Organization Configuration

Import JSON

{
  "HashKey": "Organization",
  "RangeKey": "",
  "AskIfMember": true,
  "BackgroundColor": "#FFFFFF",
  "FormBackgroundColor": "#FFFFFF",
  "GenerateMemberNumber": false,
  "IntegrationType": 2,
  "LenderRef": "",
  "Logo": "https://customer-assets.valiify.com/logo/example.webp",
  "LogoPng": "https://customer-assets.valiify.com/logo/example.png",
  "OrganizationId": "",
  "OrganizationName": "",
  "OrganizationType": 1,
  "PrimaryColor": "#FFFFFF",
  "Scripts": [""],
  "ShortApp": {
    "Disclosure": "",
    "PlaidTemplateId": "",
    "Products": [
      {
        "CategoryId": "DDA",
        "CategoryName": "Checking Accounts",
        "Description": "",
        "FoxitTemplateIds": [],
        "Image": "",
        "MemberScenarioName": "",
        "MembershipRequired": true,
        "NonMemberScenarioName": "",
        "ProductId": "DDA1",
        "Suffix": "",
        "Title": "Checking"
      },
      {
        "CategoryId": "SAV",
        "CategoryName": "Savings Accounts",
        "Description": "",
        "FoxitTemplateIds": [],
        "Image": "",
        "MemberScenarioName": "",
        "MembershipRequired": true,
        "NonMemberScenarioName": "",
        "ProductId": "SAV1",
        "Suffix": "",
        "Title": "Savings Account"
      },
      {
        "CategoryId": "CDA",
        "CategoryName": "Certificate of Deposits",
        "Description": "",
        "FoxitTemplateIds": [],
        "Image": "",
        "MemberScenarioName": "",
        "MembershipRequired": true,
        "NonMemberScenarioName": "",
        "ProductId": "CDA6",
        "Suffix": "",
        "Title": "6 Month CD"
      },
      {
        "CategoryId": "CDA",
        "CategoryName": "Certificate of Deposits",
        "Description": "",
        "FoxitTemplateIds": [],
        "Image": "",
        "MemberScenarioName": "",
        "MembershipRequired": true,
        "NonMemberScenarioName": "",
        "ProductId": "CDA12",
        "Suffix": "",
        "Title": "12 Month CD"
      },
      {
        "CategoryId": "CDA",
        "CategoryName": "Certificate of Deposits",
        "Description": "",
        "FoxitTemplateIds": [],
        "Image": "",
        "MemberScenarioName": "",
        "MembershipRequired": true,
        "NonMemberScenarioName": "",
        "ProductId": "CDA18",
        "Suffix": "",
        "Title": "18 Month CD"
      }
    ],
    "Questions": [
      {
        "Answer": "",
        "Hidden": false,
        "Id": "1",
        "Options": ["Yes", "No"],
        "Question": "Are you subject to Back-Up Witholding?",
        "Required": true,
        "Type": "radio"
      },
      {
        "Answer": "",
        "Hidden": false,
        "Id": "2",
        "Options": ["Yes", "No"],
        "Question": "Are you a US Citizen?",
        "Required": true,
        "Type": "radio"
      },
      {
        "Answer": "",
        "Hidden": false,
        "Id": "3",
        "Question": "What is the name of your employer? Give industry if self-employed.",
        "Required": true,
        "Type": "text"
      },
      {
        "Answer": "",
        "Hidden": false,
        "Id": "4",
        "Options": [
          "Needs foreign wire transfer",
          "Needs domestic wire transfer",
          "Needs ACH services",
          "Will deposit more than $3,000"
        ],
        "Question": "Please check all that applies to you:",
        "Required": false,
        "Type": "checkbox"
      }
    ],
    "RatesLastUpdated": "01/07/2025",
    "