Customer Consent Journey

To have access to your customer's transactions, first Duopen needs to get his consent.

Your first step is to share Duopen's consent link with your customer.

1) That link will open the regulatory consent screens similar to this one:

2) Your customer will need to inform his CPF:

3) Then customer will select his bank from the list:

4) To finish the consent journey customer will be redirected to the internet banking of the bank he selected.

Then, after logging into his bank and sharing his data via Open Finance with Duopen, you'll receive a webhook informing that we now have access to the customers` transactions.

Duopen will then begin our categorization process, identifying from the transactions which were made in one of your establishments - and in which establishment.

Here you can access our consent link in stage: URL_TESTarrow-up-right.

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