Integrate MVS With Connect 2.0

Prerequisites

To integrate MVS and Connect, you’ll need access to Finicity’s APIs and set up your environment. Then, you’re ready to generate a connect 2.0 URL link.

Step 1—Configure a Connect MVS Experience

Set up a Connect-MVS customer experience by configuring the experience parameter found in the Generate Connect Full or Send Connect Email APIs

A Finicity sales engineer (SE) will help you customize a Connect user experience to generate one or more of the following MVS reports.

    • Financial:  VOAI—Transactions Report
    • Payroll:  VOIE—Payroll Report
    • Paystub:  VOIE—Paystub (with TXverify)

See Customize Connect: the experience parameter

Step 2—Generate Connect URL Link

Pass a value for the experience parameter into a Generate Connect URL APIs: Connect Full or Send Connect Email

Experience values:

    • default: your default customer experience.
    • Unique ID: the code for a different customer experience


Connect Full
:


Send Email
:

The Difference for Joint Borrowers

The MVS joint borrower experience has the following differences than a single borrower within one Connect session.

  • Financial data
    • Each borrower signs into their bank to add and permissions the accounts they want to use for verification.
    • One VOAI – Transactions report generates with both of the borrower’s accounts and transactions information.
    • Both of the joint borrowers have the same report portfolioId, which is available for both customers in the Consumer Portal.
  • Payroll data
    • Each borrower verifies their SSN and DOB to search for employment records.
    • If employment records are found at the payroll provider, the borrower confirms (permissions) their employment.
    • A VOIE—Payroll report generates for each borrower. Each report has its own unique
    • Connect prompts each borrower by name through the consumer records.
  • Paystub data
    • If one or both borrowers are required to further verify their employment than each borrower can upload their paystub images or PDF files.
    • A VOIE—Paystub (with TXverify) report generates for each borrower. Each report has its own unique
    • Connect prompts each borrower by name through the consumer records.

Step 3—Add the Connect URL

Add the URL link response from the Generate Connect URL request into your web or mobile applications.

Connect calls the appropriate MVS modules to gather the customer’s data needed to generate the MVS reports you configured through the experience parameter (per session).

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