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The Flinks Dashboard includes several tools for managing and reviewing your customers’ financial data.

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Downloading statements

If you have bank-issued PDF statements enabled for your instance, you can download them directly from the Dashboard:
  1. Open a request from the Request Feed.
  2. Navigate to the account details.
  3. Click Download Statement to save the PDF.
For BMO accounts, statements are available in CSV format instead of PDF.
For more information about enabling statement retrieval, see Bank Statements.

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Refreshing data

You can manually refresh a customer’s account data from the Dashboard:
  1. Open a request from the Request Feed.
  2. Click Refresh Data.
  3. Choose the refresh period:
    • 90 days: Retrieves the last 90 days of transaction history
    • 360 days: Retrieves the last 360 days of transaction history
After clicking Refresh, the account’s financial institution may prompt a new security question (MFA). When this happens, the refresh cannot be completed from the Dashboard — you will see an in-progress status indicating the request is waiting for a security challenge response. To proceed, the MFA must be answered by the end user through Flinks Connect (iframe). For more details, see Multi-Factor Authentication (MFA).
For automatic refreshes, consider enabling Nightly Refresh on the account.

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Viewing Attributes reports

If your instance has Attributes enabled, you can view enrichment reports directly in the Dashboard:
  1. Open a request from the Request Feed.
  2. The names of your enabled Attributes reports appear on the right side of the Overview tab.
  3. Select a report to view its insights. Each report corresponds to an Attributes package enabled on your instance.
For more information about Attributes packages, see Attributes Packages.

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Assigning requests

Team members can assign requests to themselves or others from the account’s detail:
  1. Open a request from the Request Feed.
  2. Click the Take Action dropdown.
  3. Choose from the following actions:
ActionDescription
AssignAssign the request to a specific team member
Self-AssignAssign the request to yourself
UnassignRemove the current assignment from the request
ManageRe-assign the request to a different team member. Only visible when the request is already assigned to you or by you. A request can only be assigned to one person at a time
Review NeededFlag the request for review by another team member
Review CompletedMark a previously flagged request as reviewed
Once a request is assigned to a team member, a status indicator appears under Activity in the Request Feed.

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Bank Verification Invitation (BVI)

Send a bank verification link to a customer via email or SMS, allowing them to connect their account without your direct involvement. This feature is exclusive to Hosted Solution (Flinks Express) integrations.
BVI is a free optional add-on. To enable it, contact your Sales Representative or Relationship Manager.
  1. Navigate to Insights > Invites.
  2. Click Send new invite.
  3. Enter the client’s name, Loan ID (optional), and email address or phone number.
  4. Optionally, enable the Preselect Institution toggle to select a specific financial institution for the customer.
  5. Click Send.
  6. The customer receives a link to complete the bank connection flow through Flinks Connect.
You can track the status of sent invitations in the BVI tool:
StatusDescription
NewThe invitation has been created but not yet sent
SentThe invitation has been delivered
ReceivedThe customer has received the invitation
ClickedThe customer has clicked the invitation link
OpenedThe customer has opened the bank connection flow
CompletedThe customer has successfully connected their account
AuthErrorThe customer’s bank connection attempt failed authentication
ErrorAn error occurred during the invitation process