Fields Dictionary

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 all 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.

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

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.

No	Field Name	Field Label	Example	Input Type
1	email	Email Address	Enter email address	EMAIL
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	Email Address	Enter email address	EMAIL	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	US	TEXT	2 letter ISO 3166-1 alpha-2 codes
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

Fields Dictionary

Required Fields

Core Fields

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