Several industries require frequent updates to their client's data. The dual action from both parties for this purpose is time-consuming:
- Searches for engagement
- Click the options
- Request data
- Repeat for next engagement
- Logs in
- Connects to the accounting package
- Uploads the data.
- 6 to 7 steps that involve several actors and multiple uncertain time frames.
Data Refresh is a new Product that enables Clients to trigger the upload of their customers’ data for online connectors themselves, up to once a day.
Given the level of legal responsibility, we must ensure that our contract with our client and the financial service agreement between our client and their customers cover this new type of data provision.
Data Refresh can be accessed from the Admin menu. This prevents any confusion with the page where clients manage their engagements (Admin > Engagements), or the section where they could upload the data manually (Portal > Upload/Backup).
From their new Data Refresh Dashboard, Clients see ONLY the customers who are compatible with Data Refresh. This is a first shortcut in the journey to the customers’ data.
Data Refresh compatibility and view conditions
Data Refresh shows engagements:
- Using online connectors
- Accessible to the client according to his profile type (this mirrors the view in Admin > Engagements)
Data Refresh Dashboard then offers multiple functionalities that will facilitate and quicken up the upload process.
Engagement details view and tools
For clarity and flawless user experience, Data Refresh Dashboard displays and enables filtering by:
- Search Engagements
- Contact Person
- Engagement Owner
- Accounting Package
- Last upload from
- Last upload to
- Data Refresh Status
Using Data Refresh
From the unfiltered view, or the result of their search, Clients can select ALL/multiple or one engagement, and click REFRESH DATA NOW to trigger the upload process.
From there, NO ACTION is required from the customer, and the upload process will take the same amount of time as it would if it was performed by customers themselves.
Please note that Data Refresh Dashboard selection automatically excludes:
- Engagements where Data Refresh daily cap was reached (One Data Refresh per day per engagement)
- Engagements where Data Refresh status is inactive (Customer has not accepted the new EULA or has not entered their credentials since Data Refresh was implemented).
This will limit the number of failures in Data Refresh upload process and helps Clients taking action accordingly quickly.