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Status Portal Voting
Product JoinCU
Created by Guest
Created on Dec 5, 2023

Customizable Questions/order in JoinCU Individual Workflow

Customer requested ability to "only include the 2 questions regarding “Residence address” and “Work/Work address” in determining eligibility. If the member fails, we would complete the validation on our end."

After these two questions, for example, they would be able to trigger a custom failure step earlier than having to go through every eligibility step.


In doing so, they would be able to reduce the number of eligibility questions a customer has to go through and would be able to further reduce the burden of determining eligibility.

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