Enrolling onto the Open Banking Directory How To Guide
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1 Enrlling nt the Open Banking Directry Hw T Guide Date: Octber 2017 Versin: v3.0 Classificatin: PUBLIC OPEN BANKING LIMITED ENROLLING ONTO THE OPEN BANKING DIRECTORY Page 1 f 14
2 Cntents 1. Intrductin 3 2. Getting Started Checklist 4 3. Signing up t access Open Banking fr the first time 6 4. Cmpleting the Open Banking Enrlment Frm 10 OPEN BANKING LIMITED ENROLLING ONTO THE OPEN BANKING DIRECTORY Page 2 f 14
3 1. Intrductin Overview Open Banking enables Accunt Servicing Payment Service Prviders (hereinafter referred t as ASPSPs) including banks and building scieties, t allw their persnal and small business custmers t share their accunt data securely with Third Party Prviders (TPPs). This enables thse third parties t prvide custmers with services related t accunt infrmatin such as prduct cmparisn r payment initiatin using the accunt and prduct infrmatin made available t them. T facilitate this, Open Banking Limited wns and maintains the Directry f Open Banking Participants (als referred t as the Directry), which prvides a whitelist f participants wh are able t perate in the Open Banking Ecsystem. The prcess f requesting t jin the Open Banking Directry is knwn as enrlment and this dcument prvides a hw t guide fr a ptential participant t: Sign nt Open Banking fr the first time. Submit the Open Banking Enrlment Frm. Open Banking Directry The Open Banking Directry is the key architectural cmpnent that enables TPPs t enrl with Open Banking and participate in payment initiatin and accunt infrmatin transactins thrugh APIs with ASPSPs. At its cre the Directry is an identity and access management service prviding identity infrmatin supprting natural persns, entities and sftware identity classes. The Open Banking Directry will prvide the necessary functinal capabilities required fr TPPs that have been registered / btained authrisatin with their cmpetent authrity t enable them t identify and t facilitate n-barding with ASPSPs s that they can use the APIs prvided by the ASPSPs. The functinal capabilities can be brken up bradly int three capability grups: Manage Identities and Access: The ability t issue and manage identity recrds fr rganisatins and natural persns that interact with the Open Banking Directry. Manage Certificates: The ability t issue, manage and revke digital certificates. Manage Directry Infrmatin: The ability t update and find infrmatin maintained in the Directry, either thrugh APIs and / r a UI delivered as a web applicatin. OPEN BANKING LIMITED ENROLLING ONTO THE OPEN BANKING DIRECTORY Page 3 f 14
4 2. Getting Started Checklist Befre yu begin, it is highly recmmended t g thrugh this sectin first t ensure that yu have all the relevant details t hand. Signing up t access Open Banking fr the first time Identify the individual in yur entity that will be signing nt Open Banking and submitting the Open Banking Enrlment Frm. This individual must have the authrity t agree t the declaratin n behalf f yur cmpany. This includes being authrised t make the applicatin n behalf f the entity and any ther individuals named n the frm. Ideally, this individual shuld be the persn wh will be the Primary Business Cntact (PBC). This will be the main and frmal pint f cntact with Open Banking. This persn shuld be a senir member f staff respnsible fr systems and cntrls related t Open Banking. Fr the individual s address: This shuld be a business . It must be an individual address (nt grup mailbx) as it will be the username fr authenticatin n the Open Banking Directry. The individual will need t have access t the during the sign up prcess. Fr the individual s mbile phne: This shuld be the individual's mbile number which will be needed fr authenticatin n the Open Banking Directry. The mbile shuld be running either the Andrid r the Apple perating system. The individual will need t have access t their mbile phne (which will need t have gd signal) during the sign up prcess. They will als need t be able t install the PingID app n their phne. Submitting the Open Banking Enrlment Frm Yur entity details Have these particular details t hand: The name f yur entity. The Legal Entity Identifier number (if knwn). The Cmpany Registratin Number (if yur entity is legally registered as a cmpany). The registered address f yur entity as displayed n the Cmpany Register f yur cuntry (nt yur principal place f business, if different). OPEN BANKING LIMITED ENROLLING ONTO THE OPEN BANKING DIRECTORY Page 4 f 14
