Release notes

Activity statuses

Released over the last week:

  • Activity status changes: An activity will now show as ‘connected’ only when there is data available for that activity. We’ve also added some help text to ensure Konsole users understand different states.
  • Data source statuses: Given a candidate can attempt to connect to multiple data sources, we’ve added labels to help you understand why data is unavailable
  • Cancelled requests: we’ve fixed an issue to ensure cancelled requests are visible in the Konsole, even when a filter is being used
  • Konsole filtering: improved responsiveness when using the ‘sort by requested date’ function

 

Deep-dive 1: Activity Statuses

We’ve made changes to ensure that we’re as accurate as we can be when showing whether a candidate has connected data or not. This means that depending on the activity type, we will now only display an activity as ‘connected’ where there is sufficient information available.

  • For Employment activities, this means having visibility of payroll data, and/or income data from at least one bank account.
  • For Gap in Employment activities, this means having visibility of either spending or income data from at least one bank account.

We have also added a tooltip next to the connection status to help you and your team understand what the status means.

 

Deep-dive 2: Data Source Display

We’ve added labels to each data source the user attempts to connect to give you further insight into why data is not available. The possible labels you might see are as follows:

  • “Candidate attempted to connect” – The candidate attempted to connect to the data source but was unsuccessful. For example, they may have provided incorrect log in credentials
  • “Candidate didn’t attempt to connect” – The candidate didn’t attempt to connect to a data source to verify this activity
  • “Data not found” – The candidate connected to the data source, but the source did not have sufficient data for the period being verified. For example, their bank only provides 2 years of transaction data
  • “Account not connected” – If the data source isn’t connected for any other reason

Credit packages

Released over the last week:

  • Credit packages: we’ve introduced enhanced visibility for our clients that have bought credit packages with Konfir
  • Connecting multiple bank accounts: we’ve introduced logic to handle an edge case where a candidate attempts to connect the same bank account more than once
  • Security improvements

 

Deep-dive: Credit packages

We’ve recently introduced credit packages to our clients, whereby set volumes of successful connections can be purchased in advance. To support this, we have added functionality to the Konsole to allow clients with credits to keep track of usage.

Multiple bank accounts, Payroll updates, and filtering

Some highlights from what we’ve released:
  • Connecting multiple bank accounts: candidates can now voluntarily connect more than one account, all within the same journey using Konfir’s Open Banking Module
  • Payroll integration for recent employment activities: our Payroll Credentials Module is now usable for both current employment activities, and historical employment activities that ended in the last 6 months
  • SMS Updates: We’ve changed the content of the SMS invites we send to candidates. These will now include a link to Konfir so that candidates can learn more about Konfir prior to entering the Konfir journey
  • Usability improvement to the results page in Konsole to help view all data at the same time
    Improved filtering on the Transactions page: you can now order by amounts
  • Data configuration update: to support data minimisation, you can now decide whether or not you want to pull ‘amounts’ (£ values) via our Open Banking module
Deep-dive 1: Connecting multiple bank accounts

When a candidate connects their bank account via the Konfir Open Banking module, the data returned to the Konfir Konsole can be used to verify Employment or Gap in Employment activities

Our research suggested that increasingly, people in the UK have multiple bank accounts where, for example, one is used for spending, and another is used for bills and/or salary. We’ve now made it possible for candidates to connect more than one bank account to ensure a full picture of any given activity period is provided when using Konfir.

Deep-dive 2: Payroll Integration Module

Previously, our payroll integration module only supported current employment activities. We have now expanded this functionality to historical employment activities that have an end date in the last 6 months. We, therefore, expect to see a higher usage rate of our payroll data sets going forward which will result in more granular data being provided to our clients more frequently. 

Deep-dive 3: Filtering on the transactions page

A couple of weeks ago, we released the new Income Display view and Transactions page. Since then, we have introduced improved filtering so that you can search for transaction amounts from a certain threshold.

Income Display

What’s changed?
  • When a candidate connects their bank account via the Konfir Open Banking module, the data returned to the Konfir Konsole can be used to verify Employment or Gap in Employment activities
  • We’ve made the data display page on the Konsole clearer, and you can now view individual income transactions received into a candidate’s bank account for every income source for each activity.
Why was it changed?
  • Previously, Konfir grouped income data into a single summary line. Our research showed that visibility of the first and last payment via Open Banking for each income source was fundamental in using banking information to evidence employment.
  • The new screen also allows you to filter by income based on the £ value so that you can easily assess whether declared or undeclared income sources require further investigation
Part 1: Data summary in Konsole
  • Income (or credit data) visible in a candidate’s bank account is now split per income source, and every transaction per income source can be viewed via the ‘View all’ button to the right of each income source found.
Part 2: Transactions page
  • Clicking ‘View all’ for one of the income sources will take you to a new ‘Transactions’ page, where you can see each of the payments received by the candidate within an activity period. When you land on the Transactions page, you’ll be able to filter by:
    • Payer name: to view different income from different sources all in one place
    • Bank name: in case the candidate has connected more than one bank account
    • Amount from: to only view income amounts from a certain threshold.
  • Importantly, if you don’t need data, we won’t display it so you can always ensure your organisation is compliant with GDPR data minimisation.
  • If the activity is a gap in employment, you may also request spending data via Konfir. Towards the top of the Transactions page, you can easily toggle between income and spending.