Intake API
Overview
Provides an API for accountholders to self-serve claim submission using online banking or mobile app. This service enables accountholders to fraud and dispute claims online or using their mobile phone, reducing call volume and increasing accountholder satisfaction.Â
How It Works
This API is typically used in tandem with that Case Interaction API, enabling a complete end-to-end experience for accountholders. There are two configuration methods:
Widget powered by Alkami
Alkami is a platform that provides online banking services to many of our credit union members. Alkami provides an SDK that can be used to develop widget that run on the Alkami platform to extend functionality. Quavo has developed a widget using this SDK so that our create case and status widgets are available to end users within the Alkami online banking system. ÂGet Case URL Widget
Get Case URL is used to place calls in order to retrieve responses directly to the widget. These responses enable accountholders to submit new claims and review their case history, and take actions where enabled.Â
Demos
Mobile App
Online Banking
Responsibilities
Quavo Responsibilities |
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Client Responsibilities |
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Third Party Responsibilities |
Success Criteria
Content generated should mirror all changes requested to the letter package. For each letter changed, generate a sample and test that the appropriate updates were made.
Best Practices
Many clients have difficulty obtaining the necessary approvals to updated content in a timely manner. Begin this effort very early in the process.