Account Registration / Validation

Modified on Wed, 10 May, 2023 at 12:53 PM

When a consumer first lands on your portal, they will be prompted to verify who they are. This means they will need to enter either 2 or 3 pieces of information that allow you to match them to their account. Different combinations of fields can be used, and which ones are used will ultimately be up to your agency. Determining which fields to use is based on your agency's preferences. You may want to consider the following:

  • What data do you have?
  • What data is the consumer more likely to know? They will usually know their own information, but may not know their account number.
  • What information is the consumer likely to be willing to enter? Some consumers may be hesitant to enter too much personal information.
  • How diverse is your data? If you only use Last name and Zip code and you have multiple family members in your database there is likely to be some overlap where the information provided is going to link multiple accounts. You should determine if this is likely or will be an issue if it happens.

What options are available?

The options your agency uses are completely up to you. They will be discussed with your onboarding specialist during the onboarding steps. Different options are available "out-of-the-box" depending on what type of data integration you are using. If you have a direct API with your collections system, refer to that API's specific options. If you are uploading your own data, you have a few built-in options:

Standard - Reference Number, Last Name, Last 4 of SSN

Standard Alternate: Last Name, Last 4 of SSN, DOB

Standard - (Custom Option)

This option allows you to specify 2 or 3 fields that will be used for validation. The fields need to be fields that you have for all consumers. To activate this option, speak to your onboarding specialist.

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