Managing Your Access To The Open Banking Directory How To Guide

Transcription

1 Managing Yur Access T The Open Banking Directry Hw T Guide Date: June 2018 Versin: v2.0 Classificatin: PUBLIC OPEN BANKING LIMITED 2018 Page 1 f 32

2 Cntents 1. Intrductin 3 2. Signing Up 4 3. Lgging In Yur Passphrase Changing Yur Lgin Details / Passphrase Further Questins 32 OPEN BANKING LIMITED 2018 Page 2 f 32

3 1. Intrductin Overview This purpse f this guide is t help individuals manage their access n the Open Banking Directry. The guide is structured int these sectins: Signing Up: Hw t sign up fr the first time as a new user fllwing a successful submissin f an enrlment request r an add individual request. Lgging In: Hw t lg int the Open Banking Directry Hw t reslve cmmn issues with lgging in. Yur Passphrase: Hw t set up yur passphrase fr the first time. Changing Yur Lgin Details / Passphrase: Hw t change yur address, yur passwrd, yur PingID app n yur mbile phne, and yur passphrase. OPEN BANKING LIMITED 2018 Page 3 f 32

4 2. Signing Up Fr users wh are new t the Open Banking Directry, yu are required t sign up t gain access. Signing up will be dne in ne f tw ways: As a new user n the Open Banking Directry, submitting an enrlment frm fr a new entity. Please refer t the Hw T Guide - Enrlling nt the Open Banking Directry in the Open Banking Develper Zne ( fr mre details abut hw this prcess wrks. Once yu have already submitted at least ne enrlment request, then yu have signed up regardless f the current status f that enrlment request there is n need t sign up again. As a new user n the Open Banking Directry, being added t a cntact rle (e.g. Secndary Business Cntact) fr a given entity either thrugh an Enrlment request r an Add Individual request. Please read the rest f this sectin fr what t d. Fr users wh have already successfully cmpleted sign up, then please skip this sectin. Signing Up Checklist Please use a mdern brwser n yur desktp nt n a tablet r a mbile device fr the best experience. Fr yur mbile phne: Yur mbile shuld be running either the Andrid r the Apple perating system. Yur mbile phne will need t have gd signal during the sign up prcess and yu will need t be able t install the PingID app n yur phne. Befre attempting t sign up, please wait until yu have received the Open Banking - Set Up Yur Accunt Credentials . This will cntain yur unique sign up link. This will nly be sent t yu nce the Enrlment r Add Individual request has been successfully prcessed by the Open Banking Service Desk. If yu have nt yet received yur sign up please check with the persn wh submitted the request n the status f the request and, if apprpriate, in the Spam flder f yur . If yu still have an issue, please cntact the Open Banking Service Desk n servicedesk@penbanking.rg.uk. OPEN BANKING LIMITED 2018 Page 4 f 32

5 Step 1: Setting Yur Passwrd Click n the link in yur Open Banking - Set Up Yur Accunt Credentials . This will then display this page asking yu t set yur passwrd. Figure 2.1 Setting Yur Passwrd Page Click n the Set Accunt Passwrd buttn. This will then display the Set Passwrd page. OPEN BANKING LIMITED 2018 Page 5 f 32

6 Figure 2.2 Enter Yur Address Page In the Username field, enter yur address. This will need t be what was supplied in the Enrlment r the Add Individual request by the submitter. Then click n the Next buttn. This will then display the next page asking yu t validate yur address with a security cde. Yur address specified abve will be sent a security cde frm PingID. OPEN BANKING LIMITED 2018 Page 6 f 32

7 Figure 2.3 Enter Security Cde Page In the Security Cde field, enter the cde that was sent t yur address. If yu are cpying and pasting in the cde be sure t check that yu have nt pasted in any additinal spaces at the end f the cde. Then click n the Next buttn. This will then display the next page asking yu t set a new passwrd. OPEN BANKING LIMITED 2018 Page 7 f 32

