What the Request Feed shows
Each entry in the Request Feed displays:| Field | Description |
|---|---|
| Name | The full legal name of the individual or business entity associated with the request |
| Status | The current state of the request (see status types below) |
| Institution | The financial institution the customer connected to |
| Request ID | The unique session identifier |
| Login ID | The permanent account connection identifier |
| Activity | Manage and delegate requests to users |
| Timestamp | When the request was initiated |
| The contact email address associated with the individual or business entity | |
| Address | The registered or primary address on file for the individual or business entity |
| Tag | Custom tag if provided via the Tag parameter in the iframe URL |
Status types
| Status | Description |
|---|---|
| Completed | The request finished successfully and data is available |
| In Progress | The request is currently being processed |
| Error | The request encountered an error during processing |
| Answering Security Challenge | The customer is responding to an MFA prompt |
| Partially Completed | Account summary completed; details still processing |
| Operation Pending | Data extraction is ongoing in the background |
Filtering requests
You can narrow down the Request Feed using the following filters:- Date range: Filter by when requests were created
- Financial institution: Show requests for a specific bank or financial institution
- Connection type: Filter by Banking or Investments
- Activity: Filter by user activity, completed, assigned, unassigned, or need review
- Status: Show only completed, in-progress, error or all requests
Viewing account details
To view the details of a specific request:- Click on a request row in the feed.
- The detail view shows the customer’s account information, including:
- KYC data (name, address, email, phone)
- Account balances and types
- Transaction history
- Any warnings or errors encountered