Creating a data request is a core concept that allows our customers to initiate consumer permissioned data (CPD) with MeasureOne. In order to initiate the CPD workflow, you need to create a data request, which the user (i.e. the applicant) will look to complete.
MeasureOne supports multiple types of data requests across different data domains. To create a data request for a user, please follow the steps below from the home page.
Click CREATE DATA REQUEST FOR NEW USER to create a data request for a user you haven't created on the system yet.
Click CREATE DATA REQUEST FOR EXISTING USER to create a data request for a user you have already created on the system.
- If you are creating a data request for an existing user, you can search for the user and click on the name of the user to create the request.
- If you are creating a data request for a new user, fill in the user’s information. Please note that First Name, Last Name, and Email are required fields. If you fill in the user’s Phone Number, you will have the option to send an SMS to the user along with the email further in the process. Your User ID is your internal ID for the user, used for tracking purposes. Click NEXT to proceed.
Click on the Data Request Type dropdown to choose a data request you want to submit for the user. Depending on your plan, you may not see all of the products in the screenshot below.
Once you choose a data request type, fill in the requested information. In this example, we are trying to verify Jim Halpert’s employment and income at Office Depot, LLC. You may select the expiration date for this request (the default is 72 hours). Click NEXT to proceed.
The Requesting Party should be pre-populated with your Application Display Name name. You can change this from SETTINGS > GENERAL SETTINGS > DATA REQUEST MANAGEMENT.
Please fill in the Third-party Requester’s name if available. In this example, MeasureOne CS is the Requesting Party creating a data request to Jim Halpert to verify his employment at Dunder Mifflin on behalf of Jim’s prospective employer Staples.
Choose the mode of communication for the user on the left and preview the sample of text and email on the right. Please note the example communication has third party requester details, which may not apply to your data request.
Click CREATE DATA REQUEST to finish creating the data request.