Create an Application

Overview

Your digital application is represented on the Tapico Platform by the ApplicationApplication - Your digital application that is represented on and consumes services from the Tapico Platform. entity. It is your Application that consumes services from the Tapico Open Finance API.

Under your OrganisationOrganisation - The entity that represents your company on the Tapico Platform. Anything that you or any other member of your Organisation creates on Tapico will be in the context of your Organisation. you can create as many Applications as you like. and consumes services from the Tapico Platform.


 

1. Create an Application

Difference between require and non required fields

Capture Basic Application DetailsCapture Basic Application Details

Capture Basic Application Details

 

2. Select a Service

In your application select Services to add the "Open Wealth" Service Pack - This will allow you to connect to Open Finance API.

Add Open Wealth Service PackAdd Open Wealth Service Pack

Add Open Wealth Service Pack

🚧

Open Wealth API Access

Service pack subscriptions must be approved by the owner, in the case of the Open Wealth Service Pack this is Tapico. You will receive an email notification once it has been approved.

 

3. Adding Account Servicers

Under the Open Wealth service pack, select Account ServicerAccount Servicer - The entity that holds the account(s) that contains your end-user's account information, e.g. a bank like Natwest or a financial institution like Aviva. Tapico facilitates the connection between your application and the account servicer. to configure the financial institutions you want your Application to connect to.

Add Account Servicer's from which data can be requestedAdd Account Servicer's from which data can be requested

Add Account Servicer's from which data can be requested

🚧

Account Servicer Access

Links to Account Servicers will need to be approved by Tapico. You will receive an email notification once it has been approved.

 

4. Select Consents

Under the Open Wealth service pack, configure the you want to request from your End-UserEnd-User - Your application's user, and ultimately the person that has given consent to access account information from accounts they are permissioned to and that are held by an account servicer. (known as Authorising-userAuthorising-user - See End User in the API).

For more details on consents and how they map to API Endpoints see the ConsentTypes guide.

Select ConsentsSelect Consents

Select Consents


What’s Next

With an Application setup on the Tapico Platform you are now ready to use the Tapico Open Finance API

Did this page help you?