5 Yur Cmpetent Authrity authrisatin / registratin details This sectin is nly mandatry if yur entity is already authrised / registered by yur Cmpetent Authrity r if yur cmpany has applied fr authrisatin / registratin. Participatin is subject t btaining the necessary regulatry permissins and their reflectin n yur Cmpetent Authrity Register. Fr example, in the UK, the Cmpetent Authrity wuld be the Financial Cnduct Authrity. Have these particular details t hand: The name and the cuntry f the Cmpetent Authrity that regulates yur entity. The unique reference number prvided t yur legal entity by the relevant Cmpetent Authrity, if given. The web page link (URL) t the page n the Cmpetent Authrity register where yur entity s regulatry status and permissins are visible if yur entity is already authrised / registered by the relevant Cmpetent Authrity. Yur cntacts fr the Open Banking Directry This sectin is mandatry and yu will need t prvide named individuals fr bth f these rles: Primary Business Cntact (PBC): If the individual wh is submitting the Open Banking Enrlment Frm will nt be fulfilling this rle then identify the individual in yur cmpany wh will be the PBC. The Primary Business Cntact will be the main and frmal pint f cntact with Open Banking. This persn shuld be a senir member f staff respnsible fr systems and cntrls related t Open Banking. Primary Technical Cntact (PTC): If the individual wh is submitting the Open Banking Enrlment Frm will nt be fulfilling this rle then identify the individual in yur cmpany wh will be the PTC. The Primary Technical Cntact will be the main pint f cntact n technical cnfiguratin. This shuld be a senir member f staff with respnsibility fr the management f the Open Banking digital identity. Getting help If yu have any further questins r require assistance with enrlling nt Open Banking please cntact us via servicedesk@penbanking.rg.uk OPEN BANKING LIMITED ENROLLING ONTO THE OPEN BANKING DIRECTORY Page 5 f 14
6 3. Signing up t access Open Banking fr the first time This sectin walks thrugh the prcess f signing up t access Open Banking. This step is necessary befre yu can cmplete and submit the Open Banking Enrlment Frm. Befre beginning, it is recmmended that: Yu have gne thrugh the checklist in Sectin 2. Yu are using a mdern brwser n yur desktp nt n a tablet r a mbile device fr the best experience. Step 1: Opening the Open Banking Sign Up Frm Open yur brwser and navigate t this page n the Open Banking website: Click n the Access The Directry buttn. This will then display the Open Banking Directry hme page. On the Open Banking Directry hme page, click n the Sign Up buttn. This will display the Sign Up Frm which yu will need t cmplete befre yu can submit an Open Banking Enrlment Frm. OPEN BANKING LIMITED ENROLLING ONTO THE OPEN BANKING DIRECTORY Page 6 f 14
7 Step 2: Cmpleting the Open Banking Sign Up Frm Figure 1.1 Open Banking Sign Up Frm All fields are mandatry and must be cmpleted. Fr the First Name and Last Name fields: Please refer t Sectin 2.1 fr recmmendatins abut wh shuld be cmpleting this frm. Fr the Address field: This shuld be yur business . It must be yur address (nt grup mailbx) as it will be yur username fr authenticatin n the Open Banking Directry. Yu will need t have access t yur during the sign up prcess. Fr the Mbile Phne Number field: This shuld be yur mbile number, which will be needed fr authenticatin n the Open Banking Directry. Yur mbile shuld be running either the Andrid r the Apple perating system. Yur mbile phne number will need t be entered in the crrect frmat withut the leading zer and withut any spaces. Fr example, in the UK this shuld be entered as: Yu will need t have access t yur mbile phne (which will need t have gd signal) during the sign up prcess. OPEN BANKING LIMITED ENROLLING ONTO THE OPEN BANKING DIRECTORY Page 7 f 14
8 Yu will need t have permissins t be able t install the PingID app which Open Banking uses fr identity and access management (including 2-factr authenticatin). Click n the Cntinue buttn. This will then display the next page asking yu t set yur passwrd befre lgging in. OPEN BANKING LIMITED ENROLLING ONTO THE OPEN BANKING DIRECTORY Page 8 f 14
9 Step 3: Setting up yur passwrd and lgging in Figure 1.2 Setting Yur Passwrd Page Under Step 1: Set Passwrd, click n the Set Accunt Passwrd buttn. Then fllw the sequence f instructins in yur brwser t set yur passwrd. Once cmpleted, this will take yu back t Figure 1.2. Then under Step 2: Lgin, fill in yur address and the passwrd that yu set in Step 1. Then fllw the sequence f instructins in bth yur brwser and yur mbile phne t install the PingID app n yur mbile phne and pair it with yur Open Banking user accunt. Once cmpleted, this will take yu t the Open Banking Directry hme page. Please turn verleaf t Sectin 4 f this dcument t cntinue the enrlment prcess. OPEN BANKING LIMITED ENROLLING ONTO THE OPEN BANKING DIRECTORY Page 9 f 14
