Temenos Digital
R24 AMR | Min(s) read

Personal Information

The Personal Information section contains the details of the applicant such as first name, last name, date of birth, email address, country code and phone number details.

UX Overview

This section provides an overview of the Personal Information screen.

Personal Info
Personal Information

After the applicant selects all the consents in the Consent screen, the control navigates to the Personal Information screen.

The Personal Information screen has the following details:

  • First Name and Last Name.
  • Date of Birth: Enter your date of birth in the MM/DD/YYYY format.

    As an applicant, you must be atleast 18 years old.

  • Email Address: Type the email address that you want to link to your account.
  • Country Code: Select the country-code.
  • Phone Number: Enter the phone number.

For the invited co-applicant, In the Personal Information screen, there is no back button, hence you cannot go back to Acknowledgment screen.

To know more about the Consent page, click here.

After providing the mentioned details, click Continue. Based on configurations set in Spotlight, the Address and Identification Details section appears. On click of Continue button, in the backend, a prospect is created in the Lead entity in Origination Data Storage Microservice. After the application is submitted and approved, the prospect entry from ODMS is removed and a customer id is created in the Party Microservice. Furthermore, you will receive a welcome email. The welcome email contains a link to resume the application later, if required, and the Application number.

Components

The Personal Information section contains the following list of components:

Component Name Instance Name
com.dbx.YesNoOptionChoser CoApplicantYesNo
com.nuo.Roadmap Roadmap
com.nuo.UserInformation UserInformation
com.dbx.bannerError bannerError
com.dbx.popup closePopUp
com.dbx.customHeaderNUOV2 customHeaderNUOV2
com.dbx.customfooter customfooterNUO
com.nuo.customheader customheader
com.dbx.popup flxCreateUserAndLoginFailPopup
com.nuo.loading loading
com.dbx.navButtons navButtons
com.dbx.popup popup
com.nuo.procedureForNUO procedureForNUO

APIs

The following APIs are shipped as a part of this feature:

Experience APIs

API Description
getDetails This API retrieves the personal information.
createProspectProfile This API creates a prospect for an applicant and updates the prospect's personal information in Origination Data Microservice (ODMS).
updateProspectProfile This API updates the personal information of the prospect in the Origination Data Microservice (ODMS).
createInfinityProspect Creates a new prospect in the DBX DB.
createInfinityProspectAndLogin Creates a new prospect in the DBX Database and performs a silent login for the applicant.

Experience APIs

API Description
createUser This API creates a user in the DBX DB.
getUser This API retrieves a user from the DBX DB.
updateUser This API updates a user in the DBX DB.
updateParty This API updates or changes the existing records of a party.

Configurations

The system administrator will have the capability to configure this module from the Spotlight app. For more information about configuring the Personal Information section, click here.

Extensibility

By using the Extensibility feature, you can customize the modules based on your requirements. For more information, refer to Extensibility.

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Published on :
Thursday, May 30, 2024 12:39:28 PM IST