Add Codat Connector in Digital Journeys

FintechOS Codat Connector can be used in different banking or insurance scenarios. For example, when applying for a loan, financial institutions can have access to customer's relevant information by adding this connector to a Digital Journey.

NOTE  
The Codat Connector doesn't have a FintechOS component added to it. Therefore, calling the endpoints displayed in Service Pipes, parsing and saving the data received depends on the implementation team.

The below steps reflect the main Codat Connector workflow:

  1. Initiate the banking process from your Digital Journey.
  2. Create the customer's profile on the Codat platform. The Codat Connector exposes an endpoint to create a new customer ID and returns the redirect link.
  3. The redirect link is sent to the customer to initiate the data access consent process.
  4. Request the customer's financial data (balance sheets, cash flow statements, and so on).
  5. The information is extracted and displayed in your Digital Journey.