Overview

When a user is going through a loan application we will look up their PII against the Core and tie the application to their existing relationship in the core (if one exists).

Logic

We will match an existing core record with a loan application if all three of these datapoints match:

1. Phone number

2. SSN

3. Date of birth

Impacts

• We will pre-fill some of the account holder's data so they do not have to re-enter it as part of the loan application. They will have the option to edit any data.

• The applicant's membership number and status will be included in the PDF export

• The applicant's onboarding view will show their existing accounts as well as any loan applications

• We will not prompt the applicant to open a new account once their loan application is submitted