8 Figure 2.4 Set Passwrd Page In the New Passwrd field enter the passwrd that yu wuld like t use. In the Cnfirm New Passwrd field re-enter the passwrd yu wuld like t use exactly. Yur passwrd must be between 8 and 64 characters in length. Yur passwrd must have at least ne digit, ne symbl, and a mixture f upper and lwer case letters. The Open Banking Implementatin Entity (OBIE) recmmends that yu d nt re-use passwrds and avid using passwrds that are predictable r easy t guess. Then click n the Set Passwrd buttn. This will then display the next page cnfirming that yur new passwrd is nw set. OPEN BANKING LIMITED 2018 Page 8 f 32

9 Figure 2.5 New Passwrd Cnfirmed Page Click n the Cntinue t lgin buttn. This will then return yu t the earlier screen where yu can nw d Step 2 and lg in. OPEN BANKING LIMITED 2018 Page 9 f 32

10 Step 2: Lgging In Figure 2.6 Lg In Page In the Step 2: Lgin sectin, enter yur address and the passwrd that yu ve just set up. Then click n the Lg In buttn. This will then display the next page asking yu t install the PingID app n yur mbile phne. OPEN BANKING LIMITED 2018 Page 10 f 32

11 Step 3: Setting up PingID n yur mbile phne Figure 2.7 Install PingID Page Install and set up the PingID app n yur mbile phne either thrugh the Apple App Stre r thrugh the Ggle Play Stre depending n yur mbile phne s perating system. Once installed successfully (r if yu already have the PingID app installed), click n the I already installed the PingID app buttn. This will then display the pairing page fr yu t cnnect yur mbile phne with yur accunt. OPEN BANKING LIMITED 2018 Page 11 f 32

12 Fllw the instructins n screen t pair with yur mbile phne. Please d nt clse yur brwser. Figure 2.8 Finish Pairing Page Once paired, yur mbile phne will shw a success message and will ask yu t prvide a nickname fr yur PingID prfile. On yur mbile phne, enter a nickname and click n the Dne buttn. OPEN BANKING LIMITED 2018 Page 12 f 32

13 On yur brwser, the page will refresh autmatically and will ask yu t authenticate using the PingID app installed n yur mbile phne. On yur mbile phne, authenticate using the PingID app. Figure 2.9 Requesting Authenticatin Page This will then display a successful authenticatin page (as in the screensht belw) befre displaying the Open Banking Directry landing page. Figure 2.10 Authenticatin Successful Page OPEN BANKING LIMITED 2018 Page 13 f 32

14 Step 4: Setting Up Yur Passphrase After lgging in with yur address and passwrd as well as authenticating with PingID n yur mbile phne, yu will be prmpted t set yur passphrase n this screen. Fr cnciseness, please refer t Sectin 4 f this dcument n hw t cmplete this step. OPEN BANKING LIMITED 2018 Page 14 f 32

15 3. Lgging In Once yu have successfully cmpleted sign up as a new user, yu will then be able t lg in by fllwing the steps in Task 1 belw. Cmmn Tasks T lg int the Open Banking Directry Please fllw the steps in Task 1 belw. T change any f yur lgin details Please g t Sectin 5. T reslve any f yur frgtten / lst lgin details: Frgt Passwrd: Please fllw the steps in Task 2 belw. Lst Mbile Phne: If yu n lnger have access t the mbile phne that yu paired t yur accunt thrugh the PingID app, then please cntact the Open Banking Service Desk n servicedesk@penbanking.rg.uk. Remved PingID app: If yu have reset yur phne r have deleted the PingID app, then please cntact the Open Banking Service Desk n servicedesk@penbanking.rg.uk. T btain further assistance because yu still cannt lg in, please cntact the Open Banking Service Desk n servicedesk@penbanking.rg.uk. Lgging In Checklist Please use a mdern brwser n yur desktp nt n a tablet r a mbile device fr the best experience Yu will need t have yur mbile phne that yu paired t yur accunt thrugh the PingID app. Task 1: Lgging In Open yur brwser and navigate t this page n the Open Banking website: Click n the Enrl buttn. This will then display the Open Banking Directry hme page. OPEN BANKING LIMITED 2018 Page 15 f 32

