Create your own dashboard

Summary

The Assess API supports a number of different affordability use-cases. But you may want to build your own self-hosted dashboard using the Assess API in order to extend it for custom functionality that is not presented in our UI (e.g. using custom metadata fields in the customer's application for presentation and sorting; using a different set of groups for defining essential vs non-essential spending, etc...).

Follow the links below to learn how to use our APIs to build out the primary workflows in the dashboard, which you can extend for your own bespoke uses.

Getting up to speed on Bud's categorization and aggregations for Assess;
Initiating and managing customer applications via the API;
Leveraging the common aggregations Assess provides; and
Creating your own customer groupings for personalized aggregations.