feat/PROD-48147/new quant flow documentation

Author: meviola-quant

docs/connect_to_bank_accounts/get_consent.md

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+---
+title: Get Consent for a Bank Account
+parent: Connect Your Bank Accounts
+layout: default
+nav_order: 1
+---
+
+# Step 1: Get Consent for a Bank Account
+
+Providing consent is the essential first step to securely connecting your bank to Quant Flow. This process, often facilitated by Open Banking, is a regulatory requirement that gives you control and security.
+
+## What is Consent?
+
+Consent is your formal authorization for Quant Flow to access specific financial data from your bank, such as transaction histories and account details. This is done through a secure portal directly with your bank, meaning your login credentials are never shared with or seen by Quant Flow.
+
+## How to Get Consent
+
+1.  Navigate to the **Bank Accounts** section in your Quant Flow dashboard.
+2.  Click **"Connect New Bank Account"**.
+3.  Select your bank from the list of supported institutions.
+4.  You will be securely redirected to your own bank's website or app.
+5.  Authenticate yourself directly with your bank (e.g., using your mobile banking app, card reader, or password).
+6.  Your bank will clearly show what data you are sharing and for how long. Review and confirm this request.
+
+## Consent Expiry (UK Accounts)
+
+For accounts based in the United Kingdom, regulations require that access consents are renewed every **90 days**. Quant Flow will notify your Admin Users well before a consent expires to ensure a seamless, uninterrupted service.

docs/connect_to_bank_accounts/index.md

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+---
+title: Connect Your Bank Accounts
+layout: page
+nav_order: 3
+---
+
+# Connect Your Bank Accounts to Quant Flow
+
+Welcome to the heart of your financial automation. Connecting your bank accounts is a secure and straightforward process that unlocks the full power of Quant Flow for your company.
+
+Once connected, you can automate payments, reconcile transactions, and gain real-time financial insights—all from a single dashboard.
+
+## How It Works: A Simple Three-Step Process
+
+Linking a new bank account to your company's Quant Flow profile is designed to be quick and compliant.
+
+1.  **Grant Consent (Authorize)**
+    *   **What it is:** You securely provide Quant Flow with permission to access transaction data from your bank. This is a standard regulatory requirement known as Open Banking (in the UK/Europe) or similar frameworks globally.
+    *   **Who does it:** Any Admin User for your company. The authorization is given for the entire company, not just an individual user.
+
+2.  **Link & Activate**
+    *   **What it is:** Once consent is granted, you "activate" the bank account for use within Quant Flow. This is when the magic starts.
+    *   **Who does it:** An Admin User decides which consented accounts to activate.
+    *   **The Key:** The number of bank accounts you can actively **link and use** is determined by your **Quant Flow User Plan**. Think of your plan as defining how many simultaneous automation streams you can have.
+
+3.  **Manage & Automate**
+    *   **What it is:** With an active bank account linked, you can now create powerful automations (like rule-based payments, cash flow forecasts, and reconciliation scripts) that run seamlessly.
+    *   **You are in control:** You can view connection status, extend consents, or deactivate accounts at any time from your dashboard.
+
+## Key Things to Know
+
+*   **Company-Wide Access:** All Admin Users under your `CompanyID` can view and manage your company's bank connections. This ensures transparency and collaborative financial management.
+*   **Your Plan, Your Capacity:** Your subscription plan defines the number of bank accounts you can have **active and automated** at once. You can always upgrade your plan to link more accounts.
+*   **Secure by Design:** We use robust, bank-level security and never store your online banking credentials.
+
+---
+
+**Ready to get started?** Explore the guides below to learn about each step in detail.
+{: .note .p-3 }
+
+*   [How to Get Consent for a Bank Account](./get_consent)
+*   [How to Link and Activate a Bank Account](./link_account)
+*   [Managing Your Connected Accounts](./manage_consents)

docs/connect_to_bank_accounts/link_account.md

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+---
+title: Link and Activate a Bank Account
+parent: Connect Your Bank Accounts
+layout: default
+nav_order: 2
+---
+
+# Step 2: Link and Activate a Bank Account
+
+After you have successfully granted consent, the next step is to activate the bank account within Quant Flow to start building automations.
+
+## Consent vs. Activation
+
+*   **Consent:** The *permission* to access the data. A company can have consent for many bank accounts.
+*   **Linking/Activation:** The *action* of using that consented account within your automations. The number of accounts you can activate is limited by your User Plan.
+
+## How to Link an Account
+
+1.  Go to **Bank Accounts**. You will see a list of all accounts for which your company has given consent. They are going to be separated in two sections **"Active bank account"s, "Inactive bank accounts"**
+2.  Find the account you wish to use in the **"Inactive bank accounts"** and click **"Activate"**.
+3.  The system will check if you have available slots in your current User Plan.
+4.  If you do, the account will become active and its status will change to **"Active"**. You can now create automations that use this account.
+5.  If you have reached your plan's limit, you will be prompted to **upgrade your plan** before you can activate the new account.

docs/connect_to_bank_accounts/manage_consents.md

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+---
+title: Manage Your Connected Accounts
+parent: Connect Your Bank Accounts
+layout: default
+nav_order: 3
+---
+
+# Managing Consents and Connected Accounts
+
+You have full visibility and control over all your company's bank connections from the Quant Flow dashboard.
+
+## Viewing Connected Accounts
+
+The **Bank Accounts** overview page shows all accounts associated with your `CompanyID`, including:
+*   **Account Name/Nickname**
+*   **Bank Name**
+*   **Account Number** (masked for security)
+*   **Status:** (e.g., `Active`, `Inactive`, `Expired`, `Authorised`, `Revoked`)
+*   **Consent Expiry Date**
+
+## Extending Consent
+
+For UK accounts, you must renew consent every 90 days.
+1.  The system will show an **"In X days your bank account will expire, please extend"** warning next to relevant accounts.
+2.  An Admin User can click **"Extend"** button.
+3.  You will be guided through the same secure authentication process with your bank to grant a new 90-day consent. Your existing automations will continue to run without interruption.
+
+## Deactivating an Account
+
+You can deactivate an account at any time.
+1.  Find the active account and select **"Deactivate"**.
+2.  **Important Consideration:** Deactivating an account will pause **all automations** associated with it. This may disrupt scheduled payments, data feeds, or reconciliation processes. You will be asked to confirm this action.
+3.  The account will move to an **"Inactive"** state but will retain its consent, allowing you to easily reactivate it later without going through the full bank authorization again (as long as the consent is still valid).
+
+## Revoking Consent Entirely
+
+If you wish to permanently remove Quant Flow's access to an account:
+1.  You can **"Revoke Consent"** from either an Active or Inactive account.
+2.  This action is irreversible and severs the connection to your bank.
+3.  All automations for this account will be permanently halted.
+4.  To use this account again in the future, you will need to start from the beginning of the consent process.

docs/sandbox/index.md

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 ---
-title: Sandbox
-layout: page
-nav_order: 3
+#title: Sandbox
+#layout: page
+#nav_order: 6
 ---
 
 # Sandbox