wanting to generate for the customer, for example “voa” or “voi”. This will give the customer a list of financial management certified connections to choose from for that report type.
(Optional) Configure Developer Console
Several of the fields in the request can be preset in your Finicity Developer console. To set these values, log in to Finicity. From the dashboard, click on “App Detail” for your desired application. You will see several fields such as “Name”, “Support Phone”, etcetera. Click on the “edit” button in the top right to bring up the edit page. On that page you can change the fields to their desired values and then click “Update Application”.
Once these values are configured, you can still override them on a per request basis.