November 2024

Nov 1, 2024

  • Throughout the month of November, we’ll be releasing updates to the /GetAccountsDetail endpoint to expand on the information that you can include in the request:
    • For personal accounts, you’ll be able to pass the Account Holder Name and Address in the request to improve KYC
    • For business accounts, you’ll be able to pass the Business Name and Business Address to improve KYB

Written by flinks

October 2024

Oct 31, 2024

  • We’ve added new information to the /GetAccountsDetail and the /GetAccountsSummary endpoints that makes it easier for you to verify the identity of your end-users. Both endpoints now return a Personal or Business label in the AccountType field. This update does not affect Client Dashboard.
  • We’ve added an extra layer of security to the authentication process. Clients are now required to include a mandatory authorize token when they’re authenticating, either in the Flinks Connect URL or using the /Authorize endpoint. If you are not already passing one, see Authorize Token to learn how to include this in your integration.
  • We’ve added an auto-fill password guide to the Login Screen.
  • We’ve released design updates, including new screens for Flinks Upload. Watch the video below to see these new screens in action:

Written by flinks

September 2024

Sep 30, 2024

We’ve released significant updates to our Flinks Connect product, including:

  • New, modern UI screens
  • Increased transparency around our data security protocols
  • Improved core functionality including faster loading speeds, and more

We’ve focused on making the account connection process as fast and as simple as possible. To learn more about these changes and why we made them, check out our blog post. To see these new screens in action, play around with our Flinks Connect Widget or watch the changes walkthrough video below:

Coming Soon

A new direct oAuth connection will be available later next month. We currently offer direct oAuth connections with 8 of the top 10 US banks, including:

  • Chase Bank
  • Bank of America
  • Wells Fargo
  • Citibank
  • U.S. Bank
  • PNC Capital
  • Capital One
  • TD

We’re expecting to add a direct oAuth connection to Truist in October 2024, and will support 9 of the top 10 US banks. Stay tuned for more updates.

Written by flinks

August 2024

Aug 31, 2024

  • Released support for asynchronous authentication. You can now call the /Authorize endpoint and authenticate an end-user at the same time as you’re performing other tasks.
  • Added a new Flinks Connect customization parameter, consentTitleAppendedText, that allows you to update the title on the Consent page.
  • Released design updates, including a new Institution Selection page. For more information or to enable these updates in your Flinks Connect integration, contact your Flinks Representative.

Written by flinks

July 2024

Jul 31, 2024

  • Released several performnce-related updated:
    • Increased the speed of API calls
    • Enhanced troubleshooting abilities
    • Improved overall performance
  • Optimized the /DeleteCard endpoint by reducing potential errors and decreased the amount of time it takes to delete a card.
  • Released design updates to select clients. To learn more about these updates or to enable them in your integration, contact your Flinks Representative.

Written by flinks

June 2024

Jun 30, 2024

  • Minor improvements.
  • Added a card scanner to the account connection flow.
  • Customers can now add their logo to the Consent page.
  • Released design updates to seelct clients. To learn more or to enable these improvements in your integration, contact your Flinks Representative.
  • We’ve updated Flinks Connect by adding a new card scanner and the ability to show customer logos on the Consent Screen. We’ve also released design updates that are available to select clients. To learn more about these updates or to enable these improvements in your integration, contact your Flinks Representative.
  • Upload no longer requires customers to select a financial institution when they’re uploading a file. However, we’ll still group it under the correct financial institution after processing the data.

