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Third-Party Provider
Please note that the instructions in this article pertain to a third party provider and as such may not reflect all current settings. Should you have any questions or issues, please contact the third party provider directly.
DirectID is a startup based out of Scotland, UK. They help businesses onboard their customers using Open Bank data to solve business pains such as credit risk and affordability. DirectID operates in over 30 countries and 4 continents.
What's Covered
- Get DirectID Account
- Set up DirectID Integration
- Add DirectID Stage to Workflow
- DirectID Partner Stage Rule
Get DirectID Account
In order to enable our DirectID integration, you'll need to create an account by reaching out to the DirectID team here. Already have a DirectID account? Please skip to the next section.
Set up DirectID Integration
- Reach out to your CSM or support@fountain.com to enable this feature on your account. Once DirectID has been enabled for your account move to step 2.
- Contact the DirectID team to request the relevant API Key and Account ID.
- Copy it for use in Fountain.
- Go to the Fountain page. Hover over your username on the top right, and click Integrations.
- Click on Screening tab on the left side. Click Connect to the right of DirectID
- Enter your DirectID API Key and Account ID.
- Click Save Changes, and you're done!
WARNING
Please ensure to put in the correct API key and AccountID, otherwise, the Integration might not connect properly with the partner.
Add DirectID Stage to Workflow
- Choose DirectID Partner Stage to add the stage to your Opening's workflow. Check out our article on how to add stage here.
- When an applicant lands in the DirectID Partner Stage in the application workflow, they will be automatically redirected to DirectID's web portal.
- Once the relevant information is completed in the DirectID portal, the applicant will automatically be redirected back to Fountain's applicant portal.
DirectID Partner Stage Rule
You can create partner stage rules on applicants in the DirectID stage in the workflow editor. There are three statuses you can take action on: Passed , Failed, and Cancelled . Explanation of the status and their values are:
- Passed indicates an applicant passed the Bank Verification screening from DirectID
- Failed indicates an applicant failed the Bank Verification screening from DirectID
- Cancelled indicates an applicant did not complete their data input in DirectID's web portal
Info
If you want to create a rule for Status Label Cancelled use Pending action from the dropdown of Partner status is in the DirectID Partner stage
DirectID also supports Partner Detail functionality. Partner Details are a way for partner to communicate additional info on an applicant. DirectID shares reasoning of why an applicant might fail the Bank Verification process using Detail functionality. Users can create rules in the DirectID partner stage or the Custom stage with rules depending on the use case to move the applicants through the funnel.
NOTE
Partner Detail can have dynamic values. Please enter the exact values to make the rules in the Partner Stage or Custom Stage with rules depending on your use case.
Below is an example of the Partner stage with rule in the DirectID partner stage:
Best Practice
We recommend that you use Custom Stage with Rules if the Status Labels come back asynchronously from DirectID
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