OpenFinance On-Boarding Process

1.0 Do you currently have this Bank XYZ?

1.0.1 I would like to add a few accounts for BANK ABC

1.6 The End User contacts their XYZ Bank Relationship Manager to request that their account data get sent to OpenFinance

1.8 The End User requests the form/s that are required to get their account sent to OF

1.10 End User signs the form and complete the required process and send the physical document to XYZ Bank RM

1.0.4 For additional accounts - 1.8 The End User requests the form/s that are required to get their account sent to OF

1.7 The XYZ Bank Relationship Manager defines the process and required forms to make this request to satisfy their customer.

1.9 RM sends permission form to the End User and the procedures to complete this task.

1.11 RM receives signed form.

1.12.1 RM notifies the Bank Data Delivery Group to place the account data into a feed for OF

1.12.2 Bank Data Delivery Group places account/s in current feed

1.3.4 Specification and test data to OpenFinance

1.3 Check for bank: OF has the feed/Content Adaptor. OF requests additional information. Bank name, address, sector info like Wealth, Institutional, Retail, or other and an example of the account number.

1.3.0 Account/s get set up in OF Client Profiler waiting for Bank Data Delivery Group send of the data requested,

1.3.1 OF does not have the feed.....Does the OF Client want OpenFinance to build this feed (and at what price) ?

1.3.2 Analysis, code and test the Content Adaptor for Bank TYT

1.3.3 Release to OF Client for testing and use

1.3.4 Add the Content Adaptor Library

1.0.3 Add the account to the client profiler and await the data from BANK ABC

1.0.2 Log request .......My end user would like to add a few account for BANK ABC