MANTL Reports - Data Dictionary

Simplified Acquisition Report

Column Name Description Data Type Available In
client_id MANTL identifier for the client financial institution. STRING Data Export, Console, Direct SQL
initial_session_created_at Timestamp of when a specific browser session was started. Displayed in the 24-hour format YYYY-MM-DD HH:MM:SS. TIMESTAMP Data Export, Console, Direct SQL
application_created_at Timestamp of when an application is created. TIMESTAMP Data Export, Console, Direct SQL
application_submitted_at Timestamp of when an application is submitted. TIMESTAMP Data Export, Console, Direct SQL
account_created_at Timestamp of when an application is booked. TIMESTAMP Data Export, Console, Direct SQL
application_last_updated_at Last Modified Timestamp. Timestamp of when an application was last updated. TIMESTAMP Data Export, Console, Direct SQL
application_canceled_at Timestamp of when an application was canceled. TIMESTAMP Data Export, Console, Direct SQL
initial_session_id Identifier for the origin browser session which resulted in the acquisition data collection. STRING Data Export, Console, Direct SQL
ip_address PII. The IP address for applications that originated online. STRING Data Export, Console, Direct SQL
ip_country Country derived from the applicant’s IP address at the time of application. STRING Data Export, Console, Direct SQL
ip_state State or region derived from the applicant’s IP address at the time of application. STRING Data Export, Console, Direct SQL
ip_city City derived from the applicant’s IP address at the time of application. STRING Data Export, Console, Direct SQL
device_type Determines whether an application session was on desktop or mobile. STRING Data Export, Console, Direct SQL
platform Device-specific OS details. STRING Data Export, Console, Direct SQL
browser_type The type of internet browser, and active version, used during the application session. STRING Data Export, Console, Direct SQL
entrance_url__first_touch The origin URL for the first touch to the FI's website that led to additional behavior. STRING Data Export, Console, Direct SQL
referring_url__first_touch First attributable URL that linked to your site and initiated the session. If the user navigated directly to your site, or referral headers were stripped, then this value will appear as NULL. STRING Data Export, Console, Direct SQL
referring_domain__first_touch Domain of the first touch referring URL. STRING Data Export, Console, Direct SQL
entrance_url__last_non_direct_touch The origin URL for the last non direct touch to the FI's website that led to additional behavior. STRING Data Export, Console, Direct SQL
referring_url__last_non_direct_touch Last non-direct attributable URL that linked to your site and initiated the session. If the user navigated directly to your site, or referral headers were stripped, then this value will appear as NULL. STRING Data Export, Console, Direct SQL
referring_domain__last_non_direct_touch Domain of the last non direct referring URL. STRING Data Export, Console, Direct SQL
utm_source__first_touch UTM Source query parameter stored from a user's first known interaction with an FI's website. STRING Data Export, Console, Direct SQL
utm_campaign__first_touch UTM Campaign query parameter stored from a user's first known interaction with an FI's website. STRING Data Export, Console, Direct SQL
utm_medium__first_touch UTM Medium query parameter stored from a user's first known interaction with an FI's website. STRING Data Export, Console, Direct SQL
utm_content__first_touch UTM Content query parameter stored from a user's first known interaction with an FI's website. STRING Data Export, Console, Direct SQL
utm_term__first_touch UTM Term query parameter stored from a user's first known interaction with an FI's website. STRING Data Export, Console, Direct SQL
marketing_channel__first_touch Marketing Channel derived from a user's first known interaction with an FI's website. STRING Data Export, Console, Direct SQL
utm_source__last_non_direct_touch UTM Source query parameter from the user's last non-direct interaction. STRING Data Export, Console, Direct SQL
utm_campaign__last_non_direct_touch UTM Campaign query parameter from the user's last non-direct interaction. STRING Data Export, Console, Direct SQL
utm_medium__last_non_direct_touch UTM Medium query parameter from the user's last non-direct interaction. STRING Data Export, Console, Direct SQL
utm_content__last_non_direct_touch UTM Content query parameter from the user's last non-direct interaction. STRING Data Export, Console, Direct SQL
utm_term__last_non_direct_touch UTM Term query parameter from the user's last non-direct interaction. STRING Data Export, Console, Direct SQL
marketing_channel__last_non_direct_touch Marketing Channel derived from the user's last non-direct interaction. STRING Data Export, Console, Direct SQL
utm_source__app_start UTM Source query parameter from the session a user started the application. STRING Data Export, Console, Direct SQL
utm_campaign__app_start UTM Campaign query parameter from the session a user started the application. STRING Data Export, Console, Direct SQL
utm_medium__app_start UTM Medium query parameter from the session a user started the application. STRING Data Export, Console, Direct SQL
utm_content__app_start UTM Content query parameter from the session a user started the application. STRING Data Export, Console, Direct SQL
utm_term__app_start UTM Term query parameter from the session a user started the application. STRING Data Export, Console, Direct SQL
marketing_channel__app_start Marketing Channel derived from the session a user started the application. STRING Data Export, Console, Direct SQL
utm_source__app_submit UTM Source query parameter from the session a user submitted the application. STRING Data Export, Console, Direct SQL
utm_medium__app_submit UTM Medium query parameter from the session a user submitted the application. STRING Data Export, Console, Direct SQL
utm_campaign__app_submit UTM Campaign query parameter from the session a user submitted the application. STRING Data Export, Console, Direct SQL
utm_content__app_submit UTM Content query parameter from the session a user submitted the application. STRING Data Export, Console, Direct SQL
utm_term__app_submit UTM Term query parameter from the session a user submitted the application. STRING Data Export, Console, Direct SQL
marketing_channel__app_submit Marketing Channel derived from the session a user submitted the application. STRING Data Export, Console, Direct SQL
promo_code The promo code from a campaign that was used and resulted in an application. STRING Data Export, Console, Direct SQL
query_params__first_touch Query params from the acquisition STRING Data Export, Console, Direct SQL
number_of_sessions Number of unique sessions until an application was submitted for applications that originated online. INT64 Data Export, Console, Direct SQL
time_to_submit_application_minutes Time elapsed in minutes from when an application was created to when it was submitted. FLOAT64 Data Export, Console, Direct SQL
query_params__last_non_direct_touch Query params from the last non direct touch captured by the MANTL pixel. STRING Data Export, Console, Direct SQL
query_params__app_start Query params from the first application session STRING Data Export, Console, Direct SQL
application_id Primary Key. Unique identifier for Application. STRING Data Export, Console, Direct SQL
application_type Type of application created, e.g. [Create Account, Add Secondary Owner, Add Authorized Signer, etc.] STRING Data Export, Console, Direct SQL
query_params__app_submit Query params from the last application session STRING Data Export, Console, Direct SQL
account_type Type of account the applicant has selected, e.g. [Personal, Minor, Trust, Fiduciary, Retirement, etc.] STRING Data Export, Console, Direct SQL
gclid__first_touch Google Click ID from the user's first known interaction. STRING Data Export, Console, Direct SQL
product_type Type of product the applicant has selected, e.g. [Checking, Savings, CD] STRING Data Export, Console, Direct SQL
fbclid__first_touch Facebook Click ID from the user's first known interaction. STRING Data Export, Console, Direct SQL
product_name The name of the product the applicant has selected, e.g. Simple Checking STRING Data Export, Console, Direct SQL
msclkid__first_touch Microsoft Click ID from the user's first known interaction. STRING Data Export, Console, Direct SQL
application_status Current status of the application, e.g. [Not Submitted, Action Required, Manual Review Required, Approved, Booking Pending, Review Processing, Awaiting Booking Retry, Booking Processing, Rejected, Booked, Canceled] STRING Data Export, Console, Direct SQL
gclid__last_non_direct_touch Google Click ID from the user's last non-direct interaction. STRING Data Export, Console, Direct SQL
fbclid__last_non_direct_touch Facebook Click ID from the user's last non-direct interaction. STRING Data Export, Console, Direct SQL
kyc_outcome The most recent KYC outcome for the application, e.g. [Approved, Rejected, Manual Review] STRING Data Export, Console, Direct SQL
msclkid__last_non_direct_touch Microsoft Click ID from the user's last non-direct interaction. STRING Data Export, Console, Direct SQL
approval_type Indicator of whether an application was approved or denied without any human intervention (automated) or was manually reviewed. STRING Data Export, Console, Direct SQL
account_id Unique identifier for created accounts. STRING Data Export, Console, Direct SQL
gclid__app_start Google Click ID from the session when a user started the application. STRING Data Export, Console, Direct SQL
person_id Person unique identifier. STRING Data Export, Console, Direct SQL
fbclid__app_start Facebook Click ID from the session when a user started the application. STRING Data Export, Console, Direct SQL
msclkid__app_start Microsoft Click ID from the session when a user started the application. STRING Data Export, Console, Direct SQL
first_name PII. Person first name. STRING Data Export, Console, Direct SQL
last_name PII. Person last name. STRING Data Export, Console, Direct SQL
gclid__app_submit Google Click ID from the session when a user submitted the application. STRING Data Export, Console, Direct SQL
fbclid__app_submit Facebook Click ID from the session when a user submitted the application. STRING Data Export, Console, Direct SQL
email_address PII. Person email address. STRING Data Export, Console, Direct SQL
msclkid__app_submit Microsoft Click ID from the session when a user submitted the application. STRING Data Export, Console, Direct SQL
person_primary_address_country Country from the applicant’s primary residential address provided in the application. STRING Data Export, Console, Direct SQL
person_primary_address_state State or region from the applicant’s primary residential address provided in the application. STRING Data Export, Console, Direct SQL
person_primary_address_city City from the applicant’s primary residential address provided in the application. STRING Data Export, Console, Direct SQL
person_primary_address_line_1 First line of the applicant’s primary residential street address provided in the application. STRING Data Export, Console, Direct SQL
person_primary_address_line_2 Second line of the applicant’s primary residential street address (e.g., apartment, suite, or unit number). STRING Data Export, Console, Direct SQL
person_primary_address_zip_code Postal or ZIP code from the applicant’s primary residential address provided in the application. STRING Data Export, Console, Direct SQL
funded_amount The amount of the initial funding FLOAT64 Data Export, Console, Direct SQL
user_id Unique identifier for the user. STRING Data Export, Console, Direct SQL
is_existing_customer Indicator of whether applicant is an existing customer BOOLEAN Data Export, Console, Direct SQL
is_new_membership A true/false value. 'true' indicates that our application created a new credit union membership for the applicant in the course of processing the application. Only populated for booked accounts. BOOLEAN Data Export, Console, Direct SQL
first_name_md5 MD5 hash of the first name. STRING Direct SQL
first_name_sha256 SHA256 hash of the first name. STRING Direct SQL
last_name_md5 MD5 hash of the first name. STRING Direct SQL
last_name_sha256 SHA256 hash of the first name. STRING Direct SQL
email_md5 MD5 hash of the email address. STRING Direct SQL
email_sha256 SHA256 hash of the email address. STRING Direct SQL
mantl_last_synced_at The time at which the record was last synced with MANTL's database. TIMESTAMP Data Export, Console, Direct SQL

Simplified Agreements Report

Column Name Description Data Type Available In
client_id MANTL identifier for the client financial institution. STRING Data Export, Console, Direct SQL
application_created_at Timestamp of when the application was first created in the 24-hour format YYYY-MM-DD HH:MM:SS. TIMESTAMP Data Export, Console, Direct SQL
agreement_created_at Last Modified Timestamp. Timestamp of when an attestation was created at in the 24-hour format YYYY-MM-DD HH:MM:SS. TIMESTAMP Data Export, Console, Direct SQL
application_submitted_at Timestamp of when the application was first submitted in the 24-hour format YYYY-MM-DD HH:MM:SS. TIMESTAMP Data Export, Console, Direct SQL
account_created_at Timestamp of when the application was booked in the 24-hour format YYYY-MM-DD HH:MM:SS. TIMESTAMP Data Export, Console, Direct SQL
application_canceled_at Timestamp of when the application was canceled (if applicable) in the 24-hour format YYYY-MM-DD HH:MM:SS. TIMESTAMP Data Export, Console, Direct SQL
agreement_id Primary Key. MANTL unique identifier for the agreement. STRING Data Export, Console, Direct SQL
agreement_name The name of the agreement as configured in MANTL. STRING Data Export, Console, Direct SQL
agreement_url The URL containing the signed agreement. STRING Data Export, Console, Direct SQL
signature_type The signature type of the agreement. STRING Data Export, Console, Direct SQL
application_id Unique MANTL identifier for the application. STRING Data Export, Console, Direct SQL
reference_ids List of Account-Application Reference IDs for the application. STRING Data Export, Console, Direct SQL
is_bulk_application True/False whether or not an application would open multiple accounts when booked BOOLEAN Data Export, Console, Direct SQL
application_type The type of application created. STRING Data Export, Console, Direct SQL
account_type The type of account that the application relates to. STRING Data Export, Console, Direct SQL
product_type Type of product the applicant has selected. STRING Data Export, Console, Direct SQL
product_name MANTL unique ID relating to the product that is being applied for on this application STRING Data Export, Console, Direct SQL
application_status Current status of the application. [Not Submitted, Action Required, Manual Review Required, Approved, Booking Pending, Review Processing, Awaiting Booking Retry, Booking Processing, Rejected, Booked, Canceled] STRING Data Export, Console, Direct SQL
originating_experience Indicates if the application was started from the self-service flow, or from the MANTL Admin Console. [Online, In-Branch] STRING Data Export, Console, Direct SQL
initial_session_id Identifier for the applicant's origin browser session which resulted in the acquisition data collection. STRING Data Export, Console, Direct SQL
ip_address PII. The IP address for applications that originated online. STRING Data Export, Console, Direct SQL
account_id Unique identifier for created accounts. STRING Data Export, Console, Direct SQL
account_number PII. The new account number for an application that results in a booked account. Empty if the application didn't result in account opening. STRING Data Export, Console, Direct SQL
person_id MANTL unique identifier for the applicant. STRING Data Export, Console, Direct SQL
person_core_id Applicant id found in the financial institution's core. This is only included for applications successfully booked to the core. STRING Data Export, Console, Direct SQL
organization_id The MANTL system's unique identifier of the business that is applying for an account. STRING Data Export, Console, Direct SQL
organization_core_id The core's unique identifier of the business that is applying for an account. This will only be populated if it is an existing customer of the financial institution applying for an additional account. STRING Data Export, Console, Direct SQL
first_name PII. Applicant first name. STRING Data Export, Console, Direct SQL
organization_type The type of business that is applying for an account. STRING Data Export, Console, Direct SQL
last_name PII. Applicant last name. STRING Data Export, Console, Direct SQL
social_security_number PII. Applicant social security number. STRING Data Export, Console, Direct SQL
mantl_last_synced_at The time at which the record was last synced with MANTL's database. TIMESTAMP Data Export, Console, Direct SQL
email_address PII. Applicant email address. STRING Data Export, Console, Direct SQL
organization_legal_name PII. This is the full legal name of the business that is applying for an account. STRING Data Export, Console, Direct SQL
organization_tax_id PII. The tax ID or EIN of a business applying for an account. This will be SSN if sole proprietor. STRING Data Export, Console, Direct SQL

