Customer Details. United States Edition

Used in ScorecardUsed in Decision Rules

Field name

Required

FO Display (D)/ Modify (M)TypeFormat

Constraints

Mask

Comment

Personal Information


+

First Name

Yes

Dtextfield <string>

Max 50 chars




+

Last Name

Yes

Dtextfield <string>

Max 50 chars




+Email  YesMtextfield <string>
By default, the field is pre-populated with Login value. 


+

Date of Birth

Yes


textfield <string>date

01/01/1900 <= Value <= (Current Date - 18 years)





Additional Information









+

Social Security Number

Yes


textfield <string>

9 numbers




+

Cell Phone Number

Yes

Mtextfield <string>

10 numbers

xxx-xxx-xxxx 


++

Gross Monthly Income

Yes

Mtextfield <string>currency

value >= 0




+

Home Phone Number

Yes

Mtextfield <string>

10 numbers

xxx-xxx-xxxx 



+

Driver's License Number

No
textfield <string>

Max 40 chars





State of Issue

No


dropdown

List of all States





Income Information








++

Income Source

Yes

Mdropdown

Employment | Social Security | Disability | Retirement | Unemployment | Other





What's your pay frequency?

Yes

Mdropdown

Weekly | Every 2 Weeks | Twice a Month | Monthly


Visible if Income Source <> 'Unemployment'



How do you usually get paid?

Yes

Mdropdown

Direct Deposit | Paper Check


Visible if Income Source = 'Employment'





Employer NameYesMtextfield <string>
Max 50 chars

+Work PhoneYesMtextfield <string>
10 numbers xxx-xxx-xxxx 
+
Employment duration. YearsYesMdropdown
numbers from 0 to 10
+
Employment duration. MonthsYesMdropdown
numbers from 0 to 11


Address










Street Address

Yes

Mtextfield <string>

Max 40 chars


Address format to display

Street Address 2 Street Address 
City, State, Zip Code


Example: 
Suite 598 Amely Springs Reeceside, Rhode Island, 55022-5833









Street Address 2

No

Mtextfield <string>

Max 40 chars




City

Yes

Mtextfield <string>

Max 30 chars




State

Yes

Mdropdown

By default, the state, specified on 'Select Loan Terms' page
Disabled




Zip Code

Yes

Mtextfield <string>

5 numbers

xxxxx

+

Residential status

Yes

Mdropdown

Rent / Own / Other


++Resided at Address. YearsYes
dropdown
numbers from 0 to 10
++Resided at Address. MonthsYes
dropdown
numbers from 0 to 11