SpringboardThis topic is related to Springboard. | Form Builder | 23.10This feature was updated in 23.10 Retail DAO 4.1This feature was updated in Retail DAO 4.1.
The standard Springboard US Retail DAO solution supports authenticated customers of the financial institution.
Customer prefill enables your existing customers to complete the application quickly without the need for redundant data entry. This is done by retrieving existing data about the customer from the core banking system and prefilling it into the form to speed up the application process.
Standard functionality prefills personal details for an existing customer. The remainder of the workflow is identical to that of a new customer.
Changing the workflow or the prefill of more information for authenticated customers is a customization.
This functionality is optional. It is also dependent on your organization hosting a compatible web service to perform data retrieval and supporting customer SSO via online banking.
Developing the connection to the core API to enable existing customer prefill is a customization.
Next, learn about the SMB DAO Springboard solution.