Linking Applicant Accounts to Existing Q2 Digital Banking Accounts

  • Updated

You can link accounts to existing accounts using provided primary and joint applicant data. To provide account linking flexibility, Q2 Gro includes a configuration that allows customized values to link applicant accounts to existing accounts within Q2 digital banking. When configured, the value of this parameter is included in the enrollment call.

Configuration

To update the configuration, modify the server.workflow.service.OLBEnrollment.connectionDetails Type ID as shown in the following example using the primary applicant's Social Security number as the value to link with:

{
    "enrollment": {
        "httpMethod": "POST",
        "resource": "/Enrollment",
        "accountLinkingValue": "fromPrimary:ssn"
    }
}

You can modify the value used to link accounts in the accountLinkingValue parameter by using different applicant data.

  • To use data from the primary applicant, use fromPrimary: before the value.

  • To use data from the joint applicant, use fromJoint: before the value.

Parameter Values

Supported values for this parameter are:

  • firstName—applicant's first name

  • middleName—applicant's middle name

  • lastName—applicant's last name

  • suffix—additional name data following the last name, such as Jr

  • ssn—social security number

  • birthdate—applicant's date of birth

  • idNumber—applicant's identification number

  • idType—type of applicant ID, such as driver's license

  • idIssuedBy—issuing state and country for applicant ID

  • idExpirationDate—ID expiration date

  • mothersMaidenName—mother's maiden name

  • addressLine1—applicant's street address

  • addressLine2—applicant's street address, continued

  • city—applicant's city

  • state—applicant's state

  • zip—applicant's postal code

  • country—applicant's country

  • emailAddress—applicant's email address

  • mobilePhone—applicant's mobile phone

  • occupancyStatus—e.g., rent or own

  • occupancyDuration—applicant's occupancy duration in their home

  • homePhone1—applicant's home phone number

  • monthlyRent—applicant's monthly rent

  • poBoxAddressLine1—applicant's mailing address street line 1

  • poBoxAddressLine2—applicant's mailing address street line 2

  • poBoxCity—applicant's mailing address city

  • poBoxState—applicant's mailing address state

  • poBoxZip—applicant's mailing address zip code

  • company—applicant's company or employer name

  • employmentStatus—applicant's employment status

  • jobTitle—applicant's job title

  • workPhone—applicant's work phone number

  • workPostal—applicant's work address postal code

  • monthlyIncome—applicant's monthly income

  • monthsOnJob—applicant's duration in months on the job

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