Setting Up MyBank Demo

To complete the MyBank Demo use case scenarios, you need to prepare the MyBank Demo environment.

Before you begin

• Ensure that you have completed your registration to the Community Portal (see Registering to the Community Portal).

Setting up MyBank Demo

Configuring MyBank Demo

1. On the MyBank Demo website click the Settings icon.

2. Configure the general demo settings in the General tab:

   1. Select Display Error Popups if you want error messages to be displayed.

   2. Select Display Settings Ribbon if you want the settings ribbon to be displayed, which contains the tenant ID and the fingerprint currently being used in the demo.

   3. Select Enable Corp Mode to start the demo in corporate banking mode instead of personal banking mode.

      If you select this option, the Business Banking Account page will be the start page of the MyBank Demo website.

   4. Select Use Registration Mock License to use the sample driver's license to pre-populate the form fields with the information from the driver's license. If you chose not to scan the driver's license, the form fields are empty. Fill the form manually.

   5. Select Display Intelligent Adaptive Authentication to enable authentication using Intelligent Adaptive Authentication.

   6. Select Display OneSpan Sign to enable OneSpan Sign.

3. Configure the TID settings in the TrustedIDentity tab:

   1. Select Enable IAA Notifications if you want to receive push notification messages in your mobile app.

   2. In the Trusted Identity Developers Tenant ID field, specify your TID sandbox user name. The user name is case-sensitive.

   3. Change the PC fingerprint. Type the value manually or click the Generate button.

      Entering a fingerprint will cause the Risk Analytics back-end service to identify this web browser as a new device and to trigger any rule associated with it.

      There is no limit to the size of the fingerprint value.

4. Click Save. Your settings are added to the MyBank Demo website URL.

After saving any settings, update your bookmark to ensure you will not have to change the settings again.

Downloading the OneSpan TID IAA Mobile Demo App

You can download the OneSpan TID IAA Mobile Demo App in the course of Use case scenario: Account opening. During the last step of this use case scenario, after completing the digital signature, you will receive an email with a link to download the app.

Downloading the OneSpan TID IAA Mobile Demo App

1. Download the demo mobile app.

   The demo mobile app is not available via the official app stores and must be downloaded manually.

2. If required, allow installations from unknown sources on your mobile device to install the demo app. This step depends on your mobile device's platform and version.

3. On your mobile device, install the application package.

4. Disable the option to allow installations from unknown sources on your mobile device.

Downloading and installing the OneSpan TID IAA Mobile Demo App on iOS

1. On your computer, download the ZIP file of TIDDemo.ipa. Do not extract the ZIP file.

2. On your computer, download iMazing and sign in with your iCloud credentials.

3. Connect your iPhone with your computer. It should connect to your iMazing account, and you will be able to view your mobile information on your computer.

4. Under your iPhone, click Apps.

5. Click Manage Apps at the bottom of the application, and then sign in to your account again.

6. Switch to the Device tab.

7. Click on the down arrow, and click Install .IPA File. Navigate to the location of the IPA file.

   The IPA file is now downloaded and installed on your iPhone.

8. On your iPhone, verify that the app was correctly installed.

9. On your iPhone, open the Settings app and go to General > Device Management.

10. Trust the VASCO DATA SECURITY FRANCE SAS entity.

The OneSpan TID IAA Mobile Demo App is now ready for use.

Administrating MyBank Demo user data

You can administrate your local users on the Admin Page of the MyBank Demo website. This page contains the data of all users registered with the local computer.

You can register and activate multiple users per web browser. Some functionality is limited when more than one user is registered and flagged as activated on the same computer in the same web browser.

Users are created as a cookie locally. Deleting your cookies will delete the user locally but not remotely. Avoid deleting your web browser cookies manually.

If no users are registered, the Admin Page will be empty.

For an overview of the user data available on the Admin Page, see Admin page fields.

Administrating your MyBank Demo data

1. On the MyBank Demo website click the Settings icon.

2. Click Click here to go to the site admin page.

3. View, edit, or delete user data:

   • To view information about a particular account, click the account's email address.

   • Fields are editable for advanced users.

Signing up to gravatar.com

Gravatar is a service allowing you to create a globally unique avatar image that follows you across multiple sites to identify your posts.

You can sign up with the email address used to register with the Community Portal.