Simplified Attestations Report

Column Name Description Data Type Available In
application_created_at Timestamp of when the application was first created in the 24-hour format YYYY-MM-DD HH:MM:SS. TIMESTAMP Data Export, Console, Direct SQL
client_id MANTL identifier for the client financial institution. STRING Data Export, Console, Direct SQL
attestation_created_at Last Modified Timestamp. Timestamp of when an attestation was created at in the 24-hour format YYYY-MM-DD HH:MM:SS. TIMESTAMP Data Export, Console, Direct SQL
application_submitted_at Timestamp of when the application was first submitted in the 24-hour format YYYY-MM-DD HH:MM:SS. TIMESTAMP Data Export, Console, Direct SQL
account_created_at Timestamp of when the application was booked in the 24-hour format YYYY-MM-DD HH:MM:SS. TIMESTAMP Data Export, Console, Direct SQL
application_canceled_at Timestamp of when the application was canceled (if applicable) in the 24-hour format YYYY-MM-DD HH:MM:SS. TIMESTAMP Data Export, Console, Direct SQL
attestation_id Primary Key. MANTL unique identifier for the attestation. STRING Data Export, Console, Direct SQL
attestation_name The name of the attestation as configured in MANTL. STRING Data Export, Console, Direct SQL
attestation_displayed_copy Attestation displayed copy viewed by the applicant. STRING Data Export, Console, Direct SQL
application_id Unique MANTL identifier for the application. STRING Data Export, Console, Direct SQL
reference_ids List of Account-Application Reference IDs for the application. STRING Data Export, Console, Direct SQL
is_bulk_application True/False whether or not an application would open multiple accounts when booked BOOLEAN Data Export, Console, Direct SQL
application_type The type of application created. STRING Data Export, Console, Direct SQL
account_type The type of account that the application relates to. STRING Data Export, Console, Direct SQL
product_type Type of product the applicant has selected. STRING Data Export, Console, Direct SQL
product_name MANTL unique ID relating to the product that is being applied for on this application. STRING Data Export, Console, Direct SQL
application_status Current status of the application. [Not Submitted, Action Required, Manual Review Required, Approved, Booking Pending, Review Processing, Awaiting Booking Retry, Booking Processing, Rejected, Booked, Canceled] STRING Data Export, Console, Direct SQL
originating_experience Indicates if the application was started from the self-service flow, or from the MANTL Admin Console. [Online, In-Branch] STRING Data Export, Console, Direct SQL
initial_session_id Identifier for the applicant's origin browser session which resulted in the acquisition data collection. STRING Data Export, Console, Direct SQL
ip_address PII. The IP address for applications that originated online. STRING Data Export, Console, Direct SQL
account_id Unique identifier for created accounts. STRING Data Export, Console, Direct SQL
account_number PII. The new account number for an application that results in a booked account. Empty if the application didn't result in account opening. STRING Data Export, Console, Direct SQL
person_id MANTL unique identifier for the applicant. STRING Data Export, Console, Direct SQL
person_core_id Applicant id found in the financial institution's core. This is only included for applications successfully booked to the core. STRING Data Export, Console, Direct SQL
organization_id The MANTL system's unique identifier of the business that is applying for an account. STRING Data Export, Console, Direct SQL
organization_core_id The core's unique identifier of the business that is applying for an account. This will only be populated if it is an existing customer of the financial institution applying for an additional account. STRING Data Export, Console, Direct SQL
first_name PII. Applicant first name. STRING Data Export, Console, Direct SQL
last_name PII. Applicant last name. STRING Data Export, Console, Direct SQL
organization_type The type of business that is applying for an account. STRING Data Export, Console, Direct SQL
social_security_number PII. Applicant social security number. STRING Data Export, Console, Direct SQL
mantl_last_synced_at The time at which the record was last synced with MANTL's database. TIMESTAMP Data Export, Console, Direct SQL
email_address PII. Applicant email address. STRING Data Export, Console, Direct SQL
organization_legal_name PII. The full legal name of the business that is applying for an account. STRING Data Export, Console, Direct SQL
organization_tax_id PII. The tax ID or EIN of a business applying for an account. This will be SSN if sole proprietor. STRING Data Export, Console, Direct SQL

Simplified Behavior Report

Column Name Description Data Type Available In
client_id MANTL identifier for the client financial institution. STRING Data Export, Console, Direct SQL
initial_session_created_at Timestamp of when a specific browser session was started. Displayed in the 24-hour format YYYY-MM-DD HH:MM:SS. TIMESTAMP Data Export, Console, Direct SQL
page_viewed_at Last Modified Timestamp. Timestamp of when a specific page was accessed during a self-serve application. Displayed in the 24-hour format YYYY-MM-DD HH:MM:SS. TIMESTAMP Data Export, Console, Direct SQL
application_created_at Timestamp of when an application is created. TIMESTAMP Data Export, Console, Direct SQL
application_submitted_at Timestamp of when an application is submitted. TIMESTAMP Data Export, Console, Direct SQL
account_created_at Timestamp of when an application is booked. TIMESTAMP Data Export, Console, Direct SQL
application_last_updated_at Timestamp of when an application was last updated. TIMESTAMP Data Export, Console, Direct SQL
application_canceled_at Timestamp of when an application was canceled. TIMESTAMP Data Export, Console, Direct SQL
page_view_id Primary Key. MANTL unique identifier for the specific page view. STRING Data Export, Console, Direct SQL
page_view_name The MANTL configured name of the page viewed during self-serve applications. STRING Data Export, Console, Direct SQL
initial_session_id Identifier for the applicant's origin browser session which resulted in the acquisition data collection. STRING Data Export, Console, Direct SQL
base_url The base URL of the page viewed during self-serve applications. STRING Data Export, Console, Direct SQL
page_route The route of the page viewed during self-serve applications. STRING Data Export, Console, Direct SQL
ip_address PII. The IP address for applications that originated online. STRING Data Export, Console, Direct SQL
query_params The query params of the Entrance URL. STRING Data Export, Console, Direct SQL
country The applicant's country as captured from their IP address. STRING Data Export, Console, Direct SQL
previous_page_route The route of the previous page viewed. STRING Data Export, Console, Direct SQL
state The applicant's region, or state, as per their IP address. STRING Data Export, Console, Direct SQL
session_id Identifier for the applicant's browser session which resulted in the acquisition data collection. STRING Data Export, Console, Direct SQL
city The applicant's city as captured from their IP address. STRING Data Export, Console, Direct SQL
device_type Determines whether an application session was on desktop or mobile. STRING Data Export, Console, Direct SQL
platform Device-specific OS details. STRING Data Export, Console, Direct SQL
entrance_url The origin URL for the applicant's acquisition capture that led to additional behavior. STRING Data Export, Console, Direct SQL
referring_url URL that linked to your site and initiated the session. If the user navigated directly to your site, or referral headers were stripped, then this value will appear as NULL downstream and as `direct` in the UI. STRING Data Export, Console, Direct SQL
referring_domain Domain of the referring URL. STRING Data Export, Console, Direct SQL
utm_source Applicant's original starting point that lead them to an application. This could be a website name, search engine, newsletter name, or social network. STRING Data Export, Console, Direct SQL
utm_campaign Campaign that resulted in a visit to the application link. STRING Data Export, Console, Direct SQL
user_id Unique identifier for the user who viewed the page. STRING Console, Direct SQL
utm_medium The source used to share and access the application link. This could be email, social, cost per click (cpc), or another method. STRING Data Export, Console, Direct SQL
utm_content Used to determine what someone clicked to get to the application when there are multiple links pointing to the same URL. STRING Data Export, Console, Direct SQL
utm_term Keyword(s) resulted in a visit to the application link. STRING Data Export, Console, Direct SQL
promo_code The promo code from a campaign that was used and resulted in an application. STRING Data Export, Console, Direct SQL
number_of_sessions Number of unique sessions until an application was submitted for applications that originated online. INTEGER Data Export, Console, Direct SQL
time_to_submit_application_minutes Time elapsed in minutes from when an application was created to when it was submitted. FLOAT64 Data Export, Console, Direct SQL
application_id Unique identifier for Application. STRING Data Export, Console, Direct SQL
application_type Type of application created. STRING Data Export, Console, Direct SQL
account_type Type of account the applicant has selected. STRING Data Export, Console, Direct SQL
product_type Type of product the applicant has selected. STRING Data Export, Console, Direct SQL
product_name The name of the product the applicant has selected. STRING Data Export, Console, Direct SQL
application_status Current status of the application. STRING Data Export, Console, Direct SQL
kyc_outcome Most recent KYC outcome for the application. STRING Data Export, Console, Direct SQL
approval_type Indicator of whether an application was approved or denied without any human intervention (automated) or was manually reviewed. STRING Data Export, Console, Direct SQL
account_id Unique identifier for created accounts. STRING Data Export, Console, Direct SQL
person_id Person unique identifier. STRING Data Export, Console, Direct SQL
first_name PII. Person first name. STRING Data Export, Console, Direct SQL
last_name PII. Person last name. STRING Data Export, Console, Direct SQL
email_address PII. Person email address. STRING Data Export, Console, Direct SQL
first_name_md5 MD5-hash of the first name of the applicant, as entered by them on the application. STRING Direct SQL
first_name_sha256 SHA-256-hash of the first name of the applicant, as entered by them on the application. STRING Direct SQL
last_name_md5 MD5-hash of the last name of the applicant, as entered by them on the application. STRING Direct SQL
last_name_sha256 SHA-256-hash of the last name of the applicant, as entered by them on the application. STRING Direct SQL
mantl_last_synced_at The time at which the record was last synced with MANTL's database. TIMESTAMP Data Export, Console, Direct SQL
email_address_md5 The MD5 hash of the person email address. STRING Direct SQL
email_address_sha256 The SHA-256 hash of the person email address. STRING Direct SQL