16 On the Open Banking Directry hme page, click n the Lgin buttn. This will display the Lgin page fr yu t enter yur address and passwrd. Figure 3.1 Lgin Page In the fields, enter yur address and yur passwrd. Then click n the Lg In buttn. This will then display the next page asking yu t authenticate thrugh the PingID n the mbile phne that yu paired with yur accunt. On yur brwser, the page will refresh autmatically and will ask yu t authenticate using the PingID app installed n yur mbile phne. OPEN BANKING LIMITED 2018 Page 16 f 32

17 Figure 3.2 Requesting Authenticatin Page On yur mbile phne, authenticate using the PingID app. This will then display a successful authenticatin page (as in the screensht belw) befre displaying the Open Banking Directry hme page. Figure 3.3 Authenticatin Successful Page OPEN BANKING LIMITED 2018 Page 17 f 32

18 Task 2: Frgt Passwrd Open yur brwser and navigate t this page n the Open Banking website: Click n the Enrl buttn. This will then display the Open Banking Directry hme page. On the Open Banking Directry hme page, click n the Lgin buttn. This will display the Lgin page Figure 3.4 Lgin Page Click n the Frgt Passwrd link. This will then display the Accunt Recvery page. OPEN BANKING LIMITED 2018 Page 18 f 32

19 Figure 3.5 Accunt Recvery Page Enter yur address and click n the Next buttn. This will then display the next page asking yu t validate accunt recvery with a security cde. Yur address specified abve will be sent a security cde frm PingID. OPEN BANKING LIMITED 2018 Page 19 f 32

20 Figure 3.5 Enter Security Cde Page In the Security Cde field, enter the cde that was sent t yur address. If yu are cpying and pasting in the cde be sure t check that yu have nt pasted in any additinal spaces at the end f the cde. Then click n the Next buttn. This will then display the Open Banking Directry hme page with a cnfirmatin message advising that yur passphrase has been successfully set. OPEN BANKING LIMITED 2018 Page 20 f 32

21 Figure 3.6 Set Passwrd Page In the New Passwrd field enter the passwrd that yu wuld like t use. In the Cnfirm New Passwrd field re-enter the passwrd yu wuld like t use exactly. Yur passwrd must be between 8 and 64 characters in length. Yur passwrd must have at least ne digit, ne symbl, and a mixture f upper and lwer case letters. The OBIE recmmends that yu d nt re-use passwrds and avid using passwrds that are predictable r easy t guess. Then click n the Set New Passwrd buttn. This will then display the next page cnfirming that yur new passwrd is nw set. OPEN BANKING LIMITED 2018 Page 21 f 32

22 Figure 3.7 Accunt Recvery Successful Page Click n the Cntinue t Lg In buttn. This will then return yu t the Lg In where yu will nw be able t lg in with yur new passwrd. OPEN BANKING LIMITED 2018 Page 22 f 32

23 4. Yur Passphrase Yu will be required t specify yur secret passphrase s that the Open Banking Service Desk can validate yur identity if yu call in t perfrm a limited set f activities n yur behalf in case f emergency. If yu have nt yet set yur passphrase, yu will be required t d s. Please fllw the steps belw. Setting Up Yur Passphrase After lgging in with yur address and passwrd as well as authenticating with PingID n yur mbile phne, yu will be prmpted t set yur passphrase n this screen. Figure 4.1 Setting Yur Passphrase Page OPEN BANKING LIMITED 2018 Page 23 f 32

