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.
Available for Check Out via Self-Serve!
Please reference our Quick Start Guide to get started.
Updated 23 days ago