Customer Experience Guidelines v1.3.0

30 April 2019

This version of the Customer Experience Guidelines aligns to the updated v3.1.2 API technical specifications. In addition, it includes updated guidelines for SCA exemptions and corporate accounts in customer journeys and also provides detailed information…

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Customer Experience Guidelines Checklist v.1.3.0

30 April 2019

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

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Customer Experience Guidelines version 1.2

15 March 2019

This 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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Customer Experience Guidelines version 1.1

30 November 2018

This version of the guidelines has been updated to include new journeys for Confirmation of Funds for PISP and align with the updated v3.1 API technical specifications.

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Customer Experience Guidelines version 1.0.1

26 October 2018

This updated version provides account providers with additional flexibility when implementing journeys in section 4.1. See the appendix for a full list of changes in this version.

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