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Update with organization direct debit guidance #111

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Update with organization direct debit guidance #111

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4 changes: 4 additions & 0 deletions docs/direct-debits/Api-Access.md
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Expand Up @@ -17,3 +17,7 @@ To access these APIs in Production you must complete the following steps to meet
3. The UI of the customer facing screens used to set up a Direct Debit mandate must be approved based on the [guidelines](./UI-Guidelines.md) outlined.
4. The minimum and maximum limits per payment must be agreed if the defaults are not suitable. By default the minimum amount per payment is £25 and the maximum is £2000.
5. When the Direct Debit APIs are available to you, the Dashboard Direct Debit information screens will also be made visible.

## Direct Debits for organizations (beta)

Direct Debits for organization accounts is currently in beta. If you need access for organization (non-individual) accounts, please speak to your tenant manager.
4 changes: 3 additions & 1 deletion docs/direct-debits/UI-Guidelines.md
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Expand Up @@ -10,6 +10,8 @@ Please note the designs for the UI of screens relating to Direct Debit payments

We would ask that you follow these guidelines as closely as possible. This will help avoid delay in gaining approval and also to prevent problems arising when regulators force change.

For organization accounts, Direct Debit screens should display the **company name** instead of the full name (e.g. on confirmation and success screens).

## Page 1 - Bank account capture

The first page must capture the back account to be used for the mandate. See the example below
Expand Down Expand Up @@ -58,7 +60,7 @@ The second screen must confirm back to the user the banking details they have en

This page must meet the following criteria:

- It must display to the user their full name, account name, account number and sort code so they can confirm they are correct.
- It must display to the user their full name (or company name for organization accounts), account name, account number and sort code so they can confirm they are correct.
- The user must be able to change or correct the account details if they are incorrect.
- It must display the users email address to be used for communication purposes.
- It must confirm that WealthKernel will appear on the users bank statement.
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