Written by flinks

May 2024

May 31, 2024

  • Minor improvements
  • Released a new feature that allows you to show/hide a password
  • Updated the security information on the Consent and Credentials pages
  • Minor improvements

Written by flinks

April 2024

Apr 30, 2024

  • Minor improvements
  • Minor improvements

Written by flinks

March 2024

Mar 31, 2024

  • Wealth Authentication and API rendering refactor
  • Minor improvements
  • Minor improvements

Written by flinks

February 2024

Feb 28, 2024

  • Minor improvements
  • Minor improvements

Written by flinks

January 2024

Jan 31, 2024

  • Minor improvements
  • Minor improvements

Written by flinks

December 2023

Dec 31, 2023

  • Minor improvements
  • You can now upload images in our Bank Statement Upload product. For support or questions, reach out to help@flinks.com.
  • Minor improvements

Written by flinks

November 2023

Nov 30, 2023

  • Minor improvements
  • Minor improvements

Written by flinks

October 2023

Oct 31, 2023

  • Minor improvements
  • We’re excited to announce that our Bank Statement Upload product now also supports Void Cheque uploads. This new feature provides an additional way to verify your account securely and efficiently. The feature can be used as a standalone solution or as a fallback to financial data aggregation. For support or questions, reach out to help@flinks.com.

Written by flinks

September 2023

Sep 30, 2023

  • Minor improvements
  • New consent management screen within Flinks Connect solution to give your customers better transparency into what data is being shared and how it’s being used, allowing them to better understand their data rights. To learn more about the consent update and configuration, head over to our documentation.
  • Minor improvements

Written by flinks

August 2023

Aug 31, 2023

  • Fraud Detection Flags for uploaded statements are now available via the API. This enables clients that use the new PDF Upload feature to check statements for discrepancies and tampering automatically and receive that insight via a new API.
  • Improvements to legacy integration using only API (not Flinks connect)
  • Minor improvements
  • Minor improvements

Written by flinks

July 2023

Jul 31, 2023

  • Minor improvements

Written by flinks

June 2023

Jun 30, 2023

  • Added a new API endpoint for Payment Optimizations, /PrePayment. This is a new API that enables our clients to set optimal payment dates, amounts and better understand the success chances associated with recurring payments.
  • PDF Statements Upload:
    • Added flows within Flinks Connect and our Dashboard to allow a fast, seamless upload of PDF Statements as an alternative/fallback to typical bank linking aggregation.
    • Added the ability to return PDF data in Flinks standard formats (Dashboard, existing data return API’s).
    • Also improved the speed, quality and reliability of PDF statements analysis and return.
    • Finally, we have expanded coverage to all institutions in Canada and the US.
  • Minor improvements
  • Flinks Payroll Verification beta: This is a new API product, seamlessly embedded in Flinks Connect, offering direct connectivity to customers’ payroll platforms for comprehensive income and employment verification, including those of gig workers.
  • Minor improvements

Written by flinks

April 2023

Apr 30, 2023

  • Minor improvements
  • Minor improvements

Written by flinks

March 2023

Mar 31, 2023

  • Minor improvements
  • Minor improvements

Client Dashboard

Written by flinks

February 2023

Feb 28, 2023

  • Minor improvements
  • Minor improvements

Written by flinks

January 2023

Jan 31, 2023

  • Minor improvements
  • Minor improvements

Client Dashboard

  • Added a feature that will allow the user to adjust transactions categories on the Attributes reports in the CDB

Written by flinks

December 2022

Dec 31, 2022

  • Minor improvements

Written by flinks

November 2022

Nov 30, 2022

  • Minor improvements

Written by flinks

October 2022

Oct 31, 2022

  • Minor improvements
  • Accessibility improvements

Written by flinks

September 2022

Sep 30, 2022

  • Added InstituionId field to the API results
  • Updated Canada Entity Recognition Model to v6
  • Minor improvements
  • Improved the retry options when getting an error with accountSelectorEnable parameter
  • Minor improvements

Written by flinks

August 2022

Aug 31, 2022

  • Updated Canada Entity Recognition Model to v4
  • Updated Canada Entity Recognition Model to v5
  • Updated USA Categorization model Model to v13
  • Minor improvements

Client Dashboard

  • Added a new page for institution status

Written by flinks

July 2022

Jul 31, 2022

  • Updated Canada Broad Categorization Model to v11
  • Updated Canada Entity Recognition Model to v3
  • Minor improvements

