There are some strict guidelines from SAMA that you will need to comply with around explaining to your customers the data they are sharing. In order to do this you will need to choose one of the following 2 options:

1. Build your own screen
2. Use Lean's standard screen

Building your own screen

Before you take your customer to the account connection step via the LinSDK (step explained in the guide on Connecting an account), you will need to show them a screen that explains to them what data they are sharing and with whom. The specifics of this screen are explained in the guide on SAMA requirements for bank account connections.

Using Lean's standard screen

You can use Lean's standard screen which is fully compliant. Once you set it up and enable it, it will be automatically shown before the user is prompted to connect their bank account. The screen supports both English and Arabic and adapts to your specific use case.

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You cannot use this screen if you are

• Sharing the data you are retrieving with any third party OR
• Charging the customer for using Open Banking

Please refer to the section Building your own screen if you meet any of the above conditions.

Enabling the screen

When you call the Lean.connect() method in your frontend (explained in more depth in the guide on Connecting a bank account), you will need to set the parameter show_consent_explanationto true for the screen to be showed to your customers.

The screen

The screen looks something like the following interactive example.

As you can see there are 4 things that will change depending on your specific use case:

1. access to, access from and expires dates
2. list of data points under What data are you sharing?
3. Benefit statement and Purpose statement
4. Brand name and Legal name

Configuring the screen

Access to, access from and expires dates

These values will be automatically taken from the values you set in the Lean.connect method for access_to(access to date) and access_from(access from and expires dates). For more details on how these values are set see the guide on Setting the timeframes.

List of data points

Both the data clusters and permissions details under What data are you sharing? will be set based on the permissions that you set when calling Lean.connect. Which ones are shown is based on the criteria explained in the guide on SAMA requirements.

Purpose and Benefit statement

You will need to navigate in the Lean dashboard to the Settings tab where you will need to fill in the Purpose statement (in English and Arabic) and the Benefit statement (in English and Arabic). Make sure you save the changes after filling in.

Brand name and Legal name

You will need to navigate in the Lean dashboard to the Settings tab where you will need to fill in the Application name (in English and Arabic), which must correspond to your brand name, and the Legal name (in English and Arabic), which must correspond to the name you are legally registered with. Make sure you save the changes after filling in.