engagementId, which is delivered on the relevant onboarding-completion webhook and returned on subsequent API responses. The partner should persist this ID and use it whenever a customer-initiated action targets the existing product relationship.
Lifecycle
- Onboarding — The customer applies for a product. See Onboarding for the card flow. On approval and signing, an engagement is created for that product.
- Active engagement — The customer uses the product. The partner can initiate operations against the engagement, such as a Credit Limit Increase on a card engagement.
- Closure — The engagement ends when the product relationship is terminated (closed by the customer, defaulted, or otherwise wound down).
Operations on a card engagement
| Operation | Description |
|---|---|
| Credit Limit Increase | Raise the credit limit on an existing engagement. Goes through document collection, review and signing. |