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Configuration

Config Fields

Required Fields

  • id: Unique identifier for the verification step
  • name: Step type identifier (ASSETS)

Options

  • verify_net_worth: Whether to verify net worth
  • verify_property_ownership: Whether to verify property ownership
  • validate_closing_costs: Whether to validate closing costs

Control Flow

Determines the next step based on verification results:
  • If assets_verified is true, proceeds to step 6798005e683fb1e8abe7d854
  • Otherwise, goes to step 6797fd5e683fb54e8abe7d852

Providers

  • Primary: Plaid for asset verification and account connections
  • Fallback: Flinks as secondary provider if Plaid connection fails

Example Response

Output Fields

Status Information

  • status: Current status of the verification (e.g., “COMPLETED”)
  • assets_verified: Whether all assets were successfully verified

Net Worth and Down Payment

  • net_worth: Total net worth
  • down_payment: Total down payment

Property Information

  • properties: List of properties
    • Property address
    • Property value
    • HELOC

Closing Costs

  • closing_costs_covered: Whether closing costs are covered

Account Information

  • account_balances: List of connected bank accounts
    • Account details including ID, type, and balance
    • Institution information

Monthly Analysis

  • monthly_data: Monthly financial analysis
    • Average balance for each month
    • Total income and spending

Verification Details

  • verification: Information about the verification process
    • provider: Which provider performed the verification
    • verified_at: When verification was completed