24 Enter yur passphrase int the field befre clicking n the Next buttn. Yur passphrase shuld be between 8 and 20 characters lng and shuld nly cntain letters and/r numbers. Yur passphrase is case sensitive. Yur passphrase will never be displayed s please ensure that yu remember what yu set it t and that yu keep it secret. Figure 4.2 Passphrase Setup Cnfirmatin Page If yur specified passphrase is valid, n submissin, yu will see the cnfirmatin message abve. Click n the Clse buttn and yu will be taken t the Open Banking Directry landing page. OPEN BANKING LIMITED 2018 Page 24 f 32

25 5. Changing Yur Lgin Details / Passphrase Cmmn Tasks T change yur address: Please fllw the steps in Task 1 belw. T change yur passwrd: Please use the prcess fr Frgt Passwrd as detailed in Task 2 in Sectin 3. T mve the PingID pairing frm yur existing mbile phne t a new mbile phne if yu still have yur existing mbile phne. Please fllw the steps in Task 2 belw. T mve the PingID pairing frm yur existing mbile phne t a new mbile phne if yu n lnger have yur existing mbile phne. Please cntact the Open Banking Service Desk n servicedesk@penbanking.rg.uk. T change yur passphrase. Please fllw the steps in Task 3 belw. Task 1: Changing yur address Fllw the steps in Task 1 in Sectin 3 t lg in and access the Open Banking Directry hme page. Figure 5.1 Open Banking Directry Landing Page OPEN BANKING LIMITED 2018 Page 25 f 32

26 Select any entity frm the drpdwn list. This will then display the landing page fr the selected entity. Figure 5.2 Entity Landing Page Click n the Manage Cntact buttn. This will then display the Manage Cntacts page fr the selected entity. OPEN BANKING LIMITED 2018 Page 26 f 32

27 Figure 5.3 Manage Cntacts Page In the list f active cntacts, find the line item fr yurself and click n the menu icn in the Actins clumn. This will then display a drp-dwn menu. Click n the Change Details ptin. This will then display the Request T Change Individual Details frm. OPEN BANKING LIMITED 2018 Page 27 f 32

28 Figure 5.4 Change Individual Details Frm Update yur t yur new address. Then click t agree t the declaratin befre clicking n the Submit Request buttn. This will then return yu t the Manage Cntacts page with a message cnfirming that yur request has been submitted. Yu will als be sent an acknwledgement f yur request. Once yur Change Individual Details request has been successfully prcessed yu will receive a subsequent advising when yu can start using yur new address. OPEN BANKING LIMITED 2018 Page 28 f 32

29 Task 2: Mving the PingID pairing frm yur existing mbile phne t a new mbile phne. Check that yu still have access t yur existing mbile phne. If nt, please cntact the Open Banking Service Desk n servicedesk@penbanking.rg.uk. If yu d, please raise a ticket using the self-serve n JIRA Service Desk n: Task 3: Changing yur passphrase Fllw the steps in Task 1 in Sectin 3 t lg in and access the Open Banking Directry landing page. Click n yur name in the tp-left hand crner. Figure 5.6 Open Banking Directry Hme Page This will then display the Yur Details dialg bx. OPEN BANKING LIMITED 2018 Page 29 f 32

30 In the Change Passphrase sectin, enter yur new passphrase and click n the Update buttn. Figure 5.7 Yur Details Dialg Bx Yur passphrase shuld be between 8 and 20 characters lng and shuld nly cntain letters and/r numbers. Yur passphrase is case sensitive. Yur passphrase will never be displayed s please ensure that yu remember what yu set it t and that yu keep it secret. If yur specified passphrase is valid, n submissin, yu will see a success message n-screen. OPEN BANKING LIMITED 2018 Page 30 f 32

31 Figure 5.8 Yur Details Dialg Bx With Success Message If yur specified passphrase is valid, n submissin, yu will see a success message n-screen. Click anywhere utside f the dialg bx t return t the Open Banking Directry landing page. OPEN BANKING LIMITED 2018 Page 31 f 32

32 6. Further Questins If yu have any further questins, then please cntact the Open Banking Service Desk at: OPEN BANKING LIMITED 2018 Page 32 f 32