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 FieldDisplay RequirementsDoes the Field Need to Be Editable By Consumer?
First NameYes - unmaskedYes
Last NameYes - unmaskedYes
AddressYes - unmaskedYes
Extended AddressYes - unmaskedYes
CityYes - unmaskedYes
StateYes - unmaskedYes
Postal CodeYes - unmaskedYes
Phone NumberYes - unmaskedNo
SSNMask first 5, display last 4Yes. Upon edit clear data and require consumer to enter full SSN
DOBYes - MM/DD/YYYYYes. Upon edit clear the data and require consumer to enter full DOB

Pre-Fill with KYC

Required Display FieldDisplay RequirementsDoes the Field Need to Be Editable By Consumer?
First NameYes - unmaskedYes
Last NameYes - unmaskedYes
AddressYes - unmaskedYes
Extended AddressYes - unmaskedYes
CityYes - unmaskedYes
StateYes - unmaskedYes
Postal CodeYes - unmaskedYes
Phone NumberYes - unmaskedNo
SSNMask first 5, display last 4No, full SSN entered at beginning of process
DOBYes - MM/DD/YYYYYes. Upon edit clear the data and require consumer to enter full DOB

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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.


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Available for Check Out via Self-Serve!

Please reference our Quick Start Guide to get started.