Written by flinks

June 2022

Jun 30, 2022

  • Updated Canada Broad Categorization Model to v9
  • Updated Canada Broad Categorization Model to v10
  • Minor improvements

Client Dashboard

  • Reorganized the History tab under each Request and added additional headers to Request Info

Written by flinks

May 2022

May 31, 2022

  • Updated Canada Broad Categorization Model to v8
  • Improved Categorization Models
  • Minor improvements
  • Added the preventAutoFocus and preventAutoFill parameters that can be used to disable form focusing and auto-completion
  • Minor improvements

Written by flinks

April 2022

Apr 30, 2022

  • Upgraded the entity recognition model from v1.0 to v2.0
  • Improved Categorization Models
  • Minor improvements
  • Added parameters termsTextPreLink, termsTextLink and termsTextPostLink to personalize the termsUrl

Written by flinks

March 2022

Mar 31, 2022

  • Upgraded the US Broad Categorization Model from v11.0 to v12.0
  • Upgraded the CA Broad Categorization Model from v2.0 to v3.0
  • Updated Canada Broad Categorization Model to V4
  • Minor improvements
  • New Attributes released to detect and separate bonus and extra income from payroll sources

Client Dashboard

  • Added Save feature for External Data requests
  • Added the option to assign Requests to Teammates

Written by flinks

February 2022

Feb 28, 2022

  • Minor improvements
  • New Life Events attributes
  • New Next 2 Paydates attributes
  • Updated Gross Income Attributes to now use updated tax tables for 2021/22

Written by flinks

January 2022

Jan 31, 2022

  • Upgraded the US Broad Categorization Model from v10.0 to v11.0
  • Minor improvements
  • Accessibility improvements

Written by flinks

December 2021

Dec 31, 2021

  • Upgraded the US Broad Categorization Model from v9.0 to v10.0
  • Minor improvements

Written by flinks

November 2021

Nov 30, 2021

  • Updated Broad Categorization Model from v8.0 to v9.0
  • Minor improvements
  • Added Custom Attributes Creation

Client Dashboard

  • Added new Business Analysis Report

Written by flinks

october 2021

Oct 31, 2021

  • Upgraded broad categorization from v6.0 to v7.0
  • Created gross income estimation model v1.0
  • Added the ability of searching by Tag in the Portal
  • Updated US Broad Categorization Model from v7.0 to V8.0
  • Updated CA Categorization Model from v13 to v14
  • Minor improvements

Written by flinks

September 2021

Sep 30, 2021

  • Upgraded broad categorization from v4.0 to v5.0
  • Upgraded broad categorization from v5.0 to v6.0
  • Added new category predictions and improved general performance
  • Created entity recognition model v1.0
  • Minor improvements

Written by flinks

August 2021

Aug 31, 2021

  • Upgraded broad categorization from v3.0 to v4.0
  • Added new category predictions and improved general performance
  • Minor improvements

Written by flinks

July 2021

Jul 31, 2021

  • New endpoint for routing number institution search, /Institutions/RoutingNumber/
  • New US Institutions coverage: Discover Bank and Chime
  • Return routing numbers for US Institutions on the endpoint /Institutions
  • New endpoint to retrieve transfer history by date range for Flinkspay
  • Minor improvements
  • Modified the default landing page
  • Added two new parameters to customize the landing page
  • Improved Categorization Models for Attributes
  • Added Attributes Use-Case focused on Lending

Client Dashboard

  • Added the option to delete a request from the main request feed
  • Minor improvements on team management

Written by flinks

June 2021

Jun 30, 2021

  • Improved US Categorization Models
  • Allowed refreshes for extended coverage institutions
  • Added institution ID for extended coverage institutions
  • Minor improvements
  • Phased out react version 2
  • New dashboard onboarding flow

