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Embedder Portal now displays the Linked Account consent information

· One min read

We have updated the linked accountsLinked AccountAn entity in the Weavr system that represents an external bank account or payment service provider (PSP) account that a customer has verified they own and control. This feature enables users to perform transactions, such as outgoing and incoming wire transfers, between their Linked Accounts and their Managed Accounts as 'self-to-self' transfers. screen in the embedder portalEmbedder PortalA web-based portal where embedders manage their Weavr account: browse customers and instruments, configure programmes, find API credentials and profile IDs, run Sandbox simulations, and inspect webhook deliveries. Sandbox and Live are separate, with their own credentials and data. to provide you with more information about your buyersBuyerA business entity in the Payment Run solution that can be provided with financial services to perform embedded payment runs. Buyers are onboarded through a KYB process and can create payment runs to pay their suppliers. They have roles such as Admin, Controller, and Creator. linked accountsLinked AccountAn entity in the Weavr system that represents an external bank account or payment service provider (PSP) account that a customer has verified they own and control. This feature enables users to perform transactions, such as outgoing and incoming wire transfers, between their Linked Accounts and their Managed Accounts as 'self-to-self' transfers..

Effective:

  • 01 July 2024 on Sandbox
  • 09 July 2024 on Live

When logging in to you embedder portalEmbedder PortalA web-based portal where embedders manage their Weavr account: browse customers and instruments, configure programmes, find API credentials and profile IDs, run Sandbox simulations, and inspect webhook deliveries. Sandbox and Live are separate, with their own credentials and data., and you select a BuyerBuyerA business entity in the Payment Run solution that can be provided with financial services to perform embedded payment runs. Buyers are onboarded through a KYB process and can create payment runs to pay their suppliers. They have roles such as Admin, Controller, and Creator. > Linked Bank Accounts you'll see two new columns displaying the 'Status' and the 'Consent expiries in'.

  • The 'Status' will display the status of the linked bank account, Linked or Unlinked.
  • The 'Consent expires in' will display the days left until the buyerBuyerA business entity in the Payment Run solution that can be provided with financial services to perform embedded payment runs. Buyers are onboarded through a KYB process and can create payment runs to pay their suppliers. They have roles such as Admin, Controller, and Creator. is required to re-consent the linked accountLinked AccountAn entity in the Weavr system that represents an external bank account or payment service provider (PSP) account that a customer has verified they own and control. This feature enables users to perform transactions, such as outgoing and incoming wire transfers, between their Linked Accounts and their Managed Accounts as 'self-to-self' transfers. before it expires.

The consent information can be also retrieved from the get linked accounts or get linked account endpoints.

You can find more information about linked accounts and consents in our docs.