Simplified Business Applications Report

Column Name Description Data Type Available In
client_id MANTL identifier for the client financial institution. STRING Data Export, Console, Direct SQL
application_created_at Timestamp of when the application was created in 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
application_submitted_at Timestamp of when the application was first submitted in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
application_first_assigned_at Timestamp of when the application was first assigned to an assignee in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
account_created_at Timestamp of when the application was booked in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
application_last_updated_at Last Modified Timestamp. Timestamp of when the application was last updated in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
handoff_last_sent_at Timestamp of the last time a handoff was sent to the account owner. Displayed in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
application_last_reviewed_at Timestamp of the last time the application went through a KYC review. Displayed in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
application_canceled_at Timestamp of when the application was canceled (if applicable) in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
application_id Unique MANTL identifier for the application. STRING Data Export, Console, Direct SQL
application_type The type of application created. [Create Account, Add Authorized Signer, Update Persons] STRING Data Export, Console, Direct SQL
reference_id Primary Key. Unique MANTL identifier for the account-application. STRING Data Export, Console, Direct SQL
account_type The type of account that the application relates to. STRING Data Export, Console, Direct SQL
is_bulk_application True/False whether or not an application would open multiple accounts when booked BOOLEAN Data Export, Console, Direct SQL
account_variant The raw account variant type or the label of the account variant designated by the client. STRING Data Export, Console, Direct SQL
product_type Type of product the applicant has selected. [Checking, Savings, CD] STRING Data Export, Console, Direct SQL
product_name Name of the product that is being applied for on this application. STRING Data Export, Console, Direct SQL
major_code Product major code. STRING Data Export, Console, Direct SQL
minor_code Product minor code. STRING Data Export, Console, Direct SQL
assignee_id MANTL unique identifier for someone set as the assignee for an application. STRING Data Export, Console, Direct SQL
assignee_name Application assignee full name. STRING Data Export, Console, Direct SQL
originating_branch_code The internal code of the originating branch STRING Data Export, Console, Direct SQL
primary_officer_name The name of application's primary officer at the financial institution STRING Data Export, Console, Direct SQL
primary_officer_code The internal code of the primary officer at the financial institution STRING Data Export, Console, Direct SQL
application_status Current status of the application. [Not Submitted, Action Required, Manual Review Required, Approved, Booking Pending, Review Processing, Awaiting Booking Retry, Booking Processing, Rejected, Booked, Canceled] STRING Data Export, Console, Direct SQL
cancellation_reason The reason for the application's cancellation. Empty if the application was not cancelled. STRING Data Export, Console, Direct SQL
application_approval_type The type of approval that the application has received. Ex. ['Automated', 'Manual'] STRING Data Export, Console, Direct SQL
application_is_submitted Indicates whether an application is submitted. [Yes, No] BOOLEAN Data Export, Console, Direct SQL
account_is_created Indicates whether an application is booked. [Yes, No] BOOLEAN Data Export, Console, Direct SQL
application_is_cancelled Indicates whether an application is booked. [Yes, No] BOOLEAN Data Export, Console, Direct SQL
required_actions The list of items remaining on the Checklist that must be addressed before submitting the application. Ex. Missing Signatures, Missing Attestations, Missing Entity Fields STRING Data Export, Console, Direct SQL
bypass_required_actions Yes or No regarding whether or not the application was submitted with overrides. STRING Data Export, Console, Direct SQL
kyc_outcome Most recent KYC outcome for the application. [Approved, Rejected, Manual Review] STRING Data Export, Console, Direct SQL
kyc_summary_tags List of summary tags returned from KYC evaluation. Ex. KYC Address Match, KYC Name Match STRING Data Export, Console, Direct SQL
initial_kyc_outcome The initial KYC Outcome for the application. Ex. [Approved, Rejected, Manual Review] STRING Data Export, Console, Direct SQL
kyc_approval_type Indicates whether an application was approved or denied without any human intervention (automated) or was manually reviewed. Ex. [Automated, Manual] STRING Data Export, Console, Direct SQL
manual_evaluator_name PII. Name of individual that manually reviewed the application. STRING Data Export, Console, Direct SQL
kyc_manual_review_notes Notes submitted during the manual review. STRING Data Export, Console, Direct SQL
funding_method The type of funding input used for the initial deposit. [Instant Account Verification, Manual Entry, Debit Card, Internal Transfer] STRING Data Export, Console, Direct SQL
funding_amount The amount of the initial funding in cents. FLOAT64 Data Export, Console, Direct SQL
manual_funding_notes The notes entered by the banker when a user funds manually in the branch STRING Data Export, Console, Direct SQL
documents_uploaded List of documents uploaded by the applicant. STRING Data Export, Console, Direct SQL
originating_experience Indicates if the application was started from the self-service flow, or from the MANTL Admin Console. [Online, In-Branch] STRING Data Export, Console, Direct SQL
initial_session_id Identifier for the applicant's origin browser session which resulted in the acquisition data collection. STRING Data Export, Console, Direct SQL
ip_address PII. The IP address for applications that originated online. STRING Data Export, Console, Direct SQL
entrance_url__first_touch The origin URL for the applicant's first touch acquisition capture that led to additional behavior. STRING Data Export, Console, Direct SQL
entrance_url__last_non_direct_touch The origin URL for the applicant's last non-direct touch acquisition capture that led to additional behavior. STRING Data Export, Console, Direct SQL
promo_code The promo code from a campaign that was used and resulted in an application. STRING Data Export, Console, Direct SQL
number_of_sessions Number of unique sessions until an application was submitted, for applications that originated online. INTEGER Data Export, Console, Direct SQL
time_to_submit_application Time elapsed in minutes from when an application was created to when it was submitted. FLOAT64 Data Export, Console, Direct SQL
time_in_queue Time elapsed in minutes from when an application was created to when it was first assigned. Ex. 4.91 FLOAT64 Data Export, Console, Direct SQL
account_id Unique identifier for created accounts. STRING Data Export, Console, Direct SQL
account_number PII. The new account number for an application that results in a booked account. Empty if the application didn't result in an account opening. STRING Data Export, Console, Direct SQL
person_id MANTL unique identifier for the applicant. STRING Data Export, Console, Direct SQL
person_core_id Applicant ID found in the financial institution's core. This is only included for applications successfully booked to the core. STRING Data Export, Console, Direct SQL
is_application_with_existing_customer Indicator of whether an organization is an existing customer by checking if their org ID exists in the core. BOOLEAN Data Export, Console, Direct SQL
is_new_membership A true/false value. 'true' indicates that our application created a new credit union membership for the applicant in the course of processing the application. Only populated for booked accounts. BOOLEAN Console, Direct SQL
person_age Person age in years. INTEGER Data Export, Console, Direct SQL
first_name The first name of the applicant, as entered by them on the application. STRING Data Export, Console, Direct SQL
primary_address_city Person primary address city. STRING Data Export, Console, Direct SQL
last_name The last name of the applicant, as entered by them on the application. STRING Data Export, Console, Direct SQL
primary_address_state Person primary address state. STRING Data Export, Console, Direct SQL
social_security_number PII. Person social security number. STRING Data Export, Console, Direct SQL
person_date_of_birth PII. Person date of birth. STRING Data Export, Console, Direct SQL
primary_address_zip_code Person primary address zip code. STRING Data Export, Console, Direct SQL
additional_identification Additional identification methods provided by the applicant. STRING Data Export, Console, Direct SQL
state_of_issue State of issue for additional identification method. STRING Data Export, Console, Direct SQL
person_email_address PII. Person email address. STRING Data Export, Console, Direct SQL
mobile_telephone PII. Person mobile telephone number. STRING Data Export, Console, Direct SQL
issue_date Issue date of additional identification method. STRING Data Export, Console, Direct SQL
expiration_date Expiration date of additional identification method. STRING Data Export, Console, Direct SQL
primary_address_line_1 PII. Person primary address line one. STRING Data Export, Console, Direct SQL
source_of_wealth Person source of wealth. STRING Data Export, Console, Direct SQL
primary_address_line_2 PII. Person primary address line two. STRING Data Export, Console, Direct SQL
occupation Person occupation details. STRING Data Export, Console, Direct SQL
occupation_description The description of the applicant's occupation, as entered by them on the application. STRING Data Export, Console, Direct SQL
title Title of person completing the application. STRING Data Export, Console, Direct SQL
ownership_percentage Ownership percentage of the person completing the application. FLOAT64 Data Export, Console, Direct SQL
identification_id PII. ID number provided for additional identification method. STRING Data Export, Console, Direct SQL
is_politically_exposed Enhanced due diligence field that indicates whether a person is politically exposed. [Yes, No] STRING Data Export, Console, Direct SQL
politically_exposed_name_of_related_official Name of the politically exposed person to whom the applicant is related STRING Data Export, Console, Direct SQL
us_residency_status US residency status of the applicant. [US Citizen, Permanent Resident, Non-Resident Alien] STRING Data Export, Console, Direct SQL
politically_exposed_public_office_country Country of the public office of the politically exposed person to whom the applicant is related STRING Data Export, Console, Direct SQL
politically_exposed_relationship_to_official Relationship of the applicant to the politically exposed person STRING Data Export, Console, Direct SQL
organization_id MANTL system's unique identifier of the business that is applying for an account. STRING Data Export, Console, Direct SQL
organization_core_id The core's unique identifier of the business that is applying for an account. This will only be populated if it is an existing customer of the financial institution applying for an account. STRING Data Export, Console, Direct SQL
organization_type The type of business that is applying for an account. STRING Data Export, Console, Direct SQL
organization_tax_id The EIN of a business applying for an account. This will be SSN if sole proprietor. STRING Data Export, Console, Direct SQL
description_of_business The description of the business entered in the application. STRING Data Export, Console, Direct SQL
business_address_city Business primary address city. STRING Data Export, Console, Direct SQL
business_address_state Business primary address state. STRING Data Export, Console, Direct SQL
business_address_zip_code Business primary address zip code. STRING Data Export, Console, Direct SQL
industry_classification_naics The NAICS description and code of the business. STRING Data Export, Console, Direct SQL
number_of_employees The number of employees at the business. STRING Data Export, Console, Direct SQL
number_of_locations The number of business locations. STRING Data Export, Console, Direct SQL
organization_legal_name PII. The full legal name of the business that is applying for an account. STRING Data Export, Console, Direct SQL
is_nonprofit Yes or No regarding whether or not the business is a non-profit (if applicable). Ex. [Yes, No] STRING Data Export, Console, Direct SQL
is_commercial_real_estate Yes or No regarding whether or not the primary business function is commercial real estate (if applicable). Ex. [Yes, No] STRING Data Export, Console, Direct SQL
is_marijuana_related_business Yes or No regarding whether or not the business is marijuana or cannabis-related (if applicable). Ex. [Yes, No] STRING Data Export, Console, Direct SQL
organization_dba PII. Doing Business As (DBA) name of the business that is applying for an account. STRING Data Export, Console, Direct SQL
is_cash_intensive_business Yes or No regarding whether or not the business is cash intensive (if applicable). Ex. [Yes, No] STRING Data Export, Console, Direct SQL
cash_intensive_business_type Type of cash-intensive business if applicable. Ex. Restaurants, Bars, Dry Cleaning, etc. STRING Data Export, Console, Direct SQL
date_established PII. The date on which the business was established. STRING Data Export, Console, Direct SQL
is_nonbanking_financial_institution Yes or No regarding whether or not the business is a non-banking financial institution (if applicable). Ex. [Yes, No] STRING Data Export, Console, Direct SQL
business_website_url PII. The website URL of the business. STRING Data Export, Console, Direct SQL
is_professional_services_provider Yes or No regarding whether or not the business is a provider of professional services (if applicable). Ex. [Yes, No] STRING Data Export, Console, Direct SQL
is_designating_power_of_attorney Yes or No regarding whether or not the business is planning to grant power of attorney over this account to another party. Ex. [Yes, No] STRING Data Export, Console, Direct SQL
business_address_line_1 PII. Business primary address line one. STRING Data Export, Console, Direct SQL
business_address_line_2 PII. Business primary address line two. STRING Data Export, Console, Direct SQL
purpose_of_account Purpose of the account as entered in the application. Ex. Payroll STRING Data Export, Console, Direct SQL
expected_frequency_of_deposits The expected frequency of deposits. Ex. Weekly STRING Data Export, Console, Direct SQL
expected_deposit_method The expected method of deposits. Ex. Domestic Wire Transfer STRING Data Export, Console, Direct SQL
does_expect_cash_activity The expected cash activity for the account. Ex. [Yes, No] STRING Data Export, Console, Direct SQL
does_expect_cash_deposits Yes or No regarding whether or not the business expects cash deposits (if applicable). Ex. [Yes, No] STRING Data Export, Console, Direct SQL
expected_cash_deposit_volume The expected monthly cash deposit volume of the business. Ex. $50,001 - 250,000 STRING Data Export, Console, Direct SQL
state_bar_info The state bar information for the business. STRING Console, Direct SQL
does_expect_cash_withdrawals Yes or No regarding whether or not the business expects cash withdrawals (if applicable). Ex. [Yes, No] STRING Data Export, Console, Direct SQL
expected_cash_withdrawal_volume The expected monthly cash withdrawal volume of the business. Ex. $50,001 - 250,000 STRING Data Export, Console, Direct SQL
does_expect_check_activity Yes or No regarding whether or not the business expects check activity (if applicable). Ex. [Yes, No] STRING Data Export, Console, Direct SQL
does_expect_check_deposits Yes or No regarding whether or not the business expects check deposits (if applicable). Ex. [Yes, No] STRING Data Export, Console, Direct SQL
expected_check_deposit_volume The expected monthly check deposit volume of the business. Ex. $50,001 - 250,000 STRING Data Export, Console, Direct SQL
does_expect_check_withdrawals Yes or No regarding whether or not the business expects check withdrawals (if applicable). Ex. [Yes, No] STRING Data Export, Console, Direct SQL
