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Credflow

Instant Credit and Background Checks Within Orgs for Retail Banking

Overview

With our Lightning Component you can now check the credit scores or criminal background history of financial account applicants in just two steps. No coding or design required, just build flows directly as desired and obtain results near instantly.

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  • Ease Your Workflow Obtain information within Salesforce while monitoring other key metrics. Just input client information and obtain credit scores and criminal background checks easily.

  • Customizable Sandbox API's Ability to pick the databases in which you can call client criminal background information or credit scores. The Criminal Background:/c/AccurateBackgroundAddReportHelper.app The Credit Check: Experian API

  • See Screenshots for Sandbox API Installation

A lightning component for users within organizations to check whether applicants for financial accounts have credit scores over 650 or a criminal background. User can build flows directly on Flow Designer by adding screens, dragging in our lightning component in "Add a Field", select the Output Attribute which should be "proceed" if user-picked conditions are met or pick from the many logical conditions. After this is done, the user can go back to the home, enter a potential account holder information and then input relevant information in the fields to allow the API's to call the necessary data. *My Domain has to be enabled within the organization. FAQS: 1.) The Lightning Component should perform an external callout, API, grade scores of some applications, credit scores etc. 2.) On the Back-End there are two components: one for the credit score check and one for the criminal background check. *The Experian Sandbox API will always return 700 as the credit score. *The user can pick attributes, add it to their user flow and then pick options.

Categories

Business Needs
Finance
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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