10 4. Cmpleting the Open Banking Enrlment Frm This sectin walks thrugh the prcess f cmpleting and submitting the Open Banking Enrlment Frm. This sectin assumes that yu have successfully cmpleted the steps utlined in Sectin 3. Befre beginning, it is recmmended that: Yu have gne thrugh the checklists in Sectin 2. Yu are using a mdern brwser n yur desktp nt n a tablet r a mbile device fr the best experience. Step 1: Opening the Open Banking Enrlment Frm Figure 2.1 Open Banking Directry Hme Page On the Open Banking Directry hme page, click n the Enrlment Frm buttn. This will then display the Open Banking Enrlment Frm. Cmplete all mandatry fields (which are marked by an asterisk). OPEN BANKING LIMITED ENROLLING ONTO THE OPEN BANKING DIRECTORY Page 10 f 14
11 Step 2: Prviding details f yur entity Figure 2.2 Open Banking Enrlment Frm Entity Details fields Fr the Legal Entity Name field: This needs t be identical t what yu specified when: Obtaining a Legal Entity Identifier number Registering with a Cmpany Register. Applying fr authrisatin / registratin with a Cmpetent Authrity. Fr the Details f Registratin field: This field shuld nly be cmpleted if yur entity des nt have a Legal Entity Identifier number r a Cmpany Registratin Number. It is recmmended that yu prvide as much detail as yu can in rder t minimise any delays in prcessing yur enrlment request. OPEN BANKING LIMITED ENROLLING ONTO THE OPEN BANKING DIRECTORY Page 11 f 14
12 Fr the Registered Address fields: If a Cmpany Registratin Number has been prvided, this shuld be the same address that is recrded n the Cmpany Register f yur cuntry f registratin. Step 3: Prviding details f yur Cmpetent Authrity authrisatin / registratin Figure 2.3 Open Banking Enrlment Frm Cmpetent Authrity fields Fr the Cmpetent Authrity Cuntry field and Cmpetent Authrity field: Yu must cmplete this field if yur entity either has authrisatin / registratin fr all selected rles r has applied fr authrisatin / registratin fr the selected rles. Fr the Cmpetent Authrity Authrisatin / Registratin Number field: Yu must cmplete this field if yur entity has authrisatin / registratin fr all selected rles. Fr the URL f the Cmpetent Authrity Register page shwing the entity field?: Althugh this field is ptinal, it will assist yur enrlment if yu can prvide the specific web link t the page n the Cmpetent Authrity register where yur entity s regulatry permissins are visible. Fr the Open Banking Rles sliders: Yu must select at least ne rle t enrl fr and yu can select mre than rle (if required). OPEN BANKING LIMITED ENROLLING ONTO THE OPEN BANKING DIRECTORY Page 12 f 14
13 Step 4: Prviding details f yur cntacts Figure 2.4 Open Banking Enrlment Frm Cntacts fields The individual(s) selected fr the Primary Business Cntact and the Primary Technical Cntact will, after submissin f the Open Banking Enrlment Frm, need t verify their identity as well as t prve that they are a respnsible persn acting n behalf f the entity. Instructins fr underging these checks will be sent after yu have submitted the Open Banking Enrlment Frm. Fr the field fr either the Primary Business Cntact r Primary Technical Cntact: This shuld be their business . It must be an individual address (nt grup mailbx) as it will be their username fr authenticatin n the Open Banking Directry. Fr the Mbile Phne field fr either the Primary Business Cntact r Primary Technical Cntact: This shuld be the individual's mbile number, which will be needed fr authenticatin n the Open Banking Directry. The mbile shuld be running either the Andrid r the Apple perating system. Their mbile phne number will need t be entered in the crrect frmat withut the leading zer and withut any spaces. Fr example, in the UK this shuld be entered as: OPEN BANKING LIMITED ENROLLING ONTO THE OPEN BANKING DIRECTORY Page 13 f 14
14 Step 5: Submitting the Open Banking Enrlment Frm Read thrugh the declaratin and, if yu agree, click n the Agree T Declaratin slider s that it says Yes. Click n the Submit Request buttn. This will then display a page cnfirming that yur enrlment request has been received and will be prcessed. Yu will receive an cnfirming that yur enrlment request has been received and advising the reference number fr yur request. On receipt f yur frm, Open Banking will begin prcessing yur request and will be in tuch shrtly t prgress yur request. Further Questins If yu have any further questins abut yur enrlment request then please cntact Open Banking n any f these channels: By replying t the cnfirming that yur enrlment request has been received. By servicedesk@penbanking.rg.uk OPEN BANKING LIMITED ENROLLING ONTO THE OPEN BANKING DIRECTORY Page 14 f 14
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