Create your own dashboard

Summary

The Assess Dashboard supports a number of different affordability use-cases, and integrating the API alongside the dashboard may help to bridge the gap on the remaining parts that don't come out-of-the-box (e.g. automatically reviewing applications based on the customer's transactional data, so the dashboard view remains less cluttered and is only used for manual intervention).

But you may want to build your own self-hosted dashboard using the Assess API in order to extend it for custom functionality that is not presented in our UI (e.g. using custom metadata fields in the customer's application for presentation and sorting; using a different set of groups for defining essential vs non-essential spending, etc...).

Follow the links below to learn how to use our APIs to build out the primary workflows in the dashboard, which you can extend for your own bespoke uses.

• Getting up to speed on Bud's categorisation and aggregations for Assess;
• Initiating and managing customer applications via the API;
• Leveraging the common aggregations Assess provides; and
• Creating your own customer groupings for personalised aggregations.