8. Test Account Linking

Description

We have test financial institutions (FIs) that enable you to simulate the account linking workflow. These test FIs can help you develop to manage the Account Linking events, and also help you develop retrieval operations of the aggregated data.

Instructions

Leverage the following test FIs to evaluate some scenarios.

Test Financial Institutions

Each of these FIs allow you to aggregate test accounts and simulates data suited for testing different scenarios.

Multi-Factor Authentication with an In-Session Activation Code

Scenario	FI Name	Login Name	Password	Required MFA value	Comments
Account Linking + Data Collection (Positions & Historical Transactions)	Data Test 1 - 401(k) (Investment)	Any Value	Any Value		This test FI has complete positional data and historical transactional data. There are other data tests (Data Test 2, 3, 4) which can be used as well that support different account types.
Multi-Factor Authentication with an In-Session Activation Code & Authentication Failure	TechFirst Investments (Demo)	This must be a non-blank value. Must be a new string to receive a prompt for more information. We recommend using 'yourname_number'_.	A non-blank value Use 'badpassword' to cause a 1007 error	1234	Useful for testing activation code workflow. For quality positional data use Data Test 1 - 401(k) (Investment).
Multi-Factor Authentication with a Security Question and Answer	ByAllAccounts Demonstration FI #2 (SQA) (Investment)	username	Any value	Boston	Login and security answer are case sensitive. Incorrect values will cause a login error. This test FI enables you to see the multi-factor authentication (MFA) workflow and you can break it by using an incorrect username or security answer.

Scenario

FI Name

Login Name

Password

Required MFA value

Comments

Account Linking + Data Collection (Positions & Historical Transactions)

Data Test 1 - 401(k) (Investment)

Any Value

This test FI has complete positional data and historical transactional data. There are other data tests (Data Test 2, 3, 4) which can be used as well that support different account types.

Multi-Factor Authentication with an In-Session Activation Code & Authentication Failure

TechFirst Investments (Demo)

This must be a non-blank value. Must be a new string to receive a prompt for more information. We recommend using 'yourname_number'_.

A non-blank value

Use 'badpassword' to cause a 1007 error

1234

Useful for testing activation code workflow. For quality positional data use Data Test 1 - 401(k) (Investment).

Multi-Factor Authentication with a Security Question and Answer

ByAllAccounts Demonstration FI #2 (SQA) (Investment)

username

Any value

Boston

Login and security answer are case sensitive. Incorrect values will cause a login error. This test FI enables you to see the multi-factor authentication (MFA) workflow and you can break it by using an incorrect username or security answer.

Updated 17 days ago