⚠ PROTOTYPE — fake data, no live integrations · for design review only
JD
jane.doe@scu.org
Members
SCU members linked through Plaid · 1,284 total
MemberMember #Inst.Accts.Last activityStatus

Sarah Johnson

Member #382194 sarah.j@email.com +1 (555) 014-2233 Linked Plaid: Mar 12, 2025
2 institutions
3 accounts
Chase
Linked Mar 12, 2025 · ✓ healthy
Metrics
Aggregate health of Plaid integrations · last 24h
Active members
1,284
+12 this week
Items needing re-auth
23
+5 since yesterday
Failed syncs (24h)
7
3 unique members
Total accounts
3,402
across 47 institutions
DateMemberInstitutionMetricValueStatus
Apr 30Sarah JohnsonChaseDaily transactions14success
Apr 30Marcus LeeBank of AmericaIdentity sync1success
Apr 30Sarah JohnsonWells FargoDaily transactions3success
Apr 30Patricia ColeCitiItem statusitem_login_required
Apr 30Diego RamosUSAADaily transactions0error · ITEM_NOT_FOUND
Apr 29Aisha PatelChaseIdentity sync1success
Apr 29Sarah JohnsonChaseDaily transactions11success
Apr 29Marcus LeeBank of AmericaDaily transactions22success
Logs
Application logs from plaid-service, plaid-reporting-service, and plaid-admin-api
Users
SCU staff with access to this dashboard · synced with Zitadel
JD
Jane Doe
jane.doe@scu.org · Last active 2m ago
admindeveloper
You
ML
Marcus Lee
marcus.lee@scu.org · Last active yesterday
ops
PR
Priya Raman
priya.r@scu.org · Last active 3 days ago
ops
AC
Alex Chen
alex.c@scu.org · Inactive · invited Apr 12
pending inviteops
API Credentials
M2M OAuth clients that consume plaid-service · backed by Zitadel
🔐
Mobile App — Production
client_id m2m_4f8a91... · Created Jan 14, 2026 by user dmb
scope:readscope:linkscope:transactions
🔐
Online Banking — Production
client_id m2m_a9b21c... · Created Mar 02, 2026 by user dmb
scope:readscope:link
🔐
Mobile App — Sandbox
client_id m2m_test01... · Created Dec 09, 2025 by user dmb
scope:readscope:linkscope:transactionsscope:debug
Configured scopes
Available when creating a new client. Configured in Zitadel project.
scope:read scope:link scope:transactions scope:identity scope:webhook scope:debug
Settings
Operational defaults for the Plaid Admin Portal
Auto-archive expired hosted links
Records of expired hosted links are archived from the active list after this many days.
Default SMS link lifetime
Plaid's default is 24 hours. Used when ops doesn't override.
Default email link lifetime
Plaid's default is 7 days.
Ops notification email
Where audit summaries and batch failures get sent.
Sandbox Tools
Carry-over from plaid-test-app · visible only to developer role
M2M token (scope: root)
eyJhbGciOiJSUzI1NiIsImtpZCI6IjI4OTAyMzc4OTAzMSI...
{
  "iss": "https://auth.csp-dev.servicecu.org",
  "aud": "plaid-service",
  "scope": "root",
  "exp": 1735000000
}

Send hosted link

Chase · Sarah Johnson
↻ Re-authenticate
+ New connection
Replaces the existing item's access token. Member sees their current institution pre-selected.
📱 SMS
✉ Email
🔗 Copy URL
Plaid sends the link directly. Default lifetime: SMS 24h · Email 7d (override in Settings).
Pre-filled from member profile.

Edit account nickname

Chase · Checking ····4892
Visible to ops in the dashboard. Member-facing labels in Online Banking are unaffected.