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* add initial pages for Bank Sync and Lunch Flow * update breadcrumbs on Lunch Flow page * update content for Lunch Flow page * add norefeerrer to Github link * update lunch flow url * nest lunch_flow resource under bank_sync * add a provider link partial * remove trailing whitespaces * update providers style to match merchants page * remove separate lunch flow page * fix hover on dark mode * point lunch flow to custom sure landing page * [i18n] Bank Sync label * [i18n] API Keys * [i18n] Self-Hosting consistency * Security breadcrum, not "securities" default --------- Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
1.2 KiB
1.2 KiB
Account, Merchant and Security Logos
Sure has integration with the Brand Fetch Logo Link service to provide logos for accounts, merchants and securities. Logos are currently matched in the following ways:
- For accounts, Plaid integration for the account is required and matched via FQDN (fully qualified domain name) from the Plaid integration
- For merchants, OpenAI integration is required and automatically matched to the merchant name and matched via FQDN
- For securities, logos are matched using the ticker symbol
Note
Currently ticker symbol matching cannot specify the exchange and since US exchanges are prioritized, securities from other exchanges might not have the right logo.
Enabling Brand Fetch Integration
A Brand Fetch Client ID is required and to obtain a client ID, sign up for an account here.
Once you enter the Client ID into the Sure settings under the Self-Hosting section, logos from Brand Fetch integration will be enabled.
Alternatively, you can provide the client id using the BRAND_FETCH_CLIENT_ID environment variable to the web and worker services.
