Context Engine Glossary – Customer

General

The context engine is a large database of retrievable variables, available for use throughout LoanPro software. These are the following variables for customer:

Users

Name

Variable

Description

Additional Users

[[v('additional-users')]]

Displays the names of any additional users assigned to an account. This list will exclude the primary and secondary customers.

Primary

We've listed all the variables for the primary customer, but switching to the secondary customer is simple. For example, the variable for the primary customer's ID is this:

[[v('customer.primary.id')]]

And the variable for the secondary customer's ID is this:

[[v('customer.secondary.id')]]

Just trade out the word 'primary' for 'secondary', and the system will pull values from the secondary customer.

Name

Variable

Description

Customer ID

[[v('customer.primary.id')]]

Displays the ID of the primary customer assigned to an account

Average Credit Score

[[v('customer.primary.credit-score-average')]]

Displays the average value for the customer's credit scores across credit bureaus

Experian Credit Score

[[v('customer.primary.credit-score-experian')]]

Displays the customer's Experian Credit Score

TransUnion Credit Score

[[v('customer.primary.credit-score-transunion')]]

Displays the customer's Transunion Credit Score

Equifax Credit Score

[[v('customer.primary.credit-score-equifax')]]

Displays the customer's Equifax Credit Score

Customer Settings

Name

Variable

Description

SMS Enroll

[[v('customer.primary.loan-substatus-sms-enroll')]]

Whether the customer is enrolled for SMS communications.

Web Access

[[v('customer.primary.loan-substatus-web-access')]]

Whether the customer is enrolled for access to your customer-facing website.

Email Enrollment

[[v('customer.primary.loan-substatus-email-enroll')]]

Whether the customer is enrolled for email communications.

OFAC Compliance Status

[[v('customer.primary.ofac-match')]]

Displays whether or not a primary customer has been found to be OFAC complaint or not. 0=yes, 1=no.

Customer Personal

Name

Variable

Description

Employer Identification Number

[[v('customer.primary.ein')]]

For company type customers, this pulls the employer identification number (EIN)

Sale/Transfer Personal Information

[[v('customer.primary.customer.personal.sale-transfer-pii')]]

Whether the customer has authorized you to sell or transfer personal identifying information.

Username

[[v('customer.primary.username')]]

The primary customer's web access username.

Social Security Number Masked

[[v('customer.primary.ssn-masked')]]

The  primary customers masked SSN (e.g. XXXXX8596).

GPS - Longitude

[[v('customer.primary.mailing-gps-lon')]]

The longitudinal coordinate of the  primary customer's mailing address.

GPS - Latitude

[[v('customer.primary.mailing-gps-lat')]]

The latitudinal coordinate of the  primary customer's mailing address.

GPS - Longitude

[[v('customer.primary.primary-gps-lon')]]

The longitudinal coordinate of the  primary customer's primary address.

GPS - Latitude

[[v('customer.primary.primary-gps-lat')]]

The latitudinal coordinate of the  primary customer's primary address.

Mailing Country

[[v('customer.primary.mailing-country')]]

The primary customer's selected mailing country.

Mailing ZIP

[[v('customer.primary.mailing-zipcode')]]

The primary customer's mailing zip/postal code.

Mailing State

[[v('customer.primary.mailing-state')]]

The selected primary customer's mailing state/province.

Mailing City

[[v('customer.primary.mailing-city')]]

The primary customer's mailing city.

Mailing Address

[[v('customer.primary.mailing-address1')]] 

The primary customer's primary mailing address.

Country

[[v('customer.primary.primary-country')]]

The primary customer's selected country.

ZIP

[[v('customer.primary.primary-zipcode')]]

The primary customer's zip/postal code.

State

[[v('customer.primary.primary-state')]]

The primary customer's selected state/province.

City

[[v('customer.primary.primary-city')]]

The primary customer's city.

Address

[[v('customer.primary.primary-address1')]]

The primary customer's primary address.

Email Address

[[v('customer.primary.email')]]

The primary customer's email address.

Secondary Phone Number

[[v('customer.primary.secondary-phone-number')]]

The primary customer's secondary phone number.

Primary Phone Number

[[v('customer.primary.primary-phone-number')]]

The primary customer's primary phone number.

Gender

[[v('customer.primary.gender')]]

The primary customer's selected gender.

Date Of Birth

[[v('customer.primary.gender')]]

The primary customer's selected gender.

Customer Status

[[v('customer.primary.status')]]

The primary customer's status.

Drivers License Number

[[v('customer.primary.drivers-license')]]

The primary customer's drivers license number.

Social Security Number

[[v('customer.primary.ssn')]]

The full primary customer’s SSN.

Generation Code

[[v('customer.primary.generation-code')]]

The primary customer's generation code (e.g. II, II, IV, V).

Last Name

[[v('customer.primary.last-name')]]

The primary customer's last name.

Middle Name

[[v('customer.primary.middle-name')]]

The primary customer's middle name.

First Name

[[v('customer.primary.first-name')]]

The primary customer's first name.

Customer Full Name

[[v('customer.primary.full-name')]]

The primary customer's first, middle, and last name.

Customer: Company Credit Limit

[[v('customer.primary.credit-limit')]]

The company credit limit, if the Customer Type is Flooring Customer

Customer: Company Name

[[v('customer.primary.company-name')]]

The company name, if the Customer Type is Flooring Customer or Company.

