Twilio

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. 

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Required Fields for Lookup

• Personal Phone Number

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Required Fields for Identity

• First Name
• Last Name
• Date of Birth
• Address
• Business Phone

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Auth Requires the user to verify their phone number during the application process

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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

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Sample Responses

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What do we present to user

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