Smart Connect utilizes a color-coded banner system to communicate the status of your financial institution connections.
Smart Connect utilizes a color-coded banner system to communicate the status of your financial institution connections. These banners - Blue, Red, and Yellow - each signify a different state of connection, providing clear and immediate visual cues about the actions needed or processes underway. This guide explains what each banner represents and the steps you might need to take in response.
Blue Banner: New Connection in Progress
- Indication: The Blue Banner signifies that a new connection is being set up.
- Process Underway: When this banner appears, Smart Connect is actively pulling in data for the newly established connection. This includes balances and transaction details.
- Resolution: Once the setup process is complete and all necessary data has been retrieved, the Blue Banner will disappear, indicating that the connection is fully operational.
Red Banner: Disconnected Connection
- Indication: The Red Banner indicates that a current connection has become disconnected.
- Action Required: In this state, the account owner must take action to reconnect. This involves using their credentials to re-establish the connection.
- Resolution: After successfully reconnecting the account, the Red Banner will be removed, signaling that the connection is active again.
Yellow Banner: New Connection Requested
- Indication: The Yellow Banner is displayed when a user requests a new connection, but it has not yet been established.
- Action Required: The account owner needs to connect their account for the first time. This involves setting up the connection with the necessary credentials and authorizations.
- Resolution: Once the account is successfully connected and verified, the Yellow Banner will disappear.
Navigating Banners in Smart Connect
- Stay Informed: Regularly check your Smart Connect for any of these banners, as they provide important information about the status of your financial connections.
- Timely Action: Respond promptly to the instructions indicated by these banners to ensure continuous and secure access to your financial data.
These banners in Smart Connect are designed to keep you informed and guide you in managing your financial connections effectively. By understanding what each color represents, you can take appropriate and timely actions to maintain seamless financial data integration.