Credit Bureau; new Akahu Apply Bank Account Enquiry service

The Akahu Apply Bank Account Enquiry service is now available.

Cost Centre

To configure the Cost Centre you will need the an API Key from Akahu.

NOTE: There is no TEST environment available, but you can set up different credentials to use for testing so as to keep it separate from PRODUCTION. For more information, please talk to your Dealer or directly to Akahu.

On the Options page you can specify the following:

• Requested Days - the number of days of transactions to download (30 to 365).
• Allow Manual Uploads - specify whether the application can upload PDF statements to the service.
• Redirect URL - a page to return the applicant to once they have completed the bank data journey.
• NOTE. This must be a fully qualified HTTPS URL e.g. https://www.intersoft.co.nz/
• The Email and SMS documents that are sent to applicants to complete the bank data journey can also be specified.

Bank Account Enquiry

When using the Akahu Bank Account Enquiry service the "Sharing Request Workflow" is used. Once the process has started it is automated via the Pending Services Wizard. Alternatively, users can click the "Get Report" button on the Summary Page report to progress the report through each stage of the workflow.

NOTE, depending on timing and how much data has to be processed, users may have to click the "Get Report" button multiple times to complete the full workflow.

The "Sharing Request Workflow" can be summarised as:

• An Application is created.
• A Sharing Request is created.
• This can be sent to the applicant using the Email and SMS document specified in the Cost Centre.
• The applicant can allow access to their bank account and optionally upload any bank statements.
• Upon completion, the application will be redirected to the URL specified in the Cost Centre.
• Once the Sharing Request has been completed, a new Report is generated.
• Once the Report has completed, the following data is retrieved:
• Data Sources
• Accounts
• Transactions
• Insights
• NOTE this needs to be enabled by Akahu
• The HTML Report is downloaded.
• All Application document Data Sources are downloaded.
• The original Bank Account Enquiry is marked as Complete.
• The Application is marked as Archived.
• Archived applications will be retained for your organisation's retention period (default 90 days) before being permanently deleted.
• You can continue to access an Application while it is Archived. However, an Archived Application is effectively immutable and cannot have more data Resources added.
• An application can be restored from Archive during the retention period if you change your mind.

For more information please contact Akahu and your Intersoft dealer.

The following Summary Page has been added:

• SummaryPage2_BankAccountEnquiryReport_Akahu
• Version: 1.00 (18/03/2026)