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Page Summary Requirements

Page Summary Language: Let’s Begin by Finding Your Information
Page Summary Description: We can prefill some of this request like your name, address, and contact info for you.

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Challenge Data and Phone Number Field

When prompting for the phone number, follow the image.

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Data Entry Requirements

The table outlines your options for prompting the challenge data.
Contracted SolutionCustomer Prompt Language RequirementsRequired Challenge Data
Prove Pre-FillCustomer can choose one from the following prompts:
“Last 4 SSN/ITIN”
“SSN/ITIN”
“MM/DD/YYYY”
“MM/YYYY”
“MM/DD”		Last 4 SSN/ITIN
Full SSN*
Full DOB
DOB - Month and Year
DOB - Month and Day
*If the customer is applying to open a demand deposit account (DDA), the customer must enter their full social security number (SSN) for the challenge
Prove Pre-Fill with KYC”Full SSN/ITIN”Full SSN
Reference the Quick Start Guide to begin implementation.

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Path for Customers Without Mobile Number

If the customer doesn’t have a mobile number, exit the Prove flow and present a manual application. Customers without a mobile number still have a path forward to continue with their application.