Enrollment Helper

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If a user encounters an issue verifying their identity when enrolling in Narmi 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 Narmi Command sidebar, select Customers or Members > Enrollment helper.
    Aqua Financial customer management interface with search and "Enrollment Helper" option highlighted.

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

    Form for user identity verification with fields for personal information and submission button.

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.

Message indicating no organization found with the provided EIN number.

If there are no errors, a confirmation message appears.

Identity verification status indicating no errors found in the process.