With the Instnt Accept workflow builder, you have the power to customize workflows according to your specific requirements, starting with the influential Field Selector tool. This extensive flexibility allows you to create highly personalized workflows that perfectly match your unique needs. For more information, see the Field Selector Documentation.
The fields dictionary lists data fields with types, descriptions, and validations for consistent and accurate data handling. It also specifies whether a field is required or optional, and this attribute can be customized for core fields. Some of the core fields are always required.
For KYC, both the National ID (SSN) and Date of Birth are required for the US, but for Canada, only Date of Birth is required.
Notably, the dictionary includes a table of essential terms for integrations involving server-side POSTs to the workflow submission API endpoint. For more details, see the Instnt API Documentation.
Required Fields
|
No |
Field Name |
Field Label |
Example |
Input Type |
|
1 |
|
Email Address |
Enter email address |
|
|
2 |
firstName |
First Name |
Enter first name |
TEXT |
|
3 |
middleName |
Middle Name |
Enter middle name |
TEXT |
|
4 |
surName |
Surname |
Enter surname |
TEXT |
|
5 |
country |
Country |
Enter country |
TEXT |
|
6 |
physicalAddress |
Street Address |
330 7th Ave Suite 201 |
TEXT |
|
7 |
city |
City |
USA |
TEXT |
|
8 |
state |
State |
NY |
TEXT |
|
9 |
zip |
Zip Code |
10001 |
TEXT |
Core Fields
|
No |
Field Name |
Field Label |
Example |
Input Type |
Validation |
|
1 |
|
Email Address |
Enter email address |
|
len<100, regex |
|
2 |
firstName |
First Name |
Enter first name |
TEXT |
0<len<50, regex |
|
3 |
middleName |
Middle Name |
Enter middle name |
TEXT |
|
|
4 |
surName |
Surname |
Enter surname |
TEXT |
0<len<50, regex |
|
5 |
country |
Country |
Enter country |
TEXT |
2<len<100, pycountry |
|
6 |
physicalAddress |
Street Address |
330 7th Ave Suite 201 |
TEXT |
len<1000 |
|
7 |
city |
City |
USA |
TEXT |
len<30 |
|
8 |
state |
State |
NY |
TEXT |
len<30 |
|
9 |
zip |
Zip Code |
10001 |
TEXT |
len=5, regex |
|
10 |
mobileNumber |
Mobile Number |
Enter mobile number |
TEXT |
phonenumbers |
|
11 |
nationalId |
Social Security No |
#1232123 |
TEXT |
regex |
|
12 |
companyName |
Company Name |
Enter company name |
TEXT |
|
|
13 |
userId |
Username |
Enter username |
TEXT |
|
|
14 |
dob |
Date of Birth |
Enter date of birth |
DATE |
%Y-%m-%d" |
|
15 |
orderAmount |
Order Amount |
Enter order amount |
NUMBER |
|
|
16 |
accountCreationDate |
Account Creation Date |
Enter account creation date |
DATE |
|
|
17 |
submissionDate |
Submission Date |
Enter submission date |
DATE |
|
|
18 |
prevOrderCount |
Previous Order Count |
Enter previous order count |
NUMBER |
|
|
19 |
lastOrderDate |
LastOrder Date |
Enter last order date |
DATE |
|
|
20 |
terms_condition |
I accept terms and condition |
|
CHECKBOX |
|
|
21 |
documentBackImage |
Back Image |
|
TEXT |
|
|
22 |
documentFrontImage |
Front Image |
|
TEXT |
|
|
23 |
selfieImage |
Selfie |
Selfie |
TEXT |
|
|
24 |
documentIssuedDate |
Issued Date |
Date |
DATE |
|
|
25 |
documentExpiresDate |
Expires Date |
Date |
DATE |
|
|
26 |
funded_amount |
Funded Amount |
Amount approved for the applicant |
DECIMAL |
|
|
27 |
utilized_funded_amount |
Utilized Funded Amount |
Amount actually used by the applicant |
DECIMAL |
|
|
28 |
revenue_collected |
Revenue collected |
Present amount collected from the applicant |
DECIMAL |
|
|
29 |
expected_revenue |
Expected Revenue |
Contract value of the loan |
DECIMAL |
|
|
30 |
credit_score |
Credit score |
Applicant credit score |
INTEGER |
|
|
31 |
income |
Income |
income of applicant |
DECIMAL |
|
|
32 |
total_debt |
Total debt |
debt of applicant |
DECIMAL |
|
|
33 |
total_credit_accounts |
Total credit accounts |
Number of credit accounts of applicant |
INTEGER |
|
|
34 |
num_derogatory_marks |
Number derogatory marks |
Number of derogatory marks on credit account |
INTEGER |
|
|
35 |
num_good_standing |
Number good standing |
Number of accounts in good standing |
INTEGER |
|
|
36 |
num_hard_credit |
Number hard credit |
Number of recent hard credit inquiries |
INTEGER |
|
|
37 |
age_of_credit |
Age of credit |
Age of credit file |
DATE |
|
|
38 |
credit_util |
Credit util |
Credit utilization |
DECIMAL |
|
|
39 |
line_of_credit_value |
Line of credit value |
Line of credit provided |
DECIMAL |
|