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Finance Assistant Overview

Operator home is the merchant record, not a script URL.

  1. Open the merchant → Overview → Features matrix.
  2. On the Finance Assistant row, click the cog. That opens Finance Assistant Settings (not a fifth merchant tab).
  3. Read submitted rows on the merchant Enquiries tab, or click Enquiries in the Settings header.

Settings header buttons: Enquiries, Back to Merchant, Back to Merchants. Skip links on the form: ↓ Skip to Zopa settings and ↓ Skip to Propensio settings.

Credentials, Save chrome, and Reload live on that Settings view. Save Snap settings, Save Zopa settings, Save Humm settings, Save Propensio settings, and Save product description settings each write one section. Save all settings publishes every section. Footer Reload discards unsaved edits. Full field list and toasts: Lender Apply start. Zopa webhook token and vertical ID: Bon Voyage and Zopa Start.

Shopper path those settings turn on:

  1. Calculator
  2. Enquiry page
  3. Bon Voyage
  4. Lender launch

Headless Propensio skips the enquiry page and Bon Voyage screen, not the start API. Apply/Share still start a real Propensio application. See Lender Apply start.

Do not paste secrets onto this public page. Credential secrets are write-only (Leave blank to keep existing).

Settings and Enquiries​

Finance Assistant Settings holds Snap / Zopa / Humm / Propensio credential rows, product-description logic, and the per-section Save buttons. Open it from the Features cog on Merchant Page Editing. The Finance Assistant API key on the Overview card is a different control (Copy heals a missing merchant user). See Merchant users & FA keys.

Staff ledger across merchants: Applications. Lender start (Zopa, Propensio, Snap, Humm) mints a FinMatch reference (M{merchant}-P{partner}-R{sequence}) on that hop. Credit status notification email is still off.

Enquiries is the operator table for those submissions: Timestamp, Customer, Lender, Credit Product, Purchase, Loan Amount, Status. Credit Product is our calculator snapshot, not “what Propensio received”. Agreed column behaviour that is not live yet: Admin Enquiries: Credit Product column.

Form fields the shopper fills: Enquiry Page.

Runtime notes​

These scripts render the shopper journey. Operators do not deploy them from Admin. Production source of truth:

https://storage.googleapis.com/finmatch-p/scripts/

  • finance-container.js — calculator state and finance values
  • finance-assistant.js — enquiry submit and Bon Voyage transition
  • enquiry-page.js — form fields and validation
  • bon-voyage.js — lender start handoff (Snap, Zopa, Humm, Propensio)
  • start-finance-application-registry.js / start-finance-application-request-builders.js — lender start payloads

Canonical URLs:

  • https://storage.googleapis.com/finmatch-p/scripts/finance-assistant.js
  • https://storage.googleapis.com/finmatch-p/scripts/enquiry-page.js
  • https://storage.googleapis.com/finmatch-p/scripts/bon-voyage.js

End-to-end after the shopper submits enquiry:

  1. finance-assistant.js builds startFinanceApplication and renders Bon Voyage.
  2. bon-voyage.js launches:
    • Snap: /api/lenders/start/snap/finance-application
    • Zopa: /api/lenders/start/zopa/finance-application
    • Humm: /api/lenders/start/humm/finance-application
    • Propensio: /api/lenders/start/propensio/finance-application
  3. The browser calls merchant financeAssistantProxyUrl (Cloudflare worker), which forwards to Cloud Run Finance Assistant.
  4. Cloud Run validates merchant auth, loads merchant config, and returns lender launch data.
  5. Bon Voyage opens the lender widget or redirect.

Example: finmatch.io Zopa launch​

FM-1234-5678-9102 (finmatch.io) launches Zopa from Bon Voyage.

  • merchantID: FM-1234-5678-9102
  • merchantDomain: finmatch.io
  • financeAssistantProxyUrl: https://finance-assistant-proxy.james-84d.workers.dev/
  • lenders[] includes zopa
  • Zopa credentials sit in merchant profile config (zopa.sandbox / zopa.live) via Admin Zopa Settings, not in frontend runtime files.
  • Bon Voyage calls the merchant proxy URL plus /api/lenders/start/zopa/finance-application
  • Cloud Run returns hash (Vendigo base64.hmac) and widgetScriptUrl (.../js/widget/app.js)
  • The browser loads the script and opens the Vendigo widget with that hash

That is a Finance Assistant Bon Voyage launch, not a static applyFinanceUrl redirect.