Completing Objectives

Digital Onboarding allows you to mark objectives (e.g. direct deposit setup, debit card activation) as "completed" in the same request as contacts; or in the case of SFTP, as columns in the CSV. To let our system know an objective was completed, you must include it in the request/CSV using the objective's key.

When completing objectives, the following values are supported:

Note: if an ISO 8601 timestamp is provided, we will use it as the timestamp; otherwise we will use the timestamp from when the request was received.

For example, if you want to let us know that the contact has completed debit card activation and direct deposit, your request might look like:

{
    "unique_id": "abc@test.dev",
    "debit-card-activation": "2019-09-23T00:00:00+0000",
    "direct-deposit":"true"
}

Alternatively, if you're using SFTP, you can include it in the CSV data:

unique_id,debit-card-activation,direct-deposit
abc@test.dev,2019-09-23T00:00:00+0000,true

Standard Objectives

By default, our system supports the following objectives:

namekey
Debit Card Activationdebit-card-activation
Direct Depositdirect-deposit
Online Bill Payonline-bill-pay
Online Bankingonline-banking
Mobile Bankingmobile-banking
eStatementsestatements
Open Cross Sell Accountopen-cross-sell-account
Corporate Card Activationcorporate-card-activation
Merchant Accessmerchant-access
ACH/Payrollach-payroll
Remote Depositremote-deposit
Automate Paymentsautomate-payments

Any custom objectives that have been created can either be viewed on the Contacts Batch Upload page, or requested via our api

Last updated on 6/29/2021
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