expected_check_withdrawal_volume The expected monthly check withdrawal volume of the business. Ex. $50,001 - 250,000 STRING Data Export, Console, Direct SQL
does_expect_internal_transfer_activity Yes or No regarding whether or not the business expects internal transfer activity (if applicable). Ex. [Yes, No] STRING Data Export, Console, Direct SQL
does_expect_internal_deposits Yes or No regarding whether or not the business expects internal deposits (if applicable). Ex. [Yes, No] STRING Data Export, Console, Direct SQL
expected_internal_deposit_volume The expected monthly internal deposit volume of the business. Ex. $50,001 - 250,000 STRING Data Export, Console, Direct SQL
internal_deposit_account_details Account details for internal deposits. STRING Data Export, Console, Direct SQL
purpose_of_internal_deposits The purpose of the account. Ex. Savings STRING Data Export, Console, Direct SQL
does_expect_internal_withdrawals Yes or No regarding whether or not the business expects internal withdrawals (if applicable). Ex. [Yes, No] STRING Data Export, Console, Direct SQL
expected_internal_withdrawals_volume The expected monthly internal withdrawal volume of the business. Ex. $50,001 - 250,000 STRING Data Export, Console, Direct SQL
internal_withdrawals_account_details Account details for internal withdrawals. STRING Data Export, Console, Direct SQL
purpose_of_internal_withdrawals The purpose of the account. Ex. Cash Purchases STRING Data Export, Console, Direct SQL
does_expect_ach_origination_activity Yes or No regarding whether or not the business expects ACH origination activity (if applicable). Ex. [Yes, No] STRING Data Export, Console, Direct SQL
does_expect_ach_origination_deposits Yes or No regarding whether or not the business expects ACH origination deposits (if applicable). Ex. [Yes, No] STRING Data Export, Console, Direct SQL
expected_ach_origination_deposit_volume The expected monthly ACH origination deposit volume of the business. Ex. $50,001 - 250,000 STRING Data Export, Console, Direct SQL
does_expect_ach_origination_withdrawals Yes or No regarding whether or not the business expects ACH origination withdrawals (if applicable). Ex. [Yes, No] STRING Data Export, Console, Direct SQL
expected_ach_origination_withdrawal_volume The expected monthly ACH origination withdrawal volume of the business. Ex. $50,001 - 250,000 STRING Data Export, Console, Direct SQL
does_expect_ach_transfer_activity Yes or No regarding whether or not the business expects ACH ACH transfer activity (if applicable). Ex. [Yes, No] STRING Data Export, Console, Direct SQL
does_expect_domestic_ach_deposits Yes or No regarding whether or not the business expects domestic ACH deposits (if applicable). Ex. [Yes, No] STRING Data Export, Console, Direct SQL
expected_domestic_ach_deposit_volume The expected monthly domestic ACH deposit volume of the business. Ex. $50,001 - 250,000 STRING Data Export, Console, Direct SQL
does_expect_domestic_ach_withdrawals Yes or No regarding whether or not the business expects domestic ACH withdrawals (if applicable). Ex. [Yes, No] STRING Data Export, Console, Direct SQL
expected_domestic_ach_withdrawal_volume The expected monthly domestic ACH withdrawal volume of the business. Ex. $50,001 - 250,000 STRING Data Export, Console, Direct SQL
does_expect_foreign_ach_deposits Yes or No regarding whether or not the business expects foreign ACH deposits (if applicable). Ex. [Yes, No] STRING Data Export, Console, Direct SQL
expected_foreign_ach_deposit_volume The expected monthly foreign ACH deposit volume of the business. Ex. $50,001 - 250,000 STRING Data Export, Console, Direct SQL
expected_number_of_foreign_ach_deposits The expected number of monthly foreign ACH deposits. Ex. 2 STRING Data Export, Console, Direct SQL
expected_foreign_deposit_ach_countries_involved The expected countries involved for foreign deposits, Ex. UK, FR, SP STRING Data Export, Console, Direct SQL
does_expect_foreign_ach_withdrawals Yes or No regarding whether or not the business expects foreign ACH withdrawals (if applicable). Ex. [Yes, No] STRING Data Export, Console, Direct SQL
expected_foreign_ach_withdrawal_volume The expected monthly foreign ACH withdrawal volume of the business. Ex. $50,001 - 250,000 STRING Data Export, Console, Direct SQL
expected_number_of_foreign_ach_withdrawals The expected number of monthly foreign ACH withdrawals. Ex. 2 STRING Data Export, Console, Direct SQL
expected_foreign_withdrawal_ach_countries_involved The expected countries involved for foreign deposits, Ex. UK, FR, SP STRING Data Export, Console, Direct SQL
does_expect_wire_transfer_activity Yes or No regarding whether or not the business expects wire activity (if applicable). Ex. [Yes, No] STRING Data Export, Console, Direct SQL
does_expect_domestic_wire_deposits Yes or No regarding whether or not the business expects domestic wire deposits (if applicable). Ex. [Yes, No] STRING Data Export, Console, Direct SQL
expected_monthly_domestic_wire_deposit_volume The expected monthly domestic wire deposit volume of the business. Ex. $50,001 - 250,000 STRING Data Export, Console, Direct SQL
purpose_of_domestic_wire_deposits The purpose of the domestic wire deposits. Ex. Purchase orders STRING Data Export, Console, Direct SQL
does_expect_domestic_wire_withdrawals Yes or No regarding whether or not the business expects domestic wire withdrawals (if applicable). Ex. [Yes, No] STRING Data Export, Console, Direct SQL
expected_domestic_wire_withdrawal_volume The monthly expected domestic wire withdrawal volume of the business. Ex. $50,001 - 250,000 STRING Data Export, Console, Direct SQL
purpose_of_domestic_wire_withdrawals The purpose of domestic wire withdrawals. Ex. Purchase orders STRING Data Export, Console, Direct SQL
does_expect_foreign_wire_deposits Yes or No regarding whether or not the business expects foreign wire transfer deposits (if applicable). Ex. [Yes, No] STRING Data Export, Console, Direct SQL
expected_foreign_wire_deposit_volume The monthly expected foreign wire transfer deposit volume of the business. Ex. $50,001 - 250,000 STRING Data Export, Console, Direct SQL
expected_number_of_foreign_wire_transfer_deposits The expected number of monthly foreign wire transfer deposits. Ex. 2 STRING Data Export, Console, Direct SQL
expected_foreign_deposit_wire_transfers_countries_involved The expected countries involved for foreign wire transfer deposits. Ex. UK, FR, SP STRING Data Export, Console, Direct SQL
purpose_of_foreign_wire_transfer_deposits The purpose of foreign wire transfer deposits. Ex. Foreign Affairs STRING Data Export, Console, Direct SQL
does_expect_foreign_wire_withdrawals Yes or No regarding whether or not the business expects foreign wire transfer withdrawals (if applicable). Ex. [Yes, No] STRING Data Export, Console, Direct SQL
expected_foreign_wire_withdrawal_volume The monthly expected foreign wire transfer withdrawal volume of the business. Ex. $50,001 - 250,000 STRING Data Export, Console, Direct SQL
expected_number_of_foreign_wire_transfer_withdrawals The expected number of monthly foreign wire transfer withdrawals. Ex. 2 STRING Data Export, Console, Direct SQL
expected_foreign_withdrawal_wire_transfers_countries_involved The expected countries involved for foreign wire transfer withdrawals. Ex. UK, FR, SP STRING Data Export, Console, Direct SQL
purpose_of_foreign_wire_transfer_withdrawals The purpose of foreign wire transfer withdrawals. Ex. Foreign Affairs STRING Data Export, Console, Direct SQL
does_expect_remote_deposits Yes or No regarding whether or not the business expects remote deposits (if applicable). Ex. [Yes, No] STRING Data Export, Console, Direct SQL
expected_remote_deposit_volume The monthly expected remote deposit volume of the business. Ex. $50,001 - 250,000 STRING Data Export, Console, Direct SQL
is_involved_in_digital_currency Yes or No regarding whether the business is involved in digital currency. BOOLEAN Data Export, Console, Direct SQL
is_money_service_business Yes or No regarding whether the business transmits or converts money. BOOLEAN Data Export, Console, Direct SQL
is_has_relationships_with_foreign_shell_banks Yes or No regarding whether the business has relationships with foreign shell banks. BOOLEAN Data Export, Console, Direct SQL
is_has_private_banking_relationships_with_pep_or_nras Yes or No regarding whether the business has private banking relationships with Politically Exposed Persons or Non-Resident Aliens. BOOLEAN Data Export, Console, Direct SQL
is_third_party_service_provider Yes or No regarding whether the business is a third-party service provider. BOOLEAN Data Export, Console, Direct SQL
is_does_third_party_payment_processing Yes or No regarding whether the business does third-party payment processing. BOOLEAN Data Export, Console, Direct SQL
is_owned_by_a_foreign_entity_or_individual Yes or No regarding whether the business is owned by a foreign entity or individual. BOOLEAN Data Export, Console, Direct SQL
purpose_of_account_other_description_business Purpose of account description for "other" STRING Data Export, Console, Direct SQL
is_publicly_traded Yes or No regarding whether the business is publicly traded. BOOLEAN Data Export, Console, Direct SQL
ticker_symbol Ticker symbol for the business if it is publicly traded. STRING Data Export, Console, Direct SQL
ngo_type Type of Non-Governmental Organization if applicable. STRING Data Export, Console, Direct SQL
ngo_purpose_description Purpose of Non-Governmental Organization if applicable. STRING Data Export, Console, Direct SQL
geographical_impact_of_ngo Geographical impact of Non-Governmental Organization if applicable. STRING Data Export, Console, Direct SQL
ngo_funding_description Description of NGO funding if applicable. STRING Data Export, Console, Direct SQL
ngo_source_of_funds_description Description of source of NGO funds if applicable. STRING Data Export, Console, Direct SQL
ngo_disbursement_criteria_description NGO disbursement criteria if applicable. STRING Data Export, Console, Direct SQL
provider_of_professional_services_type Provider of professional services type if applicable. STRING Data Export, Console, Direct SQL
provider_of_professional_services_type_other_description Description of the provider of professional services if type 'Other' was selected STRING Data Export, Console, Direct SQL
cash_intensive_business_type_description Type of cash-intensive business description if applicable. STRING Data Export, Console, Direct SQL
atm_total_count Total count of ATMs operated by the business. STRING Data Export, Console, Direct SQL
atm_location_description Description of ATM locations. STRING Data Export, Console, Direct SQL
is_are_atm_accounts_with_bank Yes or No regarding whether the ATM accounts are with the bank. BOOLEAN Data Export, Console, Direct SQL
is_does_customer_replenish_atm Yes or No regarding whether the customer replenishes the ATM(s). BOOLEAN Data Export, Console, Direct SQL
nonbank_financial_institution_type Nonbank financial institution type if applicable. STRING Data Export, Console, Direct SQL
is_has_purchased_50k_plus_of_precious_goods Yes or No regarding whether the business has purchased $50k+ of precious goods. BOOLEAN Data Export, Console, Direct SQL
is_has_received_50k_plus_of_precious_goods Yes or No regarding whether the business has recieved $50k+ of precious goods. BOOLEAN Data Export, Console, Direct SQL
is_does_nonbank_financial_institution_conduct_due_diligence Yes or No regarding whether the non-bank financial institution conducts due diligence if applicable. BOOLEAN Data Export, Console, Direct SQL
is_does_nonbank_financial_institution_review_client_source_of_wealth Yes or No regarding whether the non-bank financial institution reviews client source of wealth if applicable. BOOLEAN Data Export, Console, Direct SQL
is_does_nonbank_financial_institution_screen_clients_in_ofac_list Yes or No regarding whether the non-bank financial institution screens clients in the Office of Foreign Assets Control list if applicable. BOOLEAN Data Export, Console, Direct SQL
is_has_aml_procedures_for_nonbank_financial_institution Yes or No regarding whether the non-bank financial institution has Anti-Money Laundering procedures if applicable. BOOLEAN Data Export, Console, Direct SQL
nonbank_financial_institution_description Description of the non-bank financial institution if applicable. STRING Data Export, Console, Direct SQL
is_involved_directly_in_marijuana_trade Yes or No regarding whether the business is involved directly in the marijuana trade. BOOLEAN Data Export, Console, Direct SQL
atms_leased_or_owned Whether the ATMs operated by the business are leased or owned. STRING Data Export, Console, Direct SQL
is_has_atms_on_site True or false value indicating the customers response to the qustion regarding the presence of ATMs on-site regarding whether the business has ATMs on site. BOOLEAN Data Export, Console, Direct SQL
registration_state The state in which the business is registered. STRING Data Export, Console, Direct SQL
registration_country The country in which the business is registered. STRING Data Export, Console, Direct SQL
atm_replenish_method The method by which the ATMs are replenished, Ex Cash-on-Hand, etc. STRING Data Export, Console, Direct SQL
is_has_aml_officer_for_nonbank_financial_institution Yes or No regarding whether the non-bank financial institution has an Anti-Money Laundering officer if applicable. BOOLEAN Data Export, Console, Direct SQL
is_has_aml_training_for_nonbank_financial_institution Yes or No regarding whether the non-bank financial institution has Anti-Money Laundering training if applicable. BOOLEAN Data Export, Console, Direct SQL
source_of_cash The source of cash for the business. STRING Data Export, Console, Direct SQL
first_name_md5 MD5-hash of the first name of the applicant, as entered by them on the application. STRING Direct SQL
first_name_sha256 SHA-256-hash of the first name of the applicant, as entered by them on the application. STRING Direct SQL
last_name_md5 MD5-hash of the last name of the applicant, as entered by them on the application. STRING Direct SQL
last_name_sha256 SHA-256-hash of the last name of the applicant, as entered by them on the application. STRING Direct SQL
person_email_address_md5 The MD5 hash of the person email address. STRING Direct SQL
person_email_address_sha256 The SHA-256 hash of the person email address. STRING Direct SQL
mobile_telephone_md5 The MD5 hash of applicant's mobile phone number, as entered by them on the application. STRING Direct SQL
mobile_telephone_sha256 The SHA-256 hash of applicant's mobile phone number, as entered by them on the application. STRING Direct SQL
primary_address_zip_code_md5 The MD5 hash of the zip code of the primary address of the applicant, as entered by them on the application. STRING Direct SQL
primary_address_zip_code_sha256 The SHA-256 hash of the zip code of the primary address of the applicant, as entered by them on the application. STRING Direct SQL
marketing_channel__first_touch Marketing Channel derived from a user's first known interaction with an FI's website. STRING Data Export, Console, Direct SQL
marketing_channel__last_non_direct_touch Marketing Channel derived from a user's last known interaction with an FI's website that had marketing parameters. STRING Data Export, Console, Direct SQL
marketing_channel__app_start Marketing Channel derived from the session a user started the application. STRING Data Export, Console, Direct SQL
marketing_channel__app_submit Marketing Channel derived from the session a user submitted the application. STRING Data Export, Console, Direct SQL
real_estate_properties JSON-array-like string that lists the real estate properties owned by the business. STRING Data Export, Console, Direct SQL
application_funnel_stage The highest numerical funnel stage reached on an application INTEGER Data Export, Console, Direct SQL
application_funnel_stage_description None STRING Data Export, Console, Direct SQL
application_canceled_by_experience The application originating experience that the user who cancelled the application was using STRING Data Export, Console, Direct SQL
mantl_last_synced_at The time at which the record was last synced with MANTL's database. TIMESTAMP Data Export, Console, Direct SQL
application_canceled_by_email The lower-cased email of the user that cancelled the application STRING Data Export, Console, Direct SQL

