Dashboard overview

After completing signup, you’ll land on the Overview page in the Open Finance section in the navigation. This page will get you started on your journey to build your FDX-aligned API and launch your institution on Plaid’s network.

Integration Health provides real-time error logs and health metrics for your Plaid integration. You can search and filter error logs to investigate and troubleshoot issues your customers are experiencing.

Error: A request is classified as an error if Plaid encounters an error anywhere during account linking or data extraction while interacting with your API. Though errors often result from non-200 HTTP responses from your API, successful 200 requests to your API can be marked as errors.

Success: A request is classified as a success if Plaid does not encounter any errors during account linking or data extraction while interacting with your API.

Health: This metric represents the proportion of successful API calls relative to the total API calls made across your API's data resource endpoints. It is calculated as: (Number of successful API calls) / (Total API calls made)

Overview

Detailed logs

The Core Exchange section allows you to configure your institution, which involves configuring Plaid’s access to your API and also setting up your institution’s brand in Plaid Link.

There are three different institution configuration profiles that are available to you. Development and Staging can be configured to pre-production environments allowing you to test them via Validator. The Production configuration profile is designated only for your production environment.

Using the Brand Editor you can configure your logo, institution name, and institution URL.

If you are a Digital Banking Platform, then your Core Exchange section will have a slightly different view to support the many institutions that you might support as your customers.

The Permissions Manager section allows you to:

• Search by customer to view authorization details of their connections
• View detailed API docs
• Set up webhooks to get real-time alerts each time a customer connects to or revokes access from a new application

Lookup

API docs

Webhook configuration

The App Directory section displays details about the apps your customers are connected to, including categories and number of connections. You can also view docs for App Directory’s FDX-aligned API.