Code Changes & Developer Documentation

  • Updated

In order to migrate to Open Banking or OAuth you may be required to offer developer support depending on the product you use. 

Select the product you use below for more information on changes and requirements for set up.  

Nexus API
Complete the steps below to set up a successful connection. 
Step 1: Developer Docs
Share the following developer guide with your developer team. The guides will introduce them to what they need to know to implement OAuth, including an creating an OAuth member, generating an OAuth URI from the member, sending the user to the URI and getting the user back to their app.
Step 2: Test Against MX Bank 
After making code changes, it is not possible to test against live production financial institutions. Integration testing is possible through MX Bank. You will find instructions on how to test against MX bank in the developer docs.

Step 3: Register Your Company with OAuth Connections MX provides 

Manage your institutions OAuth information. This information is used to register your company with all OAuth connections MX provides.
To register your company: 
Email your Client Success Consultant the following information to register: 
Display Name of App/Company
100x100 logo
Address
Phone #
Support Email
Main URL
App description

Note * 
Only Display name and logo will be presented to the User.


Step 4: Activation
Once you have completed the three steps above, reach out to your Client Success Consultant to let them know you have completed set up or submit a ticket to support. MX will turn on the OAuth functionality for all supported OAuth connections for your customers. This means, rather than your customers having to authenticate with username and password in MX like they previously have experienced, going forward if an institution has set up OAuth, they will be redirected to their institution to authenticate. To learn more about the new user experience, click here. 

Once you have completed all of the steps in the developer guide and tested against MX Bank, your OAuth integration is complete. 



Atrium API
Complete the steps below to set up a successful connection. 
Step 1: Developer Docs
Share the following developer guide with your developer team. The guides will introduce them to what they need to know to implement OAuth, including an creating an OAuth member, generating an OAuth URI from the member, sending the user to the URI and getting the user back to their app.
Step 2: Test Against MX Bank 
After making code changes, it is not possible to test against live production financial institutions. Integration testing is possible through MX Bank. You will find instructions on how to test against MX bank in the developer docs. 

Step 3: Register Your Company with OAuth Connections MX provides 

Manage your institutions OAuth information. This information is used to register your company with all OAuth connections MX provides.
To register your company: 
Navigate to the Client Dashboard > Click the drop down in the upper right > Select "Company Settings" > Enter in the requested information ie App Name, Description, Company Website and more. 

Note *Only the app name and logo will be displayed to the end user. 
mceclip0.png


Step 4: Activation
Once you have completed the three steps above, reach out to your Client Success Consultant to let them know you have completed set up or submit a ticket to support. MX will turn on the OAuth functionality for all supported OAuth connections for your customers. This means, rather than your customers having to authenticate with username and password in MX like they previously have experienced, going forward if an institution has set up OAuth, they will be redirected to their institution to authenticate. To learn more about the new user experience, click here. 

Once you have completed all of the steps in the developer guide and tested against MX Bank, your OAuth integration is complete. 

Connect Widget in Native App
Complete the steps below to set up a successful connection. 
Step 1: Developer Docs
Share the following guide with your developer team:
Atrium Customer Guide
Nexus Customer Guide

The guides will introduce them to what they need to know to implement OAuth, including an creating an OAuth member, generating an OAuth URI from the member, sending the user to the URI and getting the user back to their app
Step 2: Test Against MX Bank 
After making code changes, it is not possible to test against live production financial institutions. Integration testing is possible through MX Bank. You will find instructions on how to test against MX bank in the developer docs. 

Step 3: Register Your Company with OAuth Connections MX provides 

Manage your institutions OAuth information. This information is used to register your company with all OAuth connections MX provides.
To register your company: 
Navigate to the Client Dashboard > Click the drop down in the upper right > Select "Company Settings" > Enter in the requested information ie App Name, Description, Company Website and more.  

Note *Only the app name and logo will be displayed to the end user. 
mceclip0.png


Step 4: Activation
Once you have completed the three steps above, reach out to your Client Success Consultant to let them know you have completed set up or submit a ticket to support. MX will turn on the OAuth functionality for all supported OAuth connections for your customers. This means, rather than your customers having to authenticate with username and password in MX like they previously have experienced, going forward if an institution has set up OAuth, they will be redirected to their institution to authenticate. To learn more about the new user experience, click here. 

Connect Widget in a Browser

Clients utilizing the Connect widget in a desktop or mobile browser should not have to make any additional implementation changes.

Helios

Clients utilizing Helios should not have to make any additional implementation changes. Helios version 2.55 or higher is required. To find out what Helios version you are on, reach out to your Client Success Consultant (CSC).

Once you have completed all of the steps in the developer guide and tested against MX Bank, your OAuth integration is complete. 

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