During the customer/account creation process it is required that certain documents are displayed to the customers. Additionally, we require acknowledgement of the viewing and the acceptance of these documents before the account can be opened.
The actual documents required varies depending on the bank assigned to your program but some examples include:
- e-Sign Agreement
- Terms & Conditions
- Privacy Policies
- Truth-in-Savings Account Disclosure
- Deposit Account Agreement
You MUST display the e-Sign disclosure in text format (for example in a scrollable text box) where the user can visibly read the disclosure in text form. Provide an "Accept" button to accept the e-Sign disclosure. Once the user has accepted the e-Sign disclosure, you may then display in list form, the remaining bank account disclosures in PDF format. Provide an "Accept" button to accept the bank account disclosures.
The HTML version of the document is returned inline. If available, a PDF version of each document is stored at the returned url for retrieval.
Take me to the Bank Document Endpoint Reference
Data Type (length)
Helix-assigned unique ID for the corresponding bank this document applies to
Values vary by program . Examples:
Helix-assigned unique ID for this document
Absolute url to the pdf version of the document
Date the document became effective
Date the document will expire
string (2 MB)
Document HTML content
Helix-assigned unique ID for your program
Title to display to the customer as the link text to the downloadUrl
Updated 4 months ago