You can also register multiple email addresses with one account. Each email address can be associated with a different avatar/image.

During sign-up and when viewing account details on the MyBank Demo website, the first name, the last name, and the image are retrieved from gravatar.com.

Additional considerations

For best results with the MyBank Demo website and the OneSpan TID IAA Mobile Demo App, follow these recommendations:

• Use Google Chrome to show the MyBank Demo website.

• For the OneSpan TID IAA Mobile Demo App, to display it on a screen, there are multiple options:

  • APowerMirror: A third-party application that you can use with Android and iOS devices. For best results, connect the mobile phone to the PC via a USB cord. The computer and the mobile phone can be on the same WiFi connection.

    This is the recommended solution for Android and iOS (https://www.apowersoft.com/phone-mirror)

  • TeamViewer: A third-party application that you can use with Android and iOS devices (not all features work on iOS). Before you can use it, you need to create a TeamViewer account. Both the computer and the mobile phone must have internet connection (https://www.teamviewer.com/en/download/ios/)

  • AirPlay (iOS only): AirPlay is supported by newer TVs and TV consoles (like Apple TV). This option will not show the OneSpan TID IAA Mobile Demo App and the web browser at the same time.

    If you are on a Mac, AirPlay can be used alongside your web browser.

  • ChromeCast (Android only): ChromeCast is supported by newer TVs and TV consoles (like Amazon FireTV or Google ChromeCast). This option will not show the OneSpan TID IAA Mobile Demo App and the web browser at the same time.

Additional tasks

If you want to complete the use case scenarios involving OneSpan Sign, you need to complete the setup for OneSpan Sign:

• Create OneSpan Sign templates to use in the scenarios (see Creating OneSpan Sign templates).

• Configure OneSpan Sign settings on the demo website (see Configuring OneSpan Sign settings).

Creating OneSpan Sign templates

A template enables you to predefine signers, documents, and signature fields for future use. Templates can help you automate future transactions.

Before you begin

• Sign up for a Developer Sandbox account at https://sandbox.esignlive.com

Viewing existing documents

For the purposes of this demo the following documents will be used:

• New Account Signing

Creating OneSpan Sign templates

Creating a template

1. Click New Template at the top of the Templates page. The Create New Template page appears.

2. Configure the following fields on that page (you may configure other, optional fields if you like):

   • Name: Type a unique name for the new template. This is a required field.

   • Share template: This is a toggle switch that determines if your new template will be available to other users on your account. By default, this switch is off. Turn it on.

3. Click Create.

4. If you do not want to include an Electronic Disclosures and Signatures Consent document with your template, click the menu next to the existing Electronic Disclosures and Signatures Consent and select Remove.

5. Click Add Document and select the document to use as a template

6. Click Add Recipient to create a signer. For the purposes of this demo, the only recipient that should be added is a placeholder recipient named Signer 1. Once you have finished configuring your signer, click Next.

7. In your document add the following fields, as shown below (image may differ, depending on the document you select):

   • A Signature field

   • A Signing Date field

     

8. Click Done.

Obtaining a transaction ID

1. Log in to https://sandbox.esignlive.com.

2. Click Transactions or Templates.

3. Find or create the transaction/template you would like to use.

4. View the finalized transaction/template and note down the transaction ID in the URL. The ID is the last part of the URL:

   https://sandbox.esignlive.com/a/transaction/transaction-id

Configuring OneSpan Sign settings

Configuring OneSpan Sign settings

1. On the MyBank Demo website click the Settings icon.

2. Configure the OneSpan Sign settings in the OneSpanSign tab:

   1. Type the OneSpan Sign developer API key from the sandbox environment. To find your API key, select the Admin tab, and then API Access.

   2. Select the OneSpan Sign region.

   3. Type the OSS onboarding form ID.

      This form is used with Use case scenario: Account opening.

   4. Type the OSS e-consent form ID.

      This form is used with Use case scenario: Quick balance .

   5. Type the OSS wires form ID.

      This form is used with Use case scenario: Commercial external electronic signature wire transfer.

   For more information, see Creating OneSpan Sign templates.

3. Click Save. Your settings are added to the MyBank Demo website URL.

Next steps

After registering successfully to the Community Portal and setting up MyBank Demo, you can start exploring the interactive demo with the first use case scenario (see Use case scenario: Account opening).