​
Configuration

{
    "id": "6797fd5e683fb1e8abe7d852",
    "name": "ASSETS",
    "control_flow": {
        "condition": {
            "condition_operator": "==",
            "condition_field": "assets_verified",
            "condition_value": true
        },
        "if_goto": "6798005e683fb1e8abe7d854",
        "else_goto": "6797fd5e683fb54e8abe7d852"
    },
    "provider": {
        "name": "Plaid"
    }
}

​
Config Fields

  • id: Unique identifier for the verification step
  • name: Step type identifier (ASSETS)
  • control_flow: Logic for the next step based on verification result
    • condition: Defines the decision criteria
      • condition_operator: Comparison operator for the verification status
      • condition_field: Field to evaluate (assets_verified)
      • condition_value: Required verification status
    • if_goto: Next step if condition is met
    • else_goto: Next step if condition is not met
  • provider: The asset verification service provider configuration

​
Example Response

{
    "status": "completed",
    "result": {
        "assets_verified": true,
        "verification_id": "asset_ver_789012",
        "investment_accounts": [
            {
                "account_id": "inv_acc_789",
                "institution": "Fidelity",
                "account_type": "individual",
                "account_number": "xxxx9012",
                "current_balance": 60000.00,
                "vested_balance": 60000.00,
                "available_balance": 60000.00
            }
        ],
        "properties": [
            {
                "property_id": "prop_123",
                "address": {
                    "street": "789 Oak Lane",
                    "city": "Portland",
                    "state": "OR",
                    "postal_code": "97201"
                },
                "ownership_type": "primary_residence",
                "ownership_percentage": 100,
                "property_type": "single_family",
                "estimated_value": 450000.00,
                "purchase_price": 400000.00,
                "purchase_date": "2020-06-15",
                "liens": [
                    {
                        "type": "mortgage",
                        "balance": 350000.00,
                        "monthly_payment": 2100.00,
                        "holder": "Chase Bank"
                    }
                ]
            }
        ],
        "summary": {
            "total_assets": 525000.00,
            "total_liquid_assets": 75000.00,
            "total_property_value": 450000.00,
            "total_property_equity": 100000.00,
            "available_for_down_payment": 75000.00
        }
    },
    "timestamp": "2025-02-03T11:25:30-05:00"
}

​
Output Fields

  • status: The completion status of the verification
  • result: The verification results containing:
    • assets_verified: Whether all assets were successfully verified
    • verification_id: Unique identifier for this asset verification
    • investment_accounts: List of investment accounts
      • Account details and balances
      • Vested and available balances
    • properties: List of owned properties
      • Property details and location
      • Ownership information
      • Current value and purchase details
      • Associated liens (mortgages)
    • summary: Summary of all asset categories
      • Total assets across all categories
      • Total liquid assets (bank and investment accounts)
      • Property values and equity
      • Available funds for down payment
  • timestamp: Time when the verification was completed