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Using the Customer Care Portal

Owned by Former user (Deleted)
Last updated: Apr 02, 2019
2 min read

The Customer Care portal of WSO2 Open Banking allows users to revoke consents on behalf of Payment Service Users (PSUs). To do this, log in as a user that has the Customer Care Officer role enabled. For more information on roles and the users, see Configuring roles and users.

How to create roles and users

  1. Sign in to the Identity and Access Management console (https://<HTTPS_OBKM_HOST>:9446/carbon). Use the default super admin credentials:

    Username: admin@wso2.com

    Password: wso2123

    The above credentials are used for demo purposes only. It is recommended to change them in a production environment.

  2. On the Main tab, click Identity > Users and Roles > Add > Add New Role and create the following user:

    DomainRolePermissions

    Internal

    CustomerCareOfficer

    		No permissions required.

  3. On the Main tab, click Identity > Users and Roles > Add > Add New User and create the following user:

    UserRoles
    ann@gold.comInternal/CustomerCareOfficer

  4. Click Finish.


Let's take a look at how you can access and sign in to the WSO2 Open Banking Customer Care portal. 

  1. Access the Customer Care portal using https://<HTTPS_OB_HOST>:9446/ccportal.

  2. Enter the username and password. Click Sign In and navigate to the Customer Care portal home page.

    You can use ann@gold.com as the username for testing purposes.

  3. The consent type is selected as Accounts by default. You can select between Accounts or Payments and filter the search results using the following parameters:

    • User ID: The user ID created for a PSU in the online baking application. This is the same ID used to generate the Consent ID.

    • TPP Application: The TPP apps authorized for the ASPSP are listed here. Select the TPP application that the PSU has given consent to.

    • Status: Select the consent status. Possible values for Accounts are: Received, Rejected, Partial Authorized, Valid, Revoked by PSU, Expired, Terminated by TPP. Possible values for payment consent are received or rejected.

    • Set Date Range: The date range for which the PSU’s consent is valid.

      Use one or more filter options and proceed to search.

      You cannot revoke a payment consent.

  4. Click Search. A list of search results is displayed as shown below. View the Account and Payment consent information by clicking the consent.

  5. Click Revoke.

    • The PSU can revoke the Consent ID by clicking Revoke with a reason for revocation.