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 membership (if one exists).

Logic

We will match a membership 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 members 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 member's membership number and status will be included in the PDF export

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

• We will not prompt the member to open a membership once their loan application is submitted