Client Area - Insight
We’ve built Insight to enable our clients to find everything they need in one place. Rather than trying to find the results in the files on your servers, you can just go to the Insight website and see them immediately in a visual format. Moreover, Insight serves as a headquarters for all of your API statistics and configurations. Finally, Insight is also the home for our Data Science information.
How to register
To get an invitation to sign up in the Insight portal, after having met all the formalities, you will need to send to our sales team details about a person who should receive the admin rights. The invitation will be sent by our support team and will be valid for 24 hours.
The invitation will take you to setting up a password and a 2 factor authentication (2FA). Additionally, you will need a smartphone app like Authy for the latter. The login will be simply your email address.
As soon as you register, you will be able to invite your co-workers to the Insight portal and choose their user rights.
- Reviewing imported end-user’s data:
- Owner information
- List of accounts and transactions
- Labelling data (optional)
- Scores data (optional)
- Uploading bank statements in PDF format (optional)
- Adding users to get Insight access within your organization
- Managing users’ roles
- Viewing statistics regarding API connections and PDF imports
- Whitelisting your server IPs and generating API keys.
The Insight portal is a website available to our clients that lets them easily configure API connection, see the imported data visually including the labels, and the scoring results*. Moreover, it also allows to check the statistics regarding the imports and upload a PDF bank statement for parsing**.
You can find out more about Insight here.
*Note that labelling and scoring are an optional extension to our Banking API and is charged separately.
**Note that the PDF Parsing API is a separate product to the Banking API.
The data will appear automatically in the Insight portal after a successful import. Therefore, the only thing you have to do beforehand is to implement the Banking API*. Nevertheless, there is also an option called Zero-integration solution that doesn’t require you to implement the Banking API, but in order for it to work, you must use our widget and configure the auto import parameter in it.
*Note that if you use the Advanced API command that deletes the imported data from the server, then it will not be available through Insight.
You will get access to the Insight portal from the sales team after signing the agreement with us for one of our products.