User Lookup

  • Updated

User Lookup helps your support team review individual end user actions to understand the steps they have taken to connect external institutions. Using this feature, support staff get visibility into what the user has done and where they may have run into problems. When users call needing help, your support team can quickly lookup recent connection attempts. 

User Lookup is available in Client Dashboard for users with the role of Admin. Anyone with the role of User will need to have this feature enabled by an Admin user.

To lookup a user:

  1. Log into Client Dashboard.
  2. From the menu on the left, click User lookup.
  3. On the User lookup page, type or paste a User ID into the field.
    The User ID is the user identifier (ID) assigned to the user by your system when it creates the user on the MX platform. Your support staff should have access to the user's User ID within their customer relationship management tool.
    The User ID is case sensitive and must be an exact match.
  4. Click View user details.

  5. The user details page shows User details, External connections, and a Timeline of aggregation events.

External Connections

With user lookup, you can identify the connections the user has made to bring additional financial data into their experience on the MX platform. These appear under the External connections section. Click on one to see the following details about the connection:

  • Current status
  • Last aggregation attempt
  • Last attempt status
  • Institution ID
  • First added
  • Institution URL
  • Institution code

Timeline

In the Timeline section of user lookup, see aggregation attempts as well as a list of accounts that have either been connected or where connection was attempted. For each request listed, click More details for the following information:

  • Aggregation attempt
    • Job ID
    • Timestamp
    • Last attempt status
    • Job type
      “Aggregation" is the most common job type but you may also see others such as IAV, Identity, Extended History, and more.
    • Request type
  • Institution information
    • Requested institution
    • Institution ID
    • Institution URL
    • Institution code

Three types of requests can appear in the timeline:

  • INITIAL Request: This occurs the first time an end user attempts to connect an external institution.
  • FOREGROUND Request: This occurs when an end user logs into the application. For Atrium API and Platform API implementations, after the initial request, FOREGROUND requests will only appear when specifically initiated by the API.
  • BACKGROUND Request: This occurs every 24 hours unless a FOREGROUND Request has been made

 

Was this article helpful?