XYB Console - Quick Start Guide
The XYB Console is your central workspace for building and operating financial products. It provides a visual interface for managing services, configuring product behavior, defining workflows, and assigning roles.
Parts of the Console
XYB Console provides a set of general features available to all users and core service areas like ledger, accounts, payments, or credit that are provisioned based on your business needs.
Click on the tabs below to learn more about each part of the Console.
The product configuration layer in the Console lets you define not just what the product is, but also how it behaves throughout its lifecycle. You can:
Create offerings like current accounts, savings products, or revolving credit lines, tailored to customer segments.
Predefine key settings such as supported currencies, interest or fee structures, transaction limits, and more so you can deploy at scale with consistency.
Link core services like ledger behaviors, coordinate types, and account states directly into product blueprints to automate financial operations.
Entities represent the core actors in your product ecosystem, such as customers, businesses, partners, and owners. In XYB, every financial relationship, transaction, or product is tied to an entity.
Classify Entity Types: Set up different entity roles like Customer, Business, Partner, or Owner based on their relationship to your financial product.
Capture Core Identity Data: Define required fields including names, personal or business identification (e.g., national ID, SSN), date of birth, contact details, and more.
Segment by Sector and Use Case: Tag entities by sector (e.g., fintech, retail) and segment (e.g., SMB, enterprise) to tailor product offerings and workflows.
The workflow engine in the Console allows you to design and automate operational processes across your financial stack. You can:
Build workflows for tasks like customer onboarding, identity verification, fund transfers, or payment approvals, reducing manual overhead.
Define custom logic and business rules that trigger based on system events, user actions, or external inputs.
Connect internal systems and third-party tools using configurable steps and conditions to orchestrate processes end-to-end.
The access control layer in the Console helps you manage who can do what across your environments. You can:
Define roles and permissions for team members based on responsibilities and environments (e.g., sandbox or production).
Apply fine-grained access controls across services, product configurations, and operational workflows.
Manage API keys and secure integrations with third-party systems using built-in tooling.
Console Set Up
Check out the video and detailed steps to understand how to set up the Console for your team.
1. Assign Roles and Permissions
When your Console is first provisioned, the super admin receives login credentials. This user is responsible for:
2. Verify Available Services
Next, confirm that the services you’ve opted into are active in your Console. To do this:
Navigate to Product Configuration < Services
Review the list of available modules
Typical services include:
Each service can be customized and integrated into your products. Once configured, those service settings are inherited by all products that use them.
3. Create Products with linked Services and Entities
After roles and services are in place, begin designing your business architecture.
Create entities: These represent your customers, business units, or legal entities.
Define financial products: Set up offerings such as savings accounts, credit lines, or payment wallets.
Configure workflows: Automate processes like onboarding, verification, fund transfers, or approvals using the Workflow Builder.
4. Monitor and Operate in Real Time
Once your products are launched, financial operators can use operational view to stay in control of daily activities:
Track Core Metrics: Monitor account balances, ledger postings, transaction histories, repayment statuses, and more in real time.
Access Operational Dashboards: Use prebuilt and customizable views to review service activity, customer behavior, and financial performance.
Perform Manual Adjustments: Make operational entries when needed (e.g., balance corrections, backdated ledger movements) in line with permissions and audit controls.
Additional Information
The XYB Console also supports orchestration workflows to simplify multi-step configurations. These orchestration flows allow you to:
Automate the setup of products and services
Pre-define rules, templates, and activation steps
Launch preconfigured product bundles quickly
Check out the video below to understand how you can create and manage products using orchestration tools.
Also check out:
Product ConfigurationsUnderstanding Entities in XYBWorkflows: Configure Operational Behaviors & AutomationsLast updated