Customer Type

[[v('customer.primary.type')]]

The Customer Type of the primary customer for which it is generated (e.g. Individual, Flooring Company, Company).

Customer Payment

Payment values can be a little confusing at first glance, but make sense once you realize that there's both primary and secondary customers as well as primary and secondary payment profiles. Take, for instance, this variable for the payment method ID:

[[v('customer.primary.primary-pmt-method-id')]]

The first 'primary' tells us that this is the primary customer. The second tells us that this is that customer's primary payment profile. So, the secondary customer's secondary payment profile would look like this

[[v('customer.secondary.secondary-pmt-method-id')]]

While we list only the primary customer's primary account, it'll be easy to switch out 'primary' for 'secondary' to get either a secondary customer or secondary payment profile.

Name

Variable

Description

Primary Account Number Censored

[[v('customer.primary.primary-pmt-method-censored-account-number')]]

A censored account number for the primary customer's primary payment profile

Primary Payment Method Id

[[v('customer.primary.primary-pmt-method-id')]]

The method ID for the primary customer's primary payment profile

Primary Bank Name

[[v('customer.primary.primary-pmt-method-bank-name')]]

The bank name for the primary customer's primary payment profile

Primary Account Type (Bank Account)

[[v('customer.primary.primary-pmt-method-account-type')]]

The account type for the primary customer's primary payment profile

Primary Country

[[v('customer.primary.primary-pmt-method-country')]]

The country for the address on the primary customer's primary payment profile

Primary ZIP

[[v('customer.primary.primary-pmt-method-zipcode')]]

The ZIP for the address on the primary customer's primary payment profile

Primary State

[[v('customer.primary.primary-pmt-method-state')]]

The state for the address on the primary customer's primary payment profile

Primary City

[[v('customer.primary.primary-pmt-method-city')]]

The city for the address on the primary customer's primary payment profile

Primary Address 2

[[v('customer.primary.primary-pmt-method-address2')]]

Address Line 2 for the address on the primary customer's primary payment profile

Primary Address 1

[[v('customer.primary.primary-pmt-method-address1')]]

Address Line 1 for the address on the primary customer's primary payment profile

Primary Card Type

[[v('customer.primary.primary-pmt-method-cc-type')]]

The card type for the primary customer's primary payment profile

Primary Card Expires

[[companyFormatDateTime('customer.primary.primary-pmt-method-cc-expiration')]]

The expiration date for the primary customer's primary payment profile

Primary Account Number

[[v('customer.primary.primary-pmt-method-account-number')]]

The account number for the primary customer's primary payment profile

Primary Routing Number

[[v('customer.primary.primary-pmt-method-routing-number')]]

The routing number for the bank on the primary customer's primary payment profile

Primary Card Number

[[v('customer.primary.primary-pmt-method-cc-number')]]

The card number for the primary customer's primary payment profile

Primary Name on Account

[[v('customer.primary.primary-pmt-method-routing-number')]]

The name of the primary customer's primary payment profile

Primary Payment Method Type (Method)

[[v('customer.primary.primary-pmt-method-routing-number')]]

The account type (checking, savings, etc.) for the primary customer's primary payment profile

Primary Payment Method Title

[[v('customer.primary.primary-pmt-method-title')]]

The title for primary customer's primary payment profile

Customer Employer

Name

Variable

Description

GPS - Longitude

[[v('customer.primary.employer-gps-lon')]]

Displays the longitudinal coordinate of the  primary customer's employer.

GPS - Latitude

[[v('customer.primary.employer-gps-lat')]]

Displays the latitudinal coordinate of the  primary customer's employer.

Payroll Frequency

[[v('customer.primary.employer-pay-date-frequency')]]

Displays the Pay Date Frequency of the primary customer found in the Employer section of the Customer Manager.

Next Payroll Date

[[companyFormatDateTime('customer.primary.employer-pay-date')]]

Displays the Next Pay Date of the primary customer found in the Employer section of the Customer Manager.

Income Frequency

[[v('customer.primary.employer-income-frequency')]]

Displays the Income Frequency of the primary customer found in the Employer section of the Customer Manager.

Income

[[v('customer.primary.employer-income')]]

Displays the Income of the primary customer found in the Employer section of the Customer Manager.

Hire Date

[[companyFormatDateTime('customer.primary.employer-hire-date')]]

Displays the Hire Date of the primary customer found in the Employer section of the Customer Manager.

Employer Country

[[v('customer.primary.employer-country')]]

Displays the country of the primary customer’s employer.

Employer ZIP

[[v('customer.primary.employer-zipcode')]]

Displays the ZIP/postal code of the primary customer’s employer.

Employer State

[[v('customer.primary.employer-state')]]

Displays the state/province of the primary customer’s employer.

Employer City

[[v('customer.primary.employer-city')]]

Displays the city of the primary customer’s employer.

Employer Address

[[v('customer.primary.employer-address1')]]

Displays the address of the primary customer’s employer.

Employer Phone

[[v('customer.primary.employer-phone')]]

Displays the telephone number of the primary customer’s employer.

Title

[[v('customer.primary.employer-title')]]

Displays the employer title of the primary customer.

Employer Name

[[v('customer.primary.employer-company-name')]]

Displays the name of the primary customer’s employer.


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