Bank Feeds - Timing

1

Yo,

When do your bank feeds run? Roughly?

Cheers

Jon

2

Hi Jon,

The answer to your question depends on the type of bank feed you have.

Some bank feeds require multi-factor authentication (MFA) whereby the
customer needs to provide a security token, typically from a card-reader or
code generating fob.
For these feeds, customers have to manually press the “Import New
Transactions” button in FreeAgent, providing the MFA token at runtime, to
trigger an import.

Other banks use a repeatable set of security questions for access to online
banking, allowing for automated imports without customer intervention.
For these feeds, FreeAgent imports from our feed provider (Yodlee) around
3am each morning.

I hope this helps!
Dave JOn 5 April 2016 at 12:16, Jon Free jon.free@wastesource.co.uk wrote:

Yo,

When do your bank feeds run? Roughly?

Cheers

Jon

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David Jones
Support Engineering Team Lead

FreeAgent

3

Hi Jon,

Just a word of warning, the 3am schedule is an indicator of our current
workflow.

I can’t promise this won’t change in time, perhaps opting to schedule our
imports across 24 hours (in sync with Yodlee’s data aggregation, for
example).

I just thought I’d made this clear before you develop a hard-dependency on
6am data availability.

Thanks,
DaveOn 5 April 2016 at 12:36, Jon Free jon.free@wastesource.co.uk wrote:

It’s only the automated ones I was interested in. Thanks for the info,
I’ll work my logic in around 6am then!

On 5 April 2016 at 12:34, David Jones david.jones@freeagent.com wrote:

Hi Jon,

The answer to your question depends on the type of bank feed you have.

Some bank feeds require multi-factor authentication (MFA) whereby the
customer needs to provide a security token, typically from a card-reader or
code generating fob.
For these feeds, customers have to manually press the “Import New
Transactions” button in FreeAgent, providing the MFA token at runtime, to
trigger an import.

Other banks use a repeatable set of security questions for access to
online banking, allowing for automated imports without customer
intervention.
For these feeds, FreeAgent imports from our feed provider (Yodlee) around
3am each morning.

I hope this helps!
Dave J

On 5 April 2016 at 12:16, Jon Free jon.free@wastesource.co.uk wrote:

Yo,

When do your bank feeds run? Roughly?

Cheers

Jon

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–
David Jones
Support Engineering Team Lead

FreeAgent

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Jon Free

WasteSource http://www.wastesource.co.uk/

07931 925 257 <07931+925+257>| 0117 205 0259

wastesource.co.uk http://www.wastesource.co.uk/ | @wastesource
https://twitter.com/#!/WasteSource

Office 4, Tobacco Factory, Bristol, BS3 1TF

Information in this email is confidential and intended for the sole use of
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sender.

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David Jones
Support Engineering Team Lead

FreeAgent

4

It’s only the automated ones I was interested in. Thanks for the info, I’ll
work my logic in around 6am then!On 5 April 2016 at 12:34, David Jones david.jones@freeagent.com wrote:

Hi Jon,

The answer to your question depends on the type of bank feed you have.

Some bank feeds require multi-factor authentication (MFA) whereby the
customer needs to provide a security token, typically from a card-reader or
code generating fob.
For these feeds, customers have to manually press the “Import New
Transactions” button in FreeAgent, providing the MFA token at runtime, to
trigger an import.

Other banks use a repeatable set of security questions for access to
online banking, allowing for automated imports without customer
intervention.
For these feeds, FreeAgent imports from our feed provider (Yodlee) around
3am each morning.

I hope this helps!
Dave J

On 5 April 2016 at 12:16, Jon Free jon.free@wastesource.co.uk wrote:

Yo,

When do your bank feeds run? Roughly?

Cheers

Jon

–
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–
David Jones
Support Engineering Team Lead

FreeAgent

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Jon Free

WasteSource http://www.wastesource.co.uk/

07931 925 257 <07931+925+257>| 0117 205 0259

wastesource.co.uk http://www.wastesource.co.uk/ | @wastesource
https://twitter.com/#!/WasteSource

Office 4, Tobacco Factory, Bristol, BS3 1TF

Information in this email is confidential and intended for the sole use of
the addressee/s. Access, copying, disclosure or re-use, in any way, of the
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5

I fully understand that you could tweak this as any point! It’s not an
essential function and we’d know if you changed pretty quickly anyway.

Thanks for the warning though…On 5 April 2016 at 12:44, David Jones david.jones@freeagent.com wrote:

Hi Jon,

Just a word of warning, the 3am schedule is an indicator of our current
workflow.

I can’t promise this won’t change in time, perhaps opting to schedule our
imports across 24 hours (in sync with Yodlee’s data aggregation, for
example).

I just thought I’d made this clear before you develop a hard-dependency on
6am data availability.

Thanks,
Dave

On 5 April 2016 at 12:36, Jon Free jon.free@wastesource.co.uk wrote:

It’s only the automated ones I was interested in. Thanks for the info,
I’ll work my logic in around 6am then!

On 5 April 2016 at 12:34, David Jones david.jones@freeagent.com wrote:

Hi Jon,

The answer to your question depends on the type of bank feed you have.

Some bank feeds require multi-factor authentication (MFA) whereby the
customer needs to provide a security token, typically from a card-reader or
code generating fob.
For these feeds, customers have to manually press the “Import New
Transactions” button in FreeAgent, providing the MFA token at runtime, to
trigger an import.

Other banks use a repeatable set of security questions for access to
online banking, allowing for automated imports without customer
intervention.
For these feeds, FreeAgent imports from our feed provider (Yodlee)
around 3am each morning.

I hope this helps!
Dave J

On 5 April 2016 at 12:16, Jon Free jon.free@wastesource.co.uk wrote:

Yo,

When do your bank feeds run? Roughly?

Cheers

Jon

–
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Groups “FreeAgent API” group.
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–
David Jones
Support Engineering Team Lead

FreeAgent

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–
Jon Free

WasteSource http://www.wastesource.co.uk/

07931 925 257 <07931+925+257>| 0117 205 0259

wastesource.co.uk http://www.wastesource.co.uk/ | @wastesource
https://twitter.com/#!/WasteSource

Office 4, Tobacco Factory, Bristol, BS3 1TF

Information in this email is confidential and intended for the sole use
of the addressee/s. Access, copying, disclosure or re-use, in any way, of
the contents of this email by anyone other than the addressee/s is
unauthorised. I accept no legal responsibility for the content of the
message. If you have received this email in error, please return it to the
sender.

–
You received this message because you are subscribed to the Google Groups
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For more options, visit https://groups.google.com/d/optout.

–
David Jones
Support Engineering Team Lead

FreeAgent

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Jon Free

WasteSource http://www.wastesource.co.uk/

07931 925 257 <07931+925+257>| 0117 205 0259

wastesource.co.uk http://www.wastesource.co.uk/ | @wastesource
https://twitter.com/#!/WasteSource

Office 4, Tobacco Factory, Bristol, BS3 1TF

Information in this email is confidential and intended for the sole use of
the addressee/s. Access, copying, disclosure or re-use, in any way, of the
contents of this email by anyone other than the addressee/s is
unauthorised. I accept no legal responsibility for the content of the
message. If you have received this email in error, please return it to the
sender.