Enrollment Helper
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Enrollment Helper

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Article summary

If a user encounters an issue verifying their identity when enrolling in Digital Banking, you can use the Enrollment Helper to troubleshoot. The helper indicates which field does not match the information in the core banking system for that particular account number/core user ID. Using this information, you can follow up with your core team/provider to correct information in the core.

To use Enrollment Helper:

  1. From the Admin Platform sidebar, select Customers or Members > Enrollment helper.

  2. On the page that appears, enter the user's information and select Submit.

Any verification errors display onscreen after selecting Submit. The error indicates which field does not match the information in the core banking system for that particular account number/core user ID.

If there are no errors, a confirmation message appears.


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