The Customer Experience Checklist will serve as an essential tool that will enable Participants to self-attest against key criteria identified within the Customer Experience Guidelines. Participants can answer specific questions to demonstrate conformance to the…
Document Format: Microsoft Excel
DownloadIn response to requests by ASPSPs, who are preparing their application for an exemption from the contingency mechanism, OBIE and UKFinance have worked together and published example answers for the FCA forms that deal with this…
Document Format: PDF
DownloadThis version of the Customer Experience Guidelines aligns to the updated v3.1.1 API technical specifications. In addition, it includes guidelines for referring to agencies in customer journeys and also provides updates on the data cluster…
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Document Format: PDF
DownloadA guide to help participants to manage their access on the Open Banking Directory. (Version 3.0, February 2019)
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