Integration of Banking for Financial Transactions Processing on Amana Pilot
Budget: $30 – $250 USD
Description:
The aim is to integrate Open Banking tools (Salt Edge) into our Amana Pilot solution to retrieve financial information from businesses and send it to our server for processing and utilization.
Front-End:
In our platform, each financial transaction is associated with a project and a product. As banking data does not contain information on the product and project, a page will be designed to list all transactions in a draft format. Each transaction line will allow for the assignment of a product and project.
- Addition of a dropdown menu to select existing projects, with the option to directly add a new project if it does not exist.
- Similar functionality for products and transaction categories.
- Inclusion of a data validation CTA button to save changes.
- Implementation of multiple assignment functionality to ease processing, enabling the assignment of the same project and/or product to a set of transactions to avoid repetitive actions.
Back-End:
- Database update to handle draft data.
- API integration for data retrieval from banks.
- Development of a systemic data adaptation process for optimal processing on Amana Pilot.
Resources:
- Provision of API access and documentation for developers to use our API.
- Salt Edge API account.
The aim is to integrate Open Banking tools (Salt Edge) into our Amana Pilot solution to retrieve financial information from businesses and send it to our server for processing and utilization.
Front-End:
In our platform, each financial transaction is associated with a project and a product. As banking data does not contain information on the product and project, a page will be designed to list all transactions in a draft format. Each transaction line will allow for the assignment of a product and project.
- Addition of a dropdown menu to select existing projects, with the option to directly add a new project if it does not exist.
- Similar functionality for products and transaction categories.
- Inclusion of a data validation CTA button to save changes.
- Implementation of multiple assignment functionality to ease processing, enabling the assignment of the same project and/or product to a set of transactions to avoid repetitive actions.
Back-End:
- Database update to handle draft data.
- API integration for data retrieval from banks.
- Development of a systemic data adaptation process for optimal processing on Amana Pilot.
Resources:
- Provision of API access and documentation for developers to use our API.
- Salt Edge API account.