Required Fields for Bank Verification

bankconnect__ApplicationName__c

Your company name (string)

bankconnect__First_Name__c

First Name of the Customer (string)

bankconnect__Last_Name__c

Last Name of the Customer (string)

bankconnect__Email__c

Email of the customer(email)

bankconnect__Plaid_Products__c

Semicolon separated Plaid Products:

Auth;Assets;Transactions;Balance;Investments;Liabilities

bankconnect__Asset_Request_Duration__c

Request duration of Assets (integer-default is set to 30)

only required if Assets is in the Plaid product list

bankconnect__Asset_PDF__c

bankconnect__Transaction_Start_Date__c

Start date (Date-default is set to 90 days before the current day)

only required if Transactions is in the Plaid product list

bankconnect__Transaction_End_Date__c

End date (Date-default is set to current day)

only required if Transactions is in the Plaid product list

bankconnect__ApplicationName__c

Your Company Name. This value will come up on the Plaid toolkit

bankconnect__SkipAutoTriggerEmail__c

true; if you don’t want an email to be sent to the customer.

bankconnect__ParentRecordId__c

Record Id of the Object to which you want to link the Bank Verification request