--- title: "Request and Refresh Bank Statements - Illion" canonical: "https://bizcore.refined.site/space/BCKB/1817247748/Request%20and%20Refresh%20Bank%20Statements%20-%20Illion" format: markdown --- > Macro (toc) # **Overview** Biz Core is integrated with Illion Bank Statements, allowing users to seamlessly collect and refresh bank statements while assessing applications and servicing loans. The service will allow users to retrieve 90 days of banking history for each account their customers provide to Illion. The Loan Application Form in Biz Core offers a convenient way to collect statements from customers during the application process. Customers can use Illion directly within the application form, and the statements will be automatically uploaded to their customer record. Users can also send customers a link to collect or refresh their statements at any point while servicing or originating the loan, and they are able to export them from Biz Core as a .html or a .zip folder containing both .html and .pdf files. > ℹ️ To utilise the integration in Biz Core, subscribers are required to have an active account with Illion Bank Statements and a subscription to the Biz Core Lending Module. If users have an account and require assistance setting up this integration, please contact [support@bizcore.com.au](mailto:support@bizcore.com.au). ![image](media://f4c91d55-b08a-49e9-90b9-a5d73753ad58) --- # **Request Bank Statement** Users can request bank statements from either the Loan or Application Workspace Records. Start by locating the record the user wants to request bank statements for, then click the **Open Details ⍐ **icon to open it: ![open-details-application-screen.gif](media://943fb03d-69da-41a0-b6c3-c51d602031b9) Then use the **Request Bank Statements** button above the Application or Loan Summary to send the customer an email and SMS with a link to a secure portal, requesting their statements: ![image](media://64f1a527-911f-44ae-9ef8-5968bdfac218) This can also be sent directly from the customer’s application or loan card in the Workspace search results. Click the **More Options** **⋮ **icon attached to the record, then select **Request Bank Statements **🏛️ from the dropdown menu: ![image](media://2df19758-eca6-493b-86b7-3cc77293eca4) Once requested, the customer will receive and Email and SMS with a link to access the Illion Bank Statement Secure Portal: ![image](media://cd49f383-fec9-4f02-b031-ce0348df4f51) They can then select their banking institution: ![image](media://16a906a7-fb05-4486-a745-a029298f17e8) Enter their banking details: ![image](media://a50090b7-be50-4e94-a5e4-c831533e0570) After they have completed the process with Illion their statements will be accessible on their record within Biz Core: ![image](media://dbb3e33a-892f-41d1-982c-4bc090f30c83) --- # **Refresh Bank Statement** Users can refresh bank statements for customers where they have previously been collected in the past from either the Loan or Application Workspace Records. It is important to note that if a customer has updated their banking login details since previously collecting statements, the refresh will fail. Start by locating the record the user wants to refresh bank statements for, then click the **Open Details ⍐ **icon to open it: ![open-details-application-screen.gif](media://943fb03d-69da-41a0-b6c3-c51d602031b9) Then click the **Refresh Bank Statements** button above the Application or Loan Summary: ![image](media://b8379bcf-60d6-4df1-bd30-95a812fbe2bb) A popup will appear, select the bank the user wants refreshed statements for from the dropdown menu, and click **REFRESH** to confirm: ![image](media://8f55475f-5880-42f2-a60a-4ecaa638a6a3) The refresh can take up to 10 minutes, but once completed the refreshed bank statement files will be uploaded to the customers record: ![image](media://2bba4cf5-3a64-4cd9-b02a-1a8295a09ee0) Users can also order a refresh of bank statements directly from the customer’s application or loan card in the Workspace search results. Click the **More Options** **⋮ **icon attached to the record, then select **Refresh Bank Statements **🏛️ from the dropdown menu: ![image](media://073c94f6-38b8-480e-9b7d-9108b697bf54) --- # **iTRS on Refresh** The iTRS (Illion Transaction Risk Score) metric provided with Bank Statements retrieved through Illion. Collecting this score can be switched on or off for Refreshes. 1. Any time a bank statement is retrieved for a customer for the first time, the iTRS score will be included. 2. Subscribers have the option to disable retrieving the iTRS score on subsequent bank statement refreshes. These refreshes can be triggered manually by a user or automatically if the **[Refresh Bank Statements on Decline](https://bizcore.refined.site/space/BCKB/1776680977/Loan+Product+Setup#Using-the-Creation-Wizard)**[ setting](https://bizcore.refined.site/space/BCKB/1776680977/Loan+Product+Setup#Using-the-Creation-Wizard) is enabled on the Loan Product in Biz Core. 3. If subscribers prefer not to retrieve the iTRS score on refreshes, they must first contact Illion to configure this option. Once Illion has made the necessary changes, the subscriber can then contact Biz Core support on [support@bizcore.com.au](mailto:support@bizcore.com.au) to complete the configuration within their Biz Core subscription. 4. After this process is completed, bank statement refreshes will no longer include the iTRS score, but the score will always be included in the initial bank statement retrieval for each customer.