Introduction - Fintech Financial

Jerry is Fintech Financial’s decisioning engine designed to streamline and automate the approval or rejection of leads in real-time. It serves as a core component of the loan qualification process, helping partners evaluate applicant eligibility based on provided financial and personal data.

How Jerry Works
To integrate Jerry effectively into your lead capture workflow, your frontend form must interact with two key API endpoints and embed a secure Flinks iframe.

Lead Data Submission
The lead creation process involves two steps:

Add Lead Endpoint
This is the initial step where you submit the primary details of the applicant. Upon success, it returns a unique leadId.

Update Lead Endpoint
This is used to supplement the lead with additional information collected later in the form flow.

Flinks Integration
Once you have the leadId, you must embed a Flinks iframe into your application form. This iframe allows the applicant to securely connect their bank account, enabling real-time access to their financial data.

The Flinks iframe must be initialized with a tag param that has to include:

leadId: Lead id returned in the add lead endpoint

tenantId: a static identifier that will be assigned to you during onboarding

{tenantId: 12345, leadId: 12345}

Jerry uses the combination of form data and financial insights retrieved via Flinks to assess the applicant and return a decision instantly or near-instantly.

Support & Assistance
We are committed to providing all the technical support necessary to help you implement Jerry successfully. For questions, integration issues, or feedback, don’t hesitate to reach out to us at:

📧 support@fintechfinancial.ca