Pre-Filled Consumer Review Page Requirements
Learn how to create the CX for your Consumer Review page.
Display Fields and Editability Requirements
Pre-Fill
| Required Display Field | Display Requirements | Does the Field Need to Be Editable By Consumer? |
|---|---|---|
| First Name | Yes - unmasked | Yes |
| Last Name | Yes - unmasked | Yes |
| Address | Yes - unmasked | Yes |
| Extended Address | Yes - unmasked | Yes |
| City | Yes - unmasked | Yes |
| State | Yes - unmasked | Yes |
| Postal Code | Yes - unmasked | Yes |
| Phone Number | Yes - unmasked | No |
| SSN | Mask first 5, display last 4 | Yes. Upon edit clear data and require consumer to enter full SSN |
| DOB | Yes - MM/DD/YYYY | Yes. Upon edit clear the data and require consumer to enter full DOB |
Pre-Fill with KYC
| Required Display Field | Display Requirements | Does the Field Need to Be Editable By Consumer? |
|---|---|---|
| First Name | Yes - unmasked | Yes |
| Last Name | Yes - unmasked | Yes |
| Address | Yes - unmasked | Yes |
| Extended Address | Yes - unmasked | Yes |
| City | Yes - unmasked | Yes |
| State | Yes - unmasked | Yes |
| Postal Code | Yes - unmasked | Yes |
| Phone Number | Yes - unmasked | No |
| SSN | Mask first 5, display last 4 | No, full SSN entered at beginning of process |
| DOB | Yes - MM/DD/YYYY | Yes. Upon edit clear the data and require consumer to enter full DOB |
KYC Required Consumer Confirmation
You are required to include the below statement just above the "submit" button.
I have reviewed the information provided and confirm it is accurate.
You can include an optional check box by this statement but it is not required.
Self-Serve
For the option, please contact your sales representative.
Updated 23 days ago