Client Dashboard

  • New dashboard onboarding flow
  • Updated MFA credentials flow when logged in
  • Added the parameter tag to the CSV export

Written by flinks

May 2021

May 31, 2021

  • Improved Categorization Models
  • Minor improvements

Client Dashboard

  • Sample data added to the sandbox request feed
  • New status to the requests
  • Filter requests by date, financial institution or status
  • Team members can assign request to themselves or see who a request is assigned to
  • Allow users to approve or deny requests

Written by flinks

April 2021

Apr 30, 2021

  • Improved Categorization Models
  • Enabled Flinks Connect version 2 in the documentation configurator
  • Minor improvements

Client Dashboard

  • Improved UX for the team administration capabilities

Documentation Portal

  • Added an option to export data to CSV

Written by flinks

March 2021

Mar 31, 2021

  • Added New iFrame configurator

Documentation Portal

  • Added Investments Data
  • Added search option to Borrower link

Written by flinks

February 2021

Feb 28, 2021

  • Enabled Flinks Connect Account Selection in US Connections
  • Improved Categorization Models for US and Canada
  • Minor improvements

Written by flinks

January 2021

Jan 31, 2021

  • Minor improvements
  • Minor improvements

Written by flinks

December 2020

Dec 31, 2020

  • Speed improvements on the /Authorize endpoint
  • Added new Attributes to our growing Attributes Library
  • Minor improvements

Written by flinks

November 2020

Nov 30, 2020

  • Major improvements to Investments oAuth Connections UX
  • Investments data is now available via Webhook
  • General stability improvements for Investments
  • Minor improvements

Written by flinks

October 2020

Oct 31, 2020

  • Upgraded broad categorization from v7.0 to v8.0
  • Upgraded categorization from v13.0 to v14.0
  • Updated Categorization Prediction Logger
  • Minor improvements

Client Dashboard

  • Minor UI improvements

Written by flinks

September 2020

Sep 30, 2020

API

  • Minor improvements

Written by flinks

August 2020

Aug 31, 2020

  • Minor improvements

Written by flinks

July 2020

Jul 31, 2020

  • Added new webhook: Deliver continuous fetching of account results (Beta)
  • Minor improvements

Written by flinks

June 2020

Jul 1, 2020

  • Minor improvements
  • New bank logos to replace bank names text header, with correspondent theme and language
  • New credential forms UI, and placeholder animation
  • Password fields now are always redacted
  • Addition to a lock icon to the forms
  • Account Selector, Simple and Special MFAs also included on the new input forms UI

More details and screenshots can be found here

Written by flinks

May 2020

May 31, 2020

  • UI improvements
  • New staticLoadingEnable parameter to display a loading screen while the application is loading
  • Added parameter showAllAccounts that will display all accounts (instead of only operations accounts) when set to true while using the account selector (parameter accountSelectorEnable)

Written by flinks

April 2020

Apr 30, 2020

  • Minor improvements

Documentation Portal

  • Added attributes use cases in the portal as a report

Written by flinks

March 2020

Mar 31, 2020

  • Speed improvements on Enhanced MFA feature

Written by flinks

February 2020

Feb 28, 2020

  • Minor improvements

Written by flinks

January 2020

Jan 31, 2020

  • Scalability and Model Improvements
  • Added deeper account filtering for Attributes

Written by flinks

December 2019

Dec 31, 2019

  • Minor improvements

Written by flinks

November 2019

Nov 30, 2019

  • New Dropout Webhook
  • Added new Attributes to our growing Attributes Library

Written by flinks

October 2019

Oct 31, 2019

  • Speed improvements on BMO
  • Minor improvements
  • Added new Attributes to our growing Attributes Library

Written by flinks

September 2019

Sep 30, 2019

Feature Update

  • Minor improvements
  • Added accountSelectorMultiple parameter
  • Added accountSelectorNoTitle parameter
  • Minor improvements

