The following information is for use with classic AssureSign Document templates.
- Signatory [N] First Name
- Signatory [N] Last Name
- Signatory [N] Address
- Signatory [N] City
- Signatory [N] State
- Signatory [N] Zip
Passing additional information about the signer improves the likelihood of finding the correct subject match. Additional data may be passed via the following parameters:
- Signatory [N] Ssn (Note that this can be a full social security number in NNN-NN-NNNN format or the last four digits of a social security number in NNNN format)
- Signatory [N] DOB Month
- Signatory [N] DOB Day
- Signatory [N] DOB Year
The parameter names may be customized on a per template and per signer basis. However, the general format of auto built KBA template parameters will follow this form, where [N] is the number of the signatory assigned in template workflow design.
Note: You have the option of allowing the signer to enter this initial information, in whole or in part. Refer to the KBA settings regarding the options you have in configuring this behavior.
When KBA is configured for a signatory, then a call to ListParameters on the template will list the above KBA related template parameters along with any other parameters.
When KBA is enabled on your account, it is possible to dynamically indicate that KBA should performed for a signatory when the template has not been pre-configured to require it. For each signatory for whom KBA should be performed, a parameter may be passed with a true value:
- Signatory [N] KBA Enabled
As with the above listed parameters, [N] should be replaced with the number of signatory assigned in template workflow design. When enabled on a signatory, then the above parameters (required and optional) should be passed as if they were predefined on the template.
If you are allowing signatories to enter missing KBA-required data, then when KBA is added as a requirement to a signatory you still must set the specific parameter(s) created for KBA that you would like the signatory to be able to provide to not be required. By default, when initially added in a template, address elements will be set to be required, and SSN and Birthday elements will be set to not be required.