Testing with Yodlee

This document provides step-by-step instructions on manually testing the request flow using the EDGE Portal.

Steps to Test

1. Login to the Edge Portal
2. Navigate to the "Requests" page in the EDGE Portal
3. Create a new request
4. Enter the required information on the request page, including your internal consumer ID
5. Fill in all required fields marked with an asterisk
6. Ensure all mandatory details are correctly entered
7. Click the "Submit" button to process the request

Connecting to Dag Site:

1. Copy the generated URL (located on the Request page under "Connection Link")
2. Paste the URL into your browser
3. Verify Landing Page
4. Click the "Connect" button

5. Search for "Dag Site"
6. Confirm that it redirects to the bank's login page.
7. Use the credentials below to access Dag Site:
   E-mail: edgetest.site16441.2
   Password: site16441.2**

How to search for a request:

1. Go to the requests page in the Edge Portal
2. Enter the consumer ID you are looking for in the filter on the right-hand side and press enter.
3. Click view on the corresponding line item