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Connections Widget

The Connections Widget lets end users manage their connected institutions and accounts.

This widget can be accessed when the user selects Manage Connections from the Money Dashboard.

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This widget is not the same as the Connect Widget. While the Connect Widget lets users connect their accounts, the Connections Widget helps users manage those connections and connect to their accounts.

Full Connections Widget

Key Features​

  • View connected institutions and accounts within those institutions
  • Connect accounts and resolve connection issues
  • Disconnect an institution
  • Hide an account from use in other widgets
  • Merge accounts that show up twice
  • Mark an account as closed

Filter Connections​

If you're using the use_cases parameter, you can set the widget to only show connections (members) with the use_cases you set when requesting the widget URL.

To do this, set the:

  • connections_use_case_filter parameter to true.
  • use_cases parameter to PFM and/or MONEY_MOVEMENT, depending on what connections you want to show in the widget.
info

For more info on the use_cases parameter, see one of the following guides depending on the API you're using:

Example 1​

In this example using the Platform API, the Connections Widget will only show connections (members) that have PFM set as a use case.

A connection (member) could have its use_cases parameter set to ["PFM", "MONEY_MOVEMENT"] and still display in the widget, since the member contains one of the use cases defined in the request.


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{
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"widget_url": {
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"widget_type": "connections_widget",
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"ui_message_version": 4,
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"use_cases": ["PFM"],
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"connections_use_case_filter": true
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}
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}

Example 2​

In this example using the Platform API, the Connections Widget will only show connections (members) that have PFM or MONEY_MOVEMENT set as a use case.

A connection (member) could have its use_cases parameter set to only ["MONEY_MOVEMENT"] and still display in the widget, since the member contains one of the use cases defined in the request.


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{
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"widget_url": {
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"widget_type": "connections_widget",
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"ui_message_version": 4,
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"use_cases": ["PFM", "MONEY_MOVEMENT"],
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"connections_use_case_filter": true
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}
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}

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