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Finn by Chase - App Components (User Profile (Edit Profile (UserName,…
Finn by Chase - App Components
Registration
Personal Information
Email Address
Phone Number (Mobile Required?)
Consent for text based account service (checkbox/terms)
First Name
Middle Name
Last Name
Suffix
Citizenship
US Citizen
Permanent Resident Alien
Temp Resident Alien
Non-Resident Alient
Job Status
Employer 1
Employer Name
Occupation (drop down list on Chime& Finn)
Years Employed
Country
State
Add Another Employer
Source of Income
Annuity
Government Benefit
Inheritance
Interest & Dividends
Legal Settlements
Rental Properties
Retirement Pension
Salary/Wages
Spouse/Family Support
DOB
SSN
ID Type
Driver's License
ID #
Issuing State
Exp. Date
State ID
Exp Date
ID #
Issuing State
Home Address
City
State
Zip Code
Tax ID #
Account Setup
Documentation
e-Sign Disclosures & Consent
Digital Services Agreement
Deposit Accounts Agreement
Trends
Landing Page
Wants/Needs Graph
Emoji Bar Graph
Merchants totals over time
Spending by Category Pie Chart
Spending Habits over time (by $$)
Settings
Reorder infographics on landing page
User Profile
Edit Profile
UserName
Password
Contact Info
Invite Friends
Email
Address
Refer a Friend (Referral Bonus?)
Manage Accounts
Direct Deposit Setup
Address
City
State
Zip
Employer Name
Deposit Into > Checking
Account Number (pre-set)
Routing Number (pre-setup)
Checking (Redirect to Checking Settings)
Savings (Redirect to Savings Settings)
Invite User for Joint Account
App Features
Move Money
Send Money (3rd Party Integration - Zelle/Venmo)
Pay Bills
Transfer Money
Deposit Checks
Mail a Check?
Trends (Categorized Spending)
Week
Total Spent for Week
Food & Drink
Transportation
Shopping
Month
Total Spent for Month
Transportation
Shopping
Help
FAQs: Segmented Documentation/How-Tos
My Accounts
Savings
Account Balance
Pending
Posted
Search
Autosave
Work Hard, Save Smarter
Save [ ] every time more than [ ] is deposited into my account until [ ]
Pocket Your Pennies
This rule rounds my purchase up to the next dollar and puts the difference into my savings
Creature of Habit
Save [ ] when i spend on something at [ ] until [ ]
Treat Yourself
Save[ ] when i spend on something 1. a want or need 2. an emotion 3. a category until [ ]
The Limit Does Exist
Save[ ]when i spend[ ]on something i[ ]until[ ]
Deja Vu
Save [ ] every [ ] on [ ] until [ ]
Just Getting Started (PreSets)
Dine and Dash (Save $1 when spending in food and dining category)
Happy Savings (Save $2 when I spend on something that makes me happy)
Because I deserve it (Save $2 when i spend on something i want)
Just Got Paid (Save $5 on the 1st and 15th of every month)
Checking
My Activity/Overview
Sort
Search
Account Balance
Pending
Posted
Filter
Just Show My
Wants
Needs
Category
Date Range
Account Details
Link Apple Pay
Available Balance
Account Number
Routing Number
Direct Deposit Setup
Checking Services
Request Replacement Card
Manage Pin?
Share Travel Plans?
Activate Debit Card?
Turn Debit Card On/Off
Important Information
Paperless Statements
Account Documents
From Our Lawyers
Legal Agreements
Privacy Notices
Category
Bills & Utilities
Education
Fun & Ent.
Gas
Grocery
Health & Wellness
Home
Personal
Shopping
Transportation
Travel
Agree to terms
I've read and agree to above (Checkbox)
eSignature (checkbox)
Tax Info Certification
Emotion
Happy Emoji
Meh Emoji
Disappointed Emoji
Necessity?
Want
Need
Account Verification/Setup
Setup complete
Add Someone Else to this Account?
Send Invite
Enter Email Address
Email Invite Sent/User 2 can Join
User 2 received invite
Maybe Later
Start Using
Notification: Will Receive Debit Card in x - xx days
Creates PDF Form. Submit to HR