Simplified Consumer Applications Report

Column Name Description Data Type Available In
client_id MANTL identifier for the client financial institution. STRING Data Export, Console, Direct SQL
application_created_at Timestamp of when an application is created in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
application_submitted_at Timestamp of when the application was first submitted in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
application_first_assigned_at Timestamp of when the application was first assigned to an assignee in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
account_created_at Timestamp of when the application was booked in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
application_last_updated_at Timestamp of when the application was last updated in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
application_handoff_last_sent_at Timestamp of the last time an account handoff was sent to the account owner. Displayed in 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
application_last_reviewed_at Timestamp of the last time the application went through a KYC review. Displayed in 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
application_last_executed_at Timestamp of the last time the application went through a booking attempt. Displayed in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
application_canceled_at Timestamp of when the application was canceled (if applicable) in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
application_id Primary Key. Unique MANTL identifier for the application. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
application_type The type of application created. Ex. [Create Account, Add Secondary Owner] STRING Data Export, Console, Direct SQL
reference_id Primary Key. Unique MANTL identifier for the account-application. STRING Data Export, Console, Direct SQL
account_type The type of account that the application relates to. Ex. [Personal, Minor, Trust, Fiduciary, Retirement] STRING Data Export, Console, Direct SQL
is_bulk_application True/False whether or not an application would open multiple accounts when booked BOOLEAN Data Export, Console, Direct SQL
account_variant The raw account variant type or the label of the account variant designated by the client. STRING Data Export, Console, Direct SQL
product_type Type of product the applicant has selected. Ex. ['Checking', 'Savings', 'Certificate of Deposit'] STRING Data Export, Console, Direct SQL
product_name MANTL unique ID relating to the product that is being applied for on this application Ex. Simple Checking STRING Data Export, Console, Direct SQL
product_major_code Product major code. Ex. CHK STRING Data Export, Console, Direct SQL
product_minor_code Product minor code. Ex. HY1 STRING Data Export, Console, Direct SQL
plan_id None STRING Data Export, Console, Direct SQL
assignee_id A universally unique identifier, defined by MANTL, for the person at the financial institution who has been assigned the given application. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
assignee_name The name of the person at the financial institution who has been assigned the given application. STRING Data Export, Console, Direct SQL
originating_branch_code The internal code of the originating branch. Defined by the financial institution in their config. STRING Data Export, Console, Direct SQL
primary_officer_name The name of the application's primary officer at the financial institution, designated by the financial institution. STRING Data Export, Console, Direct SQL
primary_officer_code The internal code of application's primary officer at the financial institution, defined by the financial institution in their config. STRING Data Export, Console, Direct SQL
application_status Current status of the application as shown in the MANTL console. Ex. ['Approved', 'Action Required', 'Manual Review Required', etc.] STRING Data Export, Console, Direct SQL
cancellation_reason The reason for the application's cancellation. Empty if the application was not cancelled. STRING Data Export, Console, Direct SQL
application_approval_type The type of approval that the application has received. Ex. ['Automated', 'Manual'] STRING Data Export, Console, Direct SQL
application_is_submitted A yes/no value. 'Yes' indicates that an application has been submitted for review at any point since creation. BOOLEAN Data Export, Console, Direct SQL
account_is_created A yes/no value. 'Yes' indicates that an account that is associated to the application has been created. For 'Create Account' applications, this means that the account successfully booked. For 'Add Secondary Owner' applications, the value will always equal yes, because the pre-existing account has already been created, by definition. BOOLEAN Data Export, Console, Direct SQL
application_is_cancelled A yes/no value. 'Yes' indicates that an application has been cancelled. BOOLEAN Data Export, Console, Direct SQL
required_actions The list of items remaining on the checklist that must be addressed before the application can be booked (if the applicant has not been permitted to bypass required actions). Ex. ['Missing Signatures', 'Missing Entity Fields', 'Missing Initial Deposit', 'Missing Attestations', 'Edd Requirement'] STRING Data Export, Console, Direct SQL
bypass_required_actions A Yes/No value. 'Yes' indicates that the application was permitted to submit without completing every required action. STRING Data Export, Console, Direct SQL
kyc_outcome Most recent KYC outcome for the application. Ex. [Approved, Rejected, Manual Review, Pending] STRING Data Export, Console, Direct SQL
kyc_summary_tags List of summary tags returned from the automated KYC evaluation. Ex. KYC Address Match, KYC Name Match STRING Data Export, Console, Direct SQL
kyc_approval_type Indicates whether an application was approved or denied without any human intervention (automated) or was manually reviewed. Ex. [Automated, Manual] STRING Data Export, Console, Direct SQL
initial_kyc_outcome The initial KYC Outcome for the application. Ex. [Approved, Rejected, Manual Review] STRING Data Export, Console, Direct SQL
manual_evaluator_name Name of individual at the client financial institution that manually reviewed the application. STRING Data Export, Console, Direct SQL
kyc_manual_review_notes Notes submitted by the manual reviewer at the client financial institution during the manual review. Ex. 'Found more than 4 fraud risk flags. Rejecting application due to possible fraud'. STRING Data Export, Console, Direct SQL
funding_method The unique successful funding methods used for the application's initial deposit(s). If multiple funding methods were used, they will be separated by a comma. STRING Data Export, Console, Direct SQL
funding_amount The total amount in dollars deposited from successful funding transactions associated with the application. FLOAT64 Data Export, Console, Direct SQL
manual_funding_notes The notes entered by the banker when a user funds manually in the branch STRING Data Export, Console, Direct SQL
funding_source_account_number_string The account number of the account that was used to fund the application. STRING Data Export, Console
remaining_application_funding_attempts The number of remaining funding attempts for the application INTEGER Data Export, Console, Direct SQL
funding_transaction_kyc_summary_tags The number of remaining funding attempts for the application STRING Data Export, Console, Direct SQL
funding_source_routing_number_string The routing number of the account that was used to fund the application. STRING Data Export, Console
funding_source_routing_number The routing number of the account that was used to fund the application, cast as a FLOAT64 data type. FLOAT64 Direct SQL
originating_experience Indicates if the application was started from the self-service flow, or from the MANTL Admin Console. Ex. [Online, In-Branch] STRING Data Export, Console, Direct SQL
documents_uploaded List of documents uploaded by the applicant. Ex. ['Driver’s License', 'Utility Bill'] STRING Data Export, Console, Direct SQL
funding_source_account_number The account number of the account that was used to fund the application, cast as a FLOAT64 data type. FLOAT64 Direct SQL
entrance_url__first_touch The first attributable URL or web address from which users entered the FI's website. STRING Data Export, Console, Direct SQL
initial_session_id Identifier for the applicant's origin browser session which resulted in the acquisition data collection. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
entrance_url__last_non_direct_touch The origin URL for the applicant's last non-direct touch acquisition capture that led to additional behavior. STRING Data Export, Console, Direct SQL
ip_address The IP address from the browser session from which the application was submitted. Ex. 34.162.183.179 STRING Data Export, Console, Direct SQL
query_params__first_touch The query params of the First Touch Entrance URL. STRING Data Export, Console, Direct SQL
query_params__last_non_direct_touch The query params of the Last Non Direct Touch Entrance URL. STRING Data Export, Console, Direct SQL
referring_domain__first_touch The URL or web address that referred the user to the First Touch entrance URL. STRING Data Export, Console, Direct SQL
referring_domain__last_non_direct_touch The URL or web address that referred the user to the Last Non Direct Touch entrance URL. STRING Data Export, Console, Direct SQL
number_of_sessions Number of unique sessions until an application was submitted, for applications that originated online. Ex. 3 INTEGER Data Export, Console, Direct SQL
promo_code The promo code from a campaign that was used and resulted in an application. Ex. MB01 STRING Data Export, Console, Direct SQL
account_id Unique identifier for created accounts. There may be more than one Account ID associated with an application. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
time_to_submit_application Time elapsed in minutes from when an application was created to when it was submitted. Ex. 4.91 FLOAT64 Data Export, Console, Direct SQL
time_in_queue Time elapsed in minutes from when an application was created to when it was first assigned. Ex. 4.91 FLOAT64 Data Export, Console, Direct SQL
person_core_id Applicant id found in the financial institution's core. This is only included for applications successfully booked to the core, or persons who have been synced from the core. Ex. 123456789 STRING Data Export, Console, Direct SQL
person_id MANTL unique identifier for the applicant. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
account_number The new account number for an application that results in a booked account. Empty if the application didn't result in account opening. There may be more than one Account Number associated with an application. Ex. 12345678901234 STRING Data Export, Console, Direct SQL
person_age Person age in years. Ex. 52 INTEGER Data Export, Console, Direct SQL
is_application_with_existing_customer A true/false value. 'true' indicates that the applicant was found to exist in the client financial institution's core prior to the given application's booking. BOOLEAN Data Export, Console, Direct SQL
is_new_membership A true/false value. 'true' indicates that our application created a new credit union membership for the applicant in the course of processing the application. Only populated for booked accounts. BOOLEAN Data Export, Console, Direct SQL
primary_address_state The state of the primary address of the applicant, as entered by them on the application. STRING Data Export, Console, Direct SQL
primary_address_city The city of the primary address of the applicant, as entered by them on the application. STRING Data Export, Console, Direct SQL
first_name The first name of the applicant, as entered by them on the application. STRING Data Export, Console, Direct SQL
primary_address_country The country of the primary address of the applicant, as entered by them on the application. STRING Data Export, Console, Direct SQL
middle_name The middle name of the applicant, as entered by them on the application. STRING Data Export, Console, Direct SQL
additional_identification Additional identification methods provided by the applicant. Ex. Driver’s License STRING Data Export, Console, Direct SQL
last_name The last name of the applicant, as entered by them on the application. STRING Data Export, Console, Direct SQL
primary_address_zip_code The zip code of the primary address of the applicant, as entered by them on the application. STRING Data Export, Console, Direct SQL
issue_date Issue date of additional identification method. Ex. 44218 STRING Data Export, Console, Direct SQL
suffix The suffix of the applicant, as entered by them on the application. STRING Data Export, Console, Direct SQL
social_security_number PII. Person tax identifier — SSN when present, otherwise ITIN (e.g. resident aliens). Ex. 555-66-7777 or 957875047 STRING Data Export, Console, Direct SQL
state_of_issue State of issue for additional identification method. Ex. PA STRING Data Export, Console, Direct SQL
source_of_wealth Person source of wealth. Ex. Employment Income STRING Data Export, Console, Direct SQL
person_date_of_birth PII. Person date of birth. Ex. 25588 STRING Data Export, Console, Direct SQL
expiration_date Expiration date of additional identification method. Ex. 45679 STRING Data Export, Console, Direct SQL
is_credit_union_member Credit-union-only field. Yes/No value. 'Yes' indicates that the applicant is a member of the credit union. STRING Console, Direct SQL
person_email_address PII. Person email address. Ex. dwight.schrute@dundermifflin.com STRING Data Export, Console, Direct SQL
mobile_telephone The applicant's mobile phone number, as entered by them on the application. STRING Data Export, Console, Direct SQL
occupation Person occupation details. Ex. Business Management and Administration STRING Data Export, Console, Direct SQL
primary_address_line_1 The first line of the primary address of the applicant, as entered by them on the application. STRING Data Export, Console, Direct SQL
occupation_description The description of the applicant's occupation, as entered by them on the application. STRING Data Export, Console, Direct SQL
primary_address_line_2 The second line of the primary address of the applicant, as entered by them on the application. STRING Data Export, Console, Direct SQL
current_employer The name of the applicant's current employer, as entered by them on the application. STRING Data Export, Console, Direct SQL
member_eligibility_criteria Credit-union-only field. The eligibility criteria that the applicant meets to be eligible for membership at the financial institution. STRING Data Export, Console, Direct SQL
is_politically_exposed_person Yes/No value. 'Yes' indicates that the applicant is a politically exposed person. STRING Data Export, Console, Direct SQL
credit_union_employer_id Credit-union-only field. The Credit Union's identifier for the employer Ex. 1831 STRING Console, Direct SQL
us_residency_status The US Residency status of the applicant. Equals either 'US Citizen' or 'Resident Alien'. STRING Data Export, Console, Direct SQL
politically_exposed_name_of_related_official The name of the public official to which the applicant is related, as entered by them on the application. STRING Data Export, Console, Direct SQL
mailing_address_line_1 The first line of the mailing address of the applicant, as entered by them on the application. STRING Data Export, Console, Direct SQL
mailing_address_line_2 The second line of the mailing address of the applicant, as entered by them on the application. STRING Data Export, Console, Direct SQL
politically_exposed_relationship_to_official Enhanced due diligence field that indicates the relationship between the applicant and a politically exposed person (e.g. 'Business Partner', 'Nephew', 'Grandmother', etc.) STRING Data Export, Console, Direct SQL
politically_exposed_public_office_country Enhanced due diligence field that indicates the two-letter code of the country of the public office by which the applicant is politically exposed (e.g. 'MX', 'US', etc.) STRING Data Export, Console, Direct SQL
mailing_address_city The city of the mailing address of the applicant, as entered by them on the application. STRING Data Export, Console, Direct SQL
first_name_sha256 SHA-256-hash of the first name of the applicant, as entered by them on the application. STRING Direct SQL
mailing_address_state The state of the mailing address of the applicant, as entered by them on the application. STRING Data Export, Console, Direct SQL
mailing_address_zip_code The zip code of the mailing address of the applicant, as entered by them on the application. STRING Data Export, Console, Direct SQL
first_name_md5 MD5-hash of the first name of the applicant, as entered by them on the application. STRING Direct SQL
last_name_sha256 SHA-256-hash of the last name of the applicant, as entered by them on the application. STRING Direct SQL
security_phrase_hint The applicant's security phrase hint. STRING Data Export, Console, Direct SQL
last_name_md5 MD5-hash of the last name of the applicant, as entered by them on the application. STRING Direct SQL
security_phrase The applicant's security phrase. STRING Data Export, Console, Direct SQL
person_email_address_sha256 The SHA-256 hash of the person email address. STRING Direct SQL
mother_maiden_name The applicant's mother's maiden name. STRING Data Export, Console, Direct SQL
person_email_address_md5 The MD5 hash of the person email address. STRING Direct SQL
mobile_telephone_sha256 The SHA-256 hash of applicant's mobile phone number, as entered by them on the application. STRING Direct SQL
identification_id ID number provided for additional identification method. Ex. S12345674567 STRING Data Export, Console, Direct SQL
mobile_telephone_md5 The MD5 hash of applicant's mobile phone number, as entered by them on the application. STRING Direct SQL
primary_address_zip_code_sha256 The SHA-256 hash of the zip code of the primary address of the applicant, as entered by them on the application. STRING Direct SQL
primary_address_zip_code_md5 The MD5 hash of the zip code of the primary address of the applicant, as entered by them on the application. STRING Direct SQL
marketing_channel__first_touch Marketing Channel derived from a user's first known interaction with an FI's website. STRING Data Export, Console, Direct SQL
marketing_channel__last_non_direct_touch Marketing Channel derived from a user's last known interaction with an FI's website that had marketing parameters. STRING Data Export, Console, Direct SQL
marketing_channel__app_start Marketing Channel derived from the session a user started the application. STRING Data Export, Console, Direct SQL
marketing_channel__app_submit Marketing Channel derived from the session a user submitted the application. STRING Data Export, Console, Direct SQL
referral_source The name of the referral, as noted by the applicant STRING Data Export, Console, Direct SQL
backup_withholding A True/False value. 'True' indicates that the applicant is subject to backup withholding. STRING Data Export, Console, Direct SQL
application_funnel_stage The highest numerical funnel stage reached on an application INTEGER Data Export, Console, Direct SQL
application_funnel_stage_description None STRING Data Export, Console, Direct SQL
application_canceled_by_experience The application originating experience that the user who cancelled the application was using STRING Data Export, Console, Direct SQL
mantl_last_synced_at The time at which the record was last synced with MANTL's database. TIMESTAMP Data Export, Console, Direct SQL
cu_membership_seg_code The seg code of the applicant's credit union membership. STRING Data Export, Console
credit_union_employer Credit-union-only field. The name of the employer of the applicant, as entered by them on the application. STRING Data Export, Console
application_canceled_by_email The lower-cased email of the user that cancelled the application STRING Data Export, Console, Direct SQL

