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