Connection Wizard overview page

To access the Connection Wizard overview page, click TECHNICAL OPS > Connection Wizard in the left-hand navigation pane.

The overview page of Connection Wizard provides a list of the environments that the DFSP can connect to during the course of their onboarding journey.

connection wizard overview page
Figure 1. Connection Wizard overview page

For each environment, the overview page displays:

  • A status indicator with colour coding, showing whether connection to a particular environment has started, is in progress, or has completed.

  • A progress indicator showing how close to completion the connection process is (expressed in percentages).

  • A View Details button that takes the user to a page with a detailed break-down of steps to be carried out in that particular environment.

Clicking an environment on the overview page displays the phases that have to be completed in order for connection to happen.

connection wizard overview page detailed
Figure 2. Connection Wizard overview page, detailed view

For each phase, the overview page displays:

  • A status indicator with colour coding showing whether a particular phase has started, is in progress, or has completed.

  • A progress indicator showing how close to completion the phase is (expressed in the number of steps completed out of the total number of steps).

  • An Open Phase button that takes the user to a page with a detailed break-down of steps to be carried out in that particular phase.