Simplified Decisioning Report

Column Name Description Data Type Available In
application_created_at Timestamp of when the application was first created in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
client_id MANTL identifier for the client financial institution. STRING Data Export, Console, Direct SQL
evaluation_created_at Timestamp of when the KYC evaluation was conducted in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
evaluation_last_updated_at Last Modified Timestamp. Timestamp of when the KYC evaluation was last updated in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
application_submitted_at Timestamp of when the application was first submitted in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
account_created_at Timestamp of when the application was booked in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
application_last_updated_at Timestamp of when the application was last updated in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
application_last_reviewed_at Timestamp of the last time the application went through a KYC review. Displayed in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
application_canceled_at Timestamp of when the application was canceled (if applicable) in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
application_id Unique MANTL identifier for the application. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
reference_ids List of unique MANTL identifiers for the account-application. One value if application is not bulk. STRING Data Export, Console, Direct SQL
is_bulk_application True/False whether or not an application would open multiple accounts when booked BOOLEAN Data Export, Console, Direct SQL
application_type The type of application created. Ex. [Create Account, Add Secondary Owner] STRING Data Export, Console, Direct SQL
account_type The type of account that the application relates to. Ex. [Personal, Minor, Trust, Fiduciary, Retirement] STRING Data Export, Console, Direct SQL
product_type Type of product the applicant has selected. Ex. [Checking, Savings, CD] STRING Data Export, Console, Direct SQL
product_name MANTL unique ID relating to the product that is being applied for on this application Ex. Simple Checking STRING Data Export, Console, Direct SQL
application_status Current status of the application in MANTL. Ex. [Not Submitted, Action Required, Manual Review Required, Approved, Booking Pending, Review Processing, Awaiting Booking Retry, Booking Processing, Rejected, Booked, Canceled] STRING Data Export, Console, Direct SQL
required_actions The list of items remaining on the Checklist that must be addressed before submitting the application. Ex. Missing Signatures, Missing Attestations, Missing Entity Fields STRING Data Export, Console, Direct SQL
bypass_required_actions Yes or No regarding whether or not the application was submitted with overrides. Ex. [Yes, No] BOOLEAN Data Export, Console, Direct SQL
kyc_outcome Most recent KYC outcome for the application. Ex. [Approved, Rejected, Manual Review] STRING Data Export, Console, Direct SQL
kyc_approval_type Indicator of whether an application was approved or denied without any human intervention (automated) or was manually reviewed. Ex. [Automated, Manual Review] STRING Data Export, Console, Direct SQL
manual_evaluator_name Name of individual that manually reviewed the application. Ex. Michael Scott STRING Data Export, Console, Direct SQL
manual_evaluator_notes Notes submitted during the manual review. Ex. More than 4 fraud risk flags. Rejecting application due to possible fraud. DS STRING Data Export, Console, Direct SQL
id Primary Key. MANTL unique identifier for the evaluation conducted. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
kyc_evaluation_type The type of evaluation conducted. Ex. [Person, Funding Transaction, Person Relationship, Organization] STRING Data Export, Console, Direct SQL
evaluation_source The source of the evaluation. Ex. [Alloy, AlloyJourneys, Effectiv, etc.] STRING Data Export, Console, Direct SQL
kyc_evaluation_token Unique token corresponding to the KYC evaluation. Ex. L-WulezltOXBMyqzKi3siG STRING Data Export, Console, Direct SQL
kyc_entity_token Unique identifier for an organization or person. Ex. P-YqN9237SAeDw3vkPcJob STRING Data Export, Console, Direct SQL
kyc_application_token Token of the application that was run. Ex. UYT65lCrP2MozmTS9IGIIcz84GEliTHq STRING Data Export, Console, Direct SQL
kyc_application_version Unique Alloy identifier for the application version used during an evaluation. Ex. 32 STRING Data Export, Console, Direct SQL
kyc_summary_tags List of summary tags returned from KYC evaluation. Ex. KYC Address Match, KYC Name Match STRING Data Export, Console, Direct SQL
summary_score The summary score returned by Alloy from the KYC evaluation STRING Data Export, Console, Direct SQL
matched_data_sources Data sources executed during evaluation. Ex. Iovation, Qualifile, Socure 30, White Pages Pro, ID Analytics ID Score, Lexis Nexis Instand ID STRING Data Export, Console, Direct SQL
summary_services The summary of services returned from the KYC evaluation STRING Data Export, Console, Direct SQL
diligence_watchlist_matches The list of watchlists that Alloy connected as relevant to the applicant. Stored as a JSON-array-like string. STRING Data Export, Console, Direct SQL
qualifile_score The Qualifile score returned during the evaluation (if applicable). Ex. 800 INTEGER Data Export, Console, Direct SQL
qualifile_reason_codes The Qualifile reason codes and definitions returned during the evaluation (if applicable). Ex. 925 - My Definition Here, 907 - My Other Definition Here STRING Data Export, Console, Direct SQL
champion_challenger_id The champion challenger ID returned by Alloy. Ex 9400 STRING Data Export, Console, Direct SQL
qualifile_account_action_info The qualifile account action info returned during the evaluation (if applicable). A JSON-like string. STRING Data Export, Console, Direct SQL
telecheck_score The Telecheck returned during the evaluation (if applicable). Ex. 200 INTEGER Data Export, Console, Direct SQL
bizchex_score The BizChex score returned during the evaluation (if applicable). Ex. 79 INTEGER Data Export, Console, Direct SQL
bixchex_reason_codes The BizChex reason codes and definitions returned during the evaluation (if applicable). Ex. 925 - My Definition Here, 907 - My Other Definition Here STRING Data Export, Console, Direct SQL
id_analytics_id_score The BizChex score returned during the evaluation (if applicable). Ex. 500 INTEGER Data Export, Console, Direct SQL
id_analytics_id_reason_codes The ID Analytics reason codes and definitions returned during the evaluation (if applicable). Ex. 925 - My Definition Here, 907 - My Other Definition Here STRING Data Export, Console, Direct SQL
iovation_raw_score The numeric raw Iovation score returned by the provider from the KYC evaluation INTEGER Data Export, Console, Direct SQL
equifax_isrb_score The numeric Equifax ISRB score returned by the provider from the KYC evaluation FLOAT64 Data Export, Console, Direct SQL
ekata_identity_check_score The numeric Ekata Identity Check score returned by the provider from the KYC evaluation FLOAT64 Data Export, Console, Direct SQL
socure_30_sigma_fraud_score The Socure 30 Sigma Fraud score returned during the evaluation (if applicable). Ex. 0.059 FLOAT64 Data Export, Console, Direct SQL
socure_30_email_risk_score The Socure 30 Email Risk score returned during the evaluation (if applicable). Ex. 0.998 FLOAT64 Data Export, Console, Direct SQL
socure_30_reason_codes The Socure 30 reason codes and definitions returned during the evaluation (if applicable). Ex. I121 - My Def, I127 - My Other Def, I550 - My Third Def STRING Data Export, Console, Direct SQL
diligence_fraud_average_normalized_score The average normalized score returned by Alloy from the evaluation FLOAT64 Data Export, Console, Direct SQL
id_analytics_certain_id_score The ID Analytics Certain ID score returned by Alloy from the evaluation FLOAT64 Data Export, Console, Direct SQL
lexis_nexis_instant_id_reason_codes The LexisNexis Instant ID reason codes and definitions returned during the evaluation (if applicable). Ex. 925 - My Definition Here, 907 - My Other Definition Here STRING Data Export, Console, Direct SQL
social_media_urls The social media media urls that Alloy connected to the applicant Ex. https://twitter.com/ STRING Data Export, Console, Direct SQL
funding_transaction_id MANTL unique ID for the initial account opening deposit. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
funding_amount The amount of the initial funding in cents. Ex. 500 FLOAT64 Data Export, Console, Direct SQL
funding_method The type of funding input used for the initial deposit. Ex. [Instant Account Verification, Manual Entry, Debit Card, Internal Transfer] STRING Data Export, Console, Direct SQL
funding_source_routing_number The account number for the funding source used to execute the initial account deposit. Relevant if the applicant used the manual funding or bank login funding options. Ex. 30569309025904 STRING Data Export, Console, Direct SQL
funding_source_account_number PII. The routing number for the funding source used to execute the initial account deposit. Relevant if the applicant used the manual funding or bank login funding options. Ex. 21000021 STRING Data Export, Console, Direct SQL
remaining_application_funding_attempts Remaining funding attempts based on the client configuration. Ex. 2 INTEGER Data Export, Console, Direct SQL
originating_experience Indicates if the application was started from the self-service flow, or from the MANTL Admin Console. Ex. [Online, In-Branch] STRING Data Export, Console, Direct SQL
name_on_card PII. The name on the applicant’s debit card (if applicable). Ex. Dwight Kurt Schrute III STRING Data Export, Console, Direct SQL
initial_session_id Identifier for the applicant's origin browser session which resulted in the acquisition data collection. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
device_type Determines whether an application session was on desktop or mobile. Ex. Mobile STRING Data Export, Console, Direct SQL
platform Device-specific OS details. Ex. Mac OS X 10.14.4 STRING Data Export, Console, Direct SQL
browser_type The type of internet browser, and active version, used during the application session. Ex. Chrome 100.0.4876 STRING Data Export, Console, Direct SQL
entrance_url The origin URL for the applicant's acquisition capture that led to additional behavior. Ex. https://www.mantlbank.com/ STRING Data Export, Console, Direct SQL
ip_address PII. The IP address for applications that originated online. Ex. 34.162.183.179 STRING Data Export, Console, Direct SQL
promo_code The promo code from a campaign that was used and resulted in an application. Ex. MB01 STRING Data Export, Console, Direct SQL
number_of_sessions Number of unique sessions until an application was submitted for applications that originated online. Ex. 3 INTEGER Data Export, Console, Direct SQL
account_id Unique identifier for created accounts. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
person_id MANTL unique identifier for the applicant. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
person_core_id Applicant id found in the financial institution's core. This is only included for applications successfully booked to the core. Ex. 123456789 STRING Data Export, Console, Direct SQL
is_existing_customer Indicator of whether a person is an existing customer by checking if they exist in the core. Ex. [Yes, No] BOOLEAN Data Export, Console, Direct SQL
is_new_membership A true/false value. 'true' indicates that our application created a new credit union membership for the applicant in the course of processing the application. Only populated for booked accounts. BOOLEAN Data Export, Console, Direct SQL
primary_address_city Person primary address city. Ex. Honesdale STRING Data Export, Console, Direct SQL
account_number PII. The new account number for an application that results in a booked account. Empty if the application didn't result in account opening. Ex. 12345678901234 STRING Data Export, Console, Direct SQL
primary_address_zip_code Person primary address zip code. Ex. 18431 STRING Data Export, Console, Direct SQL
primary_address_state Person primary address stare. Ex. PA STRING Data Export, Console, Direct SQL
primary_address_country Person primary address country. Ex. US STRING Data Export, Console, Direct SQL
person_age PII. Person age in years. Ex. 52 INTEGER Data Export, Console, Direct SQL
source_of_wealth Person source of wealth. Ex. Salary/Employment Income STRING Data Export, Console, Direct SQL
first_name PII. Person first name. Ex. Dwight STRING Data Export, Console, Direct SQL
last_name PII. Person last name. Ex. Schrute STRING Data Export, Console, Direct SQL
occupation Person occupation details. Ex. Business Management and Administration STRING Data Export, Console, Direct SQL
is_politically_exposed Enhanced due diligence field that indicates whether a person is politically exposed. Ex. [Yes, No] STRING Data Export, Console, Direct SQL
email_address PII. Person email address. Ex. dwight.schrute@dundermifflin.com STRING Data Export, Console, Direct SQL
mobile_phone PII. Person mobile telephone number. Ex. +1 (308) 826-5962 STRING Data Export, Console, Direct SQL
organization_id This is the MANTL system's unique identifier of the business that is applying for an account. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
primary_address_line_1 PII. Person primary address line one. Ex. Rural Route 6 STRING Data Export, Console, Direct SQL
organization_core_id This is the core's unique identifier of the business that is applying for an account. This will only be populated if it is an existing customer of the financial institution applying for an additional account. Ex. 123456789 STRING Data Export, Console, Direct SQL
primary_address_line_2 PII. Person primary address line two. Ex. Apt 2 STRING Data Export, Console, Direct SQL
organization_type The type of business that is applying for an account. Ex. LLC STRING Data Export, Console, Direct SQL
mantl_last_synced_at The time at which the record was last synced with MANTL's database. TIMESTAMP Data Export, Console, Direct SQL
social_security_number PII. Person social security number. Ex. 555-66-7777 STRING Data Export, Console, Direct SQL
person_date_of_birth PII. Person date of birth. Ex. 25588 STRING Data Export, Console, Direct SQL
security_passphrase PII. Security passphrase entered by applicant. Ex. Beets STRING Data Export, Console, Direct SQL
organization_legal_name PII. This is the full legal name of the business that is applying for an account. Ex. Schrute Farms LLC STRING Data Export, Console, Direct SQL
organization_tax_id PII. The EIN of a business applying for an account. This will be SSN if sole proprietor. Ex. 141414141 STRING Data Export, Console, Direct SQL