Written by flinks

August 2019

Aug 31, 2019

  • Nightly refreshes improvements
  • Speed improvements on /Authorize endpoint for RBC, Tangerine and Simplii
  • Speed improvements on /GetAccountsDetail endpoint for RBC

Written by flinks

July 2019

Jul 31, 2019

  • Migration to .NET Core
  • New KYC webhook to allow quick identity verification
  • Speed improvements on /GetAccountsDetail endpoint for Simplii

Documentation Portal

  • UX revamp
  • New button that allows to print all accounts transactions at once

Written by flinks

June 2019

Jun 30, 2019

  • Speed improvements on /GetAccountsDetail endpoint for RBC

Written by flinks

May 2019

May 31, 2019

  • Speed improvements on /GetAccountsDetail endpoint for Scotia
  • Improvements for nightly refreshes

Documentation Portal

  • UX improvements

Written by flinks

1.52.0

Apr 30, 2019

  • Improved transactions matching when refreshing an account
  • Minor improvements
  • Added a warning message when cookies are disabled
  • Speed improvements

Written by flinks

March 2019

Mar 31, 2019

  • Major speed improvements on /GetAccountsDetail endpoint for Desjardins
  • Speed improvements on /GetAccountsDetail endpoint for TD

Written by flinks

February 2019

Feb 28, 2019

  • Added a security layer using a new authorize token (Contact us to enable this feature)

Documentation PORTAL

  • Score integration improvements

Written by flinks

January 2019

Jan 31, 2019

  • Speed improvements on /Authorize endpoint for Desjardins
  • Speed improvements on /GetAccountsDetail endpoint for CIBC
  • Added HMAC signature on webhook
  • Added fetchAllAccounts parameter to fetch all accounts detail in the background even if one account was selected

Written by flinks

December 2018

Dec 31, 2018

  • Speed improvements on /Authorize endpoint for BMO
  • Speed improvements on /Authorize endpoint for Desjardins
  • Added enhancedMFA parameter to add a step in the flow to answer all MFA questions
  • Added skipEnhancedMFA=true parameter to make optional (skip button) the step to answer MFA questions

Written by flinks

November 2018

Nov 30, 2018

  • Speed improvements on /Authorize endpoint for TD
  • Speed improvements on /Authorize endpoint for Scotia
  • Speed improvements on all endpoints for BMO
  • Added card type field support for BMO
  • Minor improvements
  • More detailed username field
  • Added new customization parameters (eftEligibleRatio, showAllOperationsAccounts, termsNoCheckbox, loadingType)
  • Minor improvements

Documentation Portal

  • Added the customization to see only completed requests by default

Written by flinks

October 2018

Oct 31, 2018

  • Speed improvements on /Authorize endpoint for CIBC
  • Added a new API field: Card Type (Business vs Personal)
  • Minor improvements
  • Added the possibility to hide the header on the institution selection list (headerEnable)
  • New Javascript Event Listener when using the accountSelectorEnable parameter (COMPONENT_LOAD_ACCOUNT_SELECTION)
  • Minor improvements

Written by flinks

September 2018

Sep 30, 2018

  • Implemented EQ Bank as a new supported institution
  • Added IsEftEligible field in /GetAccountsSummary endpoint result
  • Added support for National bank new website
  • New dark or light theme (theme parameter)
  • New account selector to retrieve all the details information of the selected account (accountSelectorEnable parameter)
  • New institution filter (institutionFilterEnable parameter)
  • New consent screen before the credentials form (consentEnable parameter)
  • Multiple new parameters to customize Flinks Connect UI
  • Minor Improvements

Documentation Portal

  • Allow client to request access to financial institution screenshots

Written by flinks

August 2018

Aug 31, 2018

  • Added OPERATION_PENDING message to all Insight endpoints
  • Changed DaysOfTransactions parameter value Days360 to Days365
  • Minor Improvements
  • Minor Improvements

