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Getting Started

Prerequisites​

  • SAML SSO connectivity configured for your CYO application (coordinate with Fintech Integrations for net-new integrations)
  • FI Admin access to Experience Groups (or Candescent Admin for global widget management)
  • A publicly accessible HTTPS endpoint for the CYO application
  • Available CYO widget quota (contact Candescent Support if the add-new control is disabled)
tip

Test from the staging environment when possible. Widgets can also be configured within test experiences in production.

Create a CYO Widget​

CYO widgets are configured in Experience Groups → Modern Widgets.

Step 1: Start a New Widget​

  1. Open Experience Groups → Modern Widgets.
  2. Select Create New Widget.
  3. When prompted with Load Widget in IFrame?, select Yes to create a CYO-style iframe widget.

Step 2: Configure the Widget​

FieldDescription
Widget NameName visible to admins; also serves as the default title in the user interface
URLSecure endpoint hosted by the FI or vendor
Layout OptionStandalone — full page widget; Stack — card placed in the widget stack

For layout behavior and sizing constraints, see Integration Surfaces.

Step 3: Place and Activate​

  1. Save the widget.
  2. Open the Web Builder and place the widget in the desired layout.
  3. Activate the widget within the layout.

Step 4: Publish​

Publish the experience after all changes are complete. The CYO widget is available to end users once the experience is published and SAML SSO is active.

Activate Migrated Legacy Widgets​

If your institution migrated from the legacy UI, existing custom widgets are automatically converted to Modern CYO stack-card widgets:

  • Legacy title → Widget Name
  • Legacy custom.configuration → Widget URL

These migrated widgets are added to the widget stack but deactivated by default. To make them visible:

  1. Open Experience Groups → Modern Widgets and locate the migrated widget.
  2. Open the Web Builder and activate the widget in the desired layout.
  3. Publish the experience.

Verify the Integration​

After publishing:

  1. Log in to Online Banking (or the configured test experience).
  2. Navigate to the page where the CYO widget is placed.
  3. Confirm the widget loads inside the platform container and SAML SSO completes without a second login prompt.
  4. Validate responsive behavior at different screen widths.

If the widget displays unexpected white space or console errors, see Technical Reference — Troubleshooting.

Next Steps​