Simplified Documents Report

Column Name Description Data Type Available In
application_created_at Timestamp of when the application was first created in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
client_id MANTL identifier for the client financial institution. STRING Data Export, Console, Direct SQL
application_submitted_at Timestamp of when the application was first submitted in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
document_uploaded_at Timestamp of when the document was first uploaded in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
document_last_updated_at Last Modified Timestamp. Timestamp of when the document was last updated in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
document_archived_at Timestamp of when the document was deleted in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
account_created_at Timestamp of when the application was booked in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
application_last_updated_at Timestamp of when the application was last updated in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
application_last_reviewed_at Timestamp of the last time the application went through a KYC review. Displayed in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
application_canceled_at Timestamp of when the application was canceled (if applicable) in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
document_id MANTL unique identifier for the document. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
document_type The document type selected during the document upload process. Ex. Utility Bill STRING Data Export, Console, Direct SQL
document_filename PII. The original name for the file uploaded as a document. Ex. document.pdf STRING Data Export, Console, Direct SQL
document_type_raw The raw document type selected during the document upload process. Ex. utility_bill STRING Direct SQL
document_mantl_filename The name of the file as it is stored in MANTL. Ex. 897b9a2b-137e-401a-b593-417913b7dca1-027A8C15-8F7B-4254-81F4-1361B9D61E46.jpeg STRING Data Export, Console, Direct SQL
document_status Status of the document within the MANTL system. Ex. [Pending Verification, Archived, Rejected, Verified] STRING Data Export, Console, Direct SQL
document_url The URL containing the document. Ex. gs://mantl-uat-exports-90f5956b-b83b-456a-879a-af7b6fbf8ef8/documents/e441c53e-ff0c-45e9-a3ea-ddc789f51144-document.pdf STRING Data Export, Console, Direct SQL
document_url_console The url to the document viewer in the MANTL admin console. Ex. https://console.mantl.com/console/customers/applications/YjE0MThkMWYtNzUwNy00YmU5LWFjYjctNzFiMmVmNDY3ZDM2?sheet=PreviewDocumentSheet&sheetParams=%7B%22document_id%22%3A%22ZmEzMjFiMDMtODQzYS00ZGZkLTgwNTUtNDM0MTFlNzNiZWE5%22%7D STRING Console, Direct SQL
content_type Indicates the original media type of the file uploaded. Ex. application/pdf STRING Data Export, Console, Direct SQL
md5_hash MD5 hash generated for the document that aids in integrity checking of download corruption. Ex. lGOaKPqEhRDgJIyfx4qp3Q== STRING Data Export, Console, Direct SQL
application_id Unique MANTL identifier for the application. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
application_type The type of application created. Ex. [Create Account, Add Secondary Owner] STRING Data Export, Console, Direct SQL
account_type The type of account that the application relates to. Ex. [Personal, Minor, Trust, Fiduciary, Retirement] STRING Data Export, Console, Direct SQL
product_type Type of product the applicant has selected. Ex. [Checking, Savings, CD] STRING Data Export, Console, Direct SQL
product_name MANTL unique ID relating to the product that is being applied for on this application Ex. Simple Checking STRING Data Export, Console, Direct SQL
application_status Current status of the application. Ex. [Not Submitted, Action Required, Manual Review Required, Approved, Booking Pending, Review Processing, Awaiting Booking Retry, Booking Processing, Rejected, Booked, Canceled] STRING Data Export, Console, Direct SQL
kyc_outcome Most recent KYC outcome for the application. Ex. [Approved, Rejected, Manual Review] STRING Data Export, Console, Direct SQL
approval_type Indicator of whether an application was approved or denied without any human intervention (automated) or was manually reviewed. Ex. [Automated, Manual Review] STRING Data Export, Console, Direct SQL
manual_evaluator_name Name of individual that manually reviewed the application. Ex. Michael Scott STRING Data Export, Console, Direct SQL
originating_experience Indicates if the application was started from the self-service flow, or from the MANTL Admin Console. Ex. [Online, In-Branch] STRING Data Export, Console, Direct SQL
account_id Unique identifier for created accounts. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
account_number PII. The new account number for an application that results in a booked account. Empty if the application didn't result in account opening. Ex. 12345678901234 STRING Data Export, Console, Direct SQL
person_id MANTL unique identifier for the applicant. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
person_core_id Applicant id found in the financial institution's core. This is only included for applications successfully booked to the core. Ex. 123456789 STRING Data Export, Console, Direct SQL
first_name PII. Applicant first name. Ex. Dwight STRING Data Export, Console, Direct SQL
email_address PII. Applicant email address. Ex. dwight.schrute@dundermifflin.com STRING Data Export, Console, Direct SQL
organization_id This is the MANTL system's unique identifier of the business that is applying for an account. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
last_name PII. Applicant last name. Ex. Schrute STRING Data Export, Console, Direct SQL
social_security_number PII. Applicant social security number. Ex. 555-66-7777 STRING Data Export, Console, Direct SQL
organization_core_id This is the core's unique identifier of the business that is applying for an account. This will only be populated if it is an existing customer of the financial institution applying for an additional account. Ex. 123456789 STRING Data Export, Console, Direct SQL
organization_type The type of business that is applying for an account. Ex. LLC STRING Data Export, Console, Direct SQL
mantl_last_synced_at The time at which the record was last synced with MANTL's database. TIMESTAMP Data Export, Console, Direct SQL
organization_legal_name PII. This is the full legal name of the business that is applying for an account. Ex. Schrute Farms LLC STRING Data Export, Console, Direct SQL
organization_tax_id PII. The tax ID or EIN of a business applying for an account. This will be SSN if sole proprietor. Ex. 141414141 STRING Data Export, Console, Direct SQL

Simplified Email Report

Column Name Description Data Type Available In
application_created_at Timestamp of when the application was first created in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
client_id MANTL identifier for the client financial institution. STRING Data Export, Console, Direct SQL
email_sent_at Last Modified Timestamp. Timestamp of when the email was first created in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
application_submitted_at Timestamp of when the application was first submitted in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
account_created_at Timestamp of when the application was booked in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
handoff_last_sent_at Timestamp of the last time an account handoff was sent to the account owner. Displayed in the 24-hour format YYYY-MM-DD HH:MM:SS . TIMESTAMP Data Export, Console, Direct SQL
application_canceled_at Timestamp of when the application was canceled (if applicable) in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
email_magic_link_last_clicked_at Timestamp of when the magic link in the email was last clicked. Displayed in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
email_id Primary Key. MANTL unique identifier for the email being delivered. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
email_status Status of the email at the time of running the report. Ex. [Success, Failure, Pending] STRING Data Export, Console, Direct SQL
template_id MANTL unique identifier for the email template. Ex. d-0e886f3b12a74a7a92067a228166aa1e STRING Data Export, Console, Direct SQL
template_name Name of email template. Ex. Customer Handoff Consumer Deposit Create Account STRING Data Export, Console, Direct SQL
total_emails_sent The total number of emails sent for the application. Ex. 2 INTEGER Data Export, Console, Direct SQL
days_since_initial_email Number of days since the initial email was sent to the applicant. Ex. 10 INTEGER Data Export, Console, Direct SQL
is_unsubscribed Indicates whether an applicant was unsubscribed from the campaign. Ex. [Yes, No] BOOLEAN Data Export, Console, Direct SQL
email_magic_link_was_clicked True/False value that identifies if the magic link in the email was clicked. Ex. [True, False] BOOLEAN Data Export, Console, Direct SQL
application_id Unique MANTL identifier for the application. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
is_bulk_application True/False whether or not an application would open multiple accounts when booked BOOLEAN Data Export, Console, Direct SQL
application_type The type of application created. Ex. [Create Account, Add Secondary Owner] STRING Data Export, Console, Direct SQL
account_type The type of account that the application relates to. Ex. [Personal, Minor, Trust, Fiduciary, Retirement] STRING Data Export, Console, Direct SQL
product_type Type of product the applicant has selected. Ex. [Checking, Savings, CD] STRING Data Export, Console, Direct SQL
product_name MANTL unique ID relating to the product that is being applied for on this application Ex. Simple Checking STRING Data Export, Console, Direct SQL
application_status Current status of the application. Ex. [Not Submitted, Action Required, Manual Review Required, Approved, Booking Pending, Review Processing, Awaiting Booking Retry, Booking Processing, Rejected, Booked, Canceled] STRING Data Export, Console, Direct SQL
kyc_outcome Most recent KYC outcome for the application. Ex. [Approved, Rejected, Manual Review] STRING Data Export, Console, Direct SQL
approval_type Indicator of whether an application was approved or denied without any human intervention (automated) or was manually reviewed. Ex. [Automated, Manual Review] STRING Data Export, Console, Direct SQL
originating_experience Indicates if the application was started from the self-service flow, or from the MANTL Admin Console. Ex. [Online, In-Branch] STRING Data Export, Console, Direct SQL
person_id MANTL unique identifier for the applicant. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
first_name PII. Person first name. Ex. Dwight STRING Data Export, Console, Direct SQL
last_name PII. Person last name. Ex. Schrute STRING Data Export, Console, Direct SQL
mantl_last_synced_at The time at which the record was last synced with MANTL's database. TIMESTAMP Data Export, Console, Direct SQL
person_email_address PII. Person email address. Ex. dwight.schrute@dundermifflin.com STRING Data Export, Console, Direct SQL

