Overview

Metamap's Work Account Data provides instant access (with customer consent) to financial data such as income, transactions, bank account information, identity and ratings & reviews.

Availability

We currently support the most popular work accounts across Latin America

• Check our list of supported institutions for more information.
• This can be integrated through our (1) mobile & web SDKs and through (2) direct link.

Features

• Instant access to work account financial data

  The individual can log in using their work account credentials to securely and accurately share all of their financial data stored within their account instead of filling out long forms.

• Access to structured work account data

  With our Work Account Data tool, once your customers provide work account credentials, MetaMap sends you their financial information in a consistent and easily digestible data format. The data will be returned in a single call and will cover data such as:

• Income

• Transactions

• Bank Account Information

• Identity

• Reputation and Reviews

Key Metrics

• Response in <20s
• Opt-in rate >70%
• Popular work accounts that cover multiple regions

How it Works

As a first step, the individual is provided with a variety of methods where they can share access to their financial data. They are provided with explanations relating to how their data will be accessed and used. With their consent, this data is then parsed, extracted and enriched and returned in a variety of formats. Here is the configuration process within your dashboard

Setup

There are 3 main steps to set up the Work Account Data tool:

1. Setup your workflow on the dashboard
2. Use our quick start integration steps
3. Process verification results

Step 1: Set Up a Workflow

The first step to setting up a Work Account Data tool is to create a new workflow in the Dashboard. Once you've created a new workflow, add the Work Account Data product to the customer flow, and enable the countries that you want to be available for your customers to select from.

Step 2: Integrate

Currently you can use MetaMap's Work Account Data:

1. Metamap Button — Integrate our MetaMap Button SDK into your application to use our prebuilt UX
2. Direct Link — Receive a URL link that you can send to your customers

Integrate our MetaMap Button via SDK

Use our SDK integration if you want to use MetaMap's verification tools but design your own experience for your customers.

To implement this:

1. Setup the workflow for Work Account Data in the dashboard
2. Install and implement an SDK framework

Integrate via Direct Link

If you are not a developer, or you don't have the resources to integrate at this time, you can start using the product in minutes without any code with our Direct Link.

To implement this:

1. Set up the workflow for Work Account Data in the dashboard
2. Get the Direct Link
3. Send the Direct Link to your customers

Step 3: Process verification results

Dashboard Verification Results

In the dashboard, visit the Verifications tab, and click on a Verification to review the results. These are the checks that indicate whether or not an individual has completed adding their Work Account Data:

• Financial Information
• Work Account
• Success or Failure

Webhook verification results

You will need to configure your webhooks, then handle the webhook responses that will be sent to your webhook URL.

{
  "flowId": "61654d7549baf62d79e6f645",
  "accounts": [
    {
      "name": "Didi earnings",
      "type": "OTHER",
      "number": null,
      "currency": "MXN",
      "transactions": [
        {
          "date": "2021-12-15T00:00:00.000000",
          "amount": "500.00",
          "description": "Food Delivery"
        }
      ],
      "current_balance": "500.00",
      "available_balance": "500.00"
    }
  ],
  "identity": {
    "name": "Adam Sandler",
    "email": "[email protected]",
    "phone": "1298285934"
  },
  "eventName": "financial_institution_scrape_data_received",
  "timestamp": "2022-01-03T19:39:28.138Z",
  "institution": {
    "id": "didi",
    "name": "DiDi",
    "type": "Gig"
  },
  "verificationId": "617161d95f83df001bcfa897"
}

References

Supported Institutions

The available data per institution is indicated with green dots ():

📘

Request additional coverage

We are currently adding more sources all the time, reach out to to your customer success manager or [email protected] to request for additional coverage