> For the complete documentation index, see [llms.txt](https://even-financial.gitbook.io/developer-center/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://even-financial.gitbook.io/developer-center/old-articles-keep-for-posterity/compliance/consumer-information-fields.md).

# Consumer Information Fields

Required consumer information fields for Native API integration flows.

{% hint style="info" %}
**Applies to:** Native API integrations across Engine by Gen financial products. Product-specific integrations may require additional fields.
{% endhint %}

Most financial institutions on the Engine by Gen platform require these fields. Collect every field below to support the strongest matching results.

Contact Engine by Gen before omitting a field from your API flow. Product-specific integrations may need additional information.

### Required fields

<table><thead><tr><th width="144.93359375">Category</th><th>Fields</th></tr></thead><tbody><tr><td><strong>Personal information</strong></td><td>First name<br>Last name<br>Email<br>City<br>State<br>Phone number*<br>Address 1 (street address)<br>Address 2 (apartment or suite number)<br>ZIP code<br>Date of birth<br>Social Security number*</td></tr><tr><td><strong>Credit information</strong></td><td>Credit rating*</td></tr><tr><td><strong>Employment information</strong></td><td>Employment status<br>Pay frequency<br>Annual income*</td></tr><tr><td><strong>Loan information</strong></td><td>Loan purpose<br>Loan amount</td></tr></tbody></table>

{% hint style="warning" %}
Fields marked with an asterisk require additional compliance guidance. Review the notices and best practices before implementing them.
{% endhint %}

### Product-specific fields

Some products require additional consumer information fields. Refer to the appropriate product addendum for HELOC or Savings requirements.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://even-financial.gitbook.io/developer-center/old-articles-keep-for-posterity/compliance/consumer-information-fields.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
