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.

Selecting the Test FIs

Selecting the Test FIs

Multi-Factor Authentication with an In-Session Activation Code

Multi-Factor Authentication with an In-Session Activation Code

ScenarioFI NameLogin NamePasswordRequired MFA valueComments
Account Linking + Data Collection (Positions & Historical Transactions)Data Test 1 - 401(k) (Investment)Any ValueAny ValueThis 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 FailureTechFirst 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
1234Useful for testing activation code workflow. For quality positional data use Data Test 1 - 401(k) (Investment).
Multi-Factor Authentication with a Security Question and AnswerByAllAccounts Demonstration FI #2 (SQA) (Investment)usernameAny valueBostonLogin 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.