Simplified Funding Report

Column Name Description Data Type Available In
application_created_at Timestamp of when the application was first created in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
client_id MANTL identifier for the client financial institution. STRING Data Export, Console, Direct SQL
application_submitted_at Timestamp of when the application was first submitted in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
funding_transaction_created_at Timestamp of when a funding attempt was first attempted. Shown in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
funding_transaction_updated_at Last Modified Timestamp. Timestamp of when a funding attempt was last updated. Shown in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
account_created_at Timestamp of when the application was booked in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
application_last_updated_at Timestamp of when the application was last updated in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
application_canceled_at Timestamp of when the application was canceled (if applicable) in the 24-hour format YYYY-MM-DD HH:MM:SS TIMESTAMP Data Export, Console, Direct SQL
funding_transaction_id Primary Key. MANTL unique ID for the initial account opening deposit. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
funding_transaction_amount The amount of the initial funding in cents. Ex. 500 FLOAT64 Data Export, Console, Direct SQL
funding_transaction_status Status of the funding attempt. Ex. [Success, Pending, Failure, Canceled] STRING Data Export, Console, Direct SQL
funding_check_status The result of the funding fraud check process. Ex. [Approved, Denied, Manual Review] STRING Data Export, Console, Direct SQL
telecheck_score The Telecheck Score returned from the fraud check process. Ex. 200 FLOAT64 Data Export, Console, Direct SQL
funding_method The type of funding input used for the initial deposit. Ex. [Instant Account Verification, Manual Entry, Debit Card] STRING Data Export, Console, Direct SQL
execution_method The method used to execute the initial deposit. Ex. ['manual', 'iav'] STRING Data Export, Console, Direct SQL
remaining_application_funding_attempts The remaining number of funding attempts for the application. Ex. 2 INTEGER Data Export, Console, Direct SQL
retirement_account_funding_code The transaction code used to categorize which type of contribution or rollover/transfer occurred for retirement plan contribution tracking. STRING Data Export, Console, Direct SQL
funding_source_account_number PII. The account number for the funding source used to execute the initial account deposit. Relevant if the applicant used the manual funding or bank login funding options. Ex. 30569309025904 STRING Data Export, Console, Direct SQL
funding_source_account_type The type of account for the funding source used to execute the initial account deposit. Relevant if the applicant used the manual funding or bank login funding options. Ex. [checking, savings] STRING Data Export, Console, Direct SQL
funding_source_institution_name The name of the financial institution for the funding source used to execute the initial account deposit. Relevant if the applicant used the manual funding or bank login funding options. Ex. Bank of America STRING Data Export, Console, Direct SQL
funding_source_institution_id The unique identifier for the financial institution for the funding source used to execute the initial account deposit. Relevant if the applicant used the manual funding or bank login funding options. Ex. 123456789 STRING Data Export, Console, Direct SQL
funding_source_routing_number The routing number for the funding source used to execute the initial account deposit. Relevant if the applicant used the manual funding or bank login funding options. Ex. 21000021 STRING Data Export, Console, Direct SQL
funding_source_external_id The unique identifier for the funding source used to execute the initial account deposit. STRING Data Export, Console, Direct SQL
funding_source_routing_number_matches_client Indicates whether the funding source routing number matches the client. Helpful for determining net new deposits. Ex. [Yes, No] BOOLEAN Data Export, Console, Direct SQL
drivers_license_state The state that issues the applicant's driver's license. Ex. PA STRING Data Export, Console, Direct SQL
name_on_card PII. The name on the applicant’s debit card (if applicable). Ex. Dwight Kurt Schrute III STRING Data Export, Console, Direct SQL
application_id Unique MANTL identifier for the application. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
reference_id Unique MANTL identifier for the account-application. STRING Data Export, Console, Direct SQL
last_4_digits_debit_card PII. The last four digits on the applicant’s debit card (if applicable). Ex. 7777 STRING Data Export, Console, Direct SQL
application_type The type of application created. Ex. [Create Account, Add Secondary Owner] STRING Data Export, Console, Direct SQL
drivers_license_number PII. The applicant's driver's license number. Ex. MH1220211234567 STRING Data Export, Console, Direct SQL
account_type The type of account that the application relates to. Ex. [Personal, Minor, Trust, Fiduciary, Retirement] STRING Data Export, Console, Direct SQL
product_type Type of product the applicant has selected. Ex. [Checking, Savings, CD] STRING Data Export, Console, Direct SQL
manual_funding_note The note entered by the banker when a user funds manually in the branch STRING Data Export, Console, Direct SQL
product_name MANTL unique ID relating to the product that is being applied for on this application Ex. Simple Checking STRING Data Export, Console, Direct SQL
assignee_id MANTL unique identifier for someone set as the assignee for an application. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
assignee_name Application assignee full name. Ex. Michael Scott STRING Data Export, Console, Direct SQL
application_status Current status of the application. Ex. [Not Submitted, Action Required, Manual Review Required, Approved, Booking Pending, Review Processing, Awaiting Booking Retry, Booking Processing, Rejected, Booked, Canceled] STRING Data Export, Console, Direct SQL
kyc_outcome Most recent KYC outcome for the application. Ex. [Approved, Rejected, Manual Review] STRING Data Export, Console, Direct SQL
kyc_approval_type Indicator of whether an application was approved or denied without any human intervention (automated) or was manually reviewed. Ex. [Automated, Manual Review] STRING Data Export, Console, Direct SQL
originating_experience Indicates if the application was started from the self-service flow, or from the MANTL Admin Console. Ex. [Online, In-Branch] STRING Data Export, Console, Direct SQL
account_id Unique identifier for created accounts. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
person_id MANTL unique identifier for the applicant. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
person_core_id Applicant id found in the financial institution's core. This is only included for applications successfully booked to the core. Ex. 123456789 STRING Data Export, Console, Direct SQL
is_existing_customer Indicator of whether a person is an existing customer by checking if they exist in the core. Ex. [Yes, No] BOOLEAN Data Export, Console, Direct SQL
organization_id This is the MANTL system's unique identifier of the business that is applying for an account. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
external_core_id This is the core's unique identifier of the business that is applying for an account. This will only be populated if it is an existing customer of the financial institution applying for an additional account. Ex. 123456789 STRING Data Export, Console, Direct SQL
account_number PII. The new account number for an application that results in a booked account. Empty if the application didn't result in an account opening. Ex. 12345678901234 STRING Data Export, Console, Direct SQL
type The type of business that is applying for an account. Ex. LLC STRING Data Export, Console, Direct SQL
ach_file_name The name of the ACH file associated with the funding transaction. STRING Data Export, Console, Direct SQL
mantl_last_synced_at The time at which the record was last synced with MANTL's database. TIMESTAMP Data Export, Console, Direct SQL
first_name PII. Person first name. Ex. Dwight STRING Data Export, Console, Direct SQL
last_name PII. Person last name. Ex. Schrute STRING Data Export, Console, Direct SQL
social_security_number PII. Person social security number. Ex. 555-66-7777 STRING Data Export, Console, Direct SQL
person_email_address PII. Person email address. Ex. dwight.schrute@dundermifflin.com STRING Data Export, Console, Direct SQL
legal_name PII. This is the full legal name of the business that is applying for an account. Ex. Schrute Farms LLC STRING Data Export, Console, Direct SQL
tax_id PII. The EIN of a business applying for an account. This will be SSN if sole proprietor. Ex. 141414141 STRING Data Export, Console, Direct SQL

Simplified Product Services Report

Column Name Description Data Type Available In
application_created_at Timestamp of when the application that created the account was created. TIMESTAMP Console, Direct SQL
service_requested_at Timestamp of when the service was requested. TIMESTAMP Data Export, Console, Direct SQL
client_id MANTL identifier for the client financial institution. STRING Data Export, Console, Direct SQL
service_last_updated_at Last Modified Timestamp. Timestamp of when the service was last updated. TIMESTAMP Data Export, Console, Direct SQL
service_completed_at Timestamp of when the service was fulfilled. TIMESTAMP Data Export, Console, Direct SQL
service_canceled_at Timestamp of when the service was canceled. TIMESTAMP Data Export, Console, Direct SQL
account_created_at Timestamp of when the application was booked. TIMESTAMP Data Export, Console, Direct SQL
application_id Application ID from the indication of interest, or from the linked account when null on IOI. STRING Data Export, Console, Direct SQL
reference_id Reference ID from the matched account application, or from the linked account. Multi-account applications use null-safe account_id matching on join. STRING Data Export, Console, Direct SQL
service_id Primary Key. The unique MANTL ID for the service that is being requested Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
service_created_by_email Email of the user who created the service. STRING Data Export, Console, Direct SQL
service_updated_by_email Email of the user who updated the service. STRING Data Export, Console, Direct SQL
service_deleted_by_email Email of the user who deleted the service. STRING Data Export, Console, Direct SQL
account_type Type of account from the matched account application or linked account (Personal, Business). STRING Data Export, Console, Direct SQL
product_type Type of product from the matched account application or linked account (Checking, Savings). STRING Data Export, Console, Direct SQL
product_name Product name from the matched account application or linked account (Simple Checking). STRING Data Export, Console, Direct SQL
product_major_code Product major code. Ex. CHK STRING Data Export, Console, Direct SQL
product_minor_code Product minor code. Ex. HY1 STRING Data Export, Console, Direct SQL
assignee_id MANTL unique identifier for someone set as the assignee for an application. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
assignee_name Name of the last assignee for a requested service. Ex. Michael Scott STRING Data Export, Console, Direct SQL
service_status The service status in MANTL. Ex. [Awaiting Retry, Complete, Failed, Pending, Processing] STRING Data Export, Console, Direct SQL
service_type The type of service that has been added to the account. Ex. Debit Card STRING Data Export, Console, Direct SQL
service_name The name of the service that has been added to the account. Ex. Premier Debit Card STRING Data Export, Console, Direct SQL
card_id Unique MANTL identifier for linked Debit or ATM cards (if applicable). Ex. a22278ac-dccf-4a28-ba44-9de010f38322 STRING Data Export, Console, Direct SQL
checkbook_id Unique MANTL identifier for linked checkbook (if applicable). Ex. a22278ac-dccf-4a28-ba44-9de010f38322 STRING Data Export, Console, Direct SQL
is_service_is_automated Indicates whether a service is automated. Ex. [Yes, No] BOOLEAN Data Export, Console, Direct SQL
beneficiary PII. List of beneficiary names if added to an account. Ex. Moes Schrute STRING Data Export, Console, Direct SQL
minutes_created_to_completed Time elapsed in minutes from when a service was requested and when it was fulfilled only calculated for non-automated services. INTEGER Data Export, Console, Direct SQL
account_id Unique identifier for created accounts. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
person_id The unique MANTL identifier for the applicant. Ex. 85174d2a-d99d-41ba-9928-ca3d88e602c6 STRING Data Export, Console, Direct SQL
person_core_id Person unique core identifier. Ex. 123456789 STRING Data Export, Console, Direct SQL
account_number PII. The account number for a booked account that the service is associated with. Ex. 12345678901234 STRING Data Export, Console, Direct SQL
is_application_with_existing_customer Indicator of whether applicant is an existing customer. Ex. [Yes, No] BOOLEAN Data Export, Console, Direct SQL
organization_id The unique MANTL identifier of the business that is applying for an account. Ex. a22278ac-dccf-4a28-ba44-9de010f38322 STRING Data Export, Console, Direct SQL
organization_core_id Organization unique core identifier. Ex. 123456789 STRING Data Export, Console, Direct SQL
mantl_last_synced_at The time at which the record was last synced with MANTL's database. TIMESTAMP Data Export, Console, Direct SQL
first_name PII. Person first name. Ex. Dwight STRING Data Export, Console, Direct SQL
last_name PII. Person last name. Ex. Schrute STRING Data Export, Console, Direct SQL
email PII. Person email address. Ex. dwight.schrute@dundermifflin.com STRING Data Export, Console, Direct SQL