Written by flinks

July 2018

Jul 31, 2018

  • Minor improvements
  • Added a sync parameter to retrieve request id from the authorize call to allow calling other endpoints on the API
  • UI improvements
  • Minor improvements

Written by flinks

June 2018

Jun 30, 2018

  • Optimized the /Authorize endpoint
  • Added TD 2 steps verification mfa flow in Flinks Capital
  • Minor improvements
  • UI improvements
  • Added a close button for the Event Listener
  • Added “Disable Back Button” customization

Written by flinks

May 2018

May 31, 2018

  • Added TD investment accounts support
  • Improved nightly refresh
  • Minor
  • Added a tag parameter
  • Improved language parameter handling

Written by flinks

April 2018

Apr 30, 2018

  • Security improvements
  • Added a new Overdraft Limit field
  • Improved performance for CIBC Authorize endpoint
  • Added Holder Name in the /GetAccountsSummary endpoint
  • Added GetStatements (pdf) support to Flinks Capital

Documentation Portal

  • Added a new option to select Days of Transactions in the Refresh
  • Security improvements

Written by flinks

March 2018

Mar 31, 2018

  • Added new account type field. Supported values: Savings, Checking, TFSA, RRSP, CreditCard or Unknown.
  • Added a parameter to the /Authorize request to activate the retrieval of all MFA questions
  • Added an endpoint to answer MFA questions, /AnswerMFAQuestions
  • Improved the user experience for NBC cards (handle full 19 numbers of digits)
  • Improved performance for National and Desjardins
  • Minor improvements
  • Minor improvements

Documentation Portal

  • Changed some labels
  • Added KYC information in the end user and transactions list pages

Written by flinks

January 2018

Jan 31, 2018

  • Added new endpoint to /DeleteCard from the database
  • 6.7X improvement overall speed, mostly in Authorize, GetSummary and IBV flows. Deployed progressively over the 7 days
  • Improved /SetScheduleRefresh endpoint to toggle the scheduler
  • Multiple minor improvements

Written by flinks

December 2017

Dec 31, 2017

  • Security and compliance improvements
  • Added WithKYC parameter to separate the holder information from the account identity
  • Added configuration to toggle Nightly Refresh (disabled by default)
  • Minor improvements

Documentation Portal

  • Security and compliance improvements
  • Added ability to disable the refresh button

Written by flinks

November 2017

Nov 30, 2017

  • Added support for Simplii (PC replacement)
  • Improved currency support (USD/CAD)
  • Enforced language for each card of all supported institutions
  • Improved credit card support for Scotia
  • Database improvements part of PCI compliance efforts
  • Multiple minor improvements

Written by flinks

October 2017

Oct 31, 2017

  • Improved bank coverage
  • Improved currency support (USD/CAD) for all supported banks
  • Support new Meridian online banking web interface
  • Remove account balance return
  • Multiple minor improvements
  • Added the ability to search by LoginId
  • Multiple minor improvements

Written by flinks

September 2017

Sep 30, 2017

  • Improved HSBC MFA coverage by handling new security challenge
  • Improved coverage for Scotia
  • Added RBC credit card coverage for business accounts
  • Added TD credit card coverage for personal accounts
  • Added National Bank credit card coverage for personal accounts
  • Improved stability for the /GetStatements endpoint
  • Improved coverage for Scotia new security challenge
  • Added CIBC personal credit card coverage
  • Added bulk account authorization on /Authorize endpoint
  • Multiple minor improvements

Written by flinks

August 2017

Aug 31, 2017

  • Improved bank coverage
  • Multiple minor improvements

Written by flinks

July 2017

Jul 30, 2017

  • Improved bank coverage
  • Multiple minor improvements

Written by flinks

June 2017

Jun 30, 2017

  • Improved bank coverage
  • Multiple minor improvements
  • Multiple minor improvements

Written by flinks

1.1.0

May 30, 2017

API

  • Improved bank coverage
  • Multiple minor improvements

Portal

  • Added print feature to transactions summary

Written by flinks