Twilio - Lookup v2 and Auth are triggered automatically when the Twilio phone field is inserted into an end-user form. This is triggered when the end-user enters their phone number and hits next. Once they enter the 6 digit multi-factor authentication code the Lookup and Auth products send and receive data. Identity is triggered after the end-user submits their application OR the Under user manually presses the button to run Identity cross-referencing the end-user data.
Required Fields for Lookup
- Personal Phone Number
Required Fields for Identity
- First Name
- Last Name
- Date of Birth
- Address
- Business Phone
Auth Requires the user to verify their phone number during the application process
Mechanics
- If UC has Twilio on the first card, we will automatically run Twilio Auth
- After an EU Submits we will automatically run Verify to cross-referencesome text
- Name
- Address
- Date of Birth
- If EU doesn’t submit but we have the informationsome text
- UC can hit Verify to cross-reference
- UC will have an option to run Lookup on other phone numberssome text
- Business
- Customer Service
Sample Responses
What do we present to user
