About this workflow

By default, the Flinks Wealth product generates a new loginId each time an account is connected. A loginId is a unique identifier that’s linked to a particular customer. The Wealth Reconnect Flow saves the original loginId that’s generated the first time a customer connects their account and links it to all future reconnections.

Build this flow into your Wealth integration if your business model requires you to:

• Track your customer’s investments or expenses over time;
• Track multiple accounts from the same customer;
• Manage a digital wallet; and more.

❗️

If your business case is listed above, this is mandatory

If you do not integrate the Wealth Reconnect Flow by completing all of the steps below, your business case and billing process will be impacted.

Requirements

• If the requestid parameter is not included in the URL, a new loginId is generated and your business case will not be successful.
• You must meet the following success criteria:
  • The customer must have connected their account before
  • The requestId in the iframe URL must be tied to a successful request
  • You’ve added the new parameter to the iframe URL within four weeks of when the account was first connected

Set it up

Complete the following steps to enable the Wealth Reconnect Flow into your integration.

1. Implement a Nightly Refresh on all new accounts by adding the parameter scheduleRefresh=true to the Flinks Connect iframe URL. It will look similar to the following:
   https://{{instance}}-iframe.private.fin.ag/v2/?scheduleRefresh=true.
2. Set up your integration to prompt the end user to complete a manual refresh if a Nightly Refresh fails. If a card does not meet the Nightly Refresh Eligibility Criteria for an automatic refresh, the end user must reconnect their card using the iframe below:
   https://{{instance}}-api.private.fin.ag/v3/{{customerId}}/investments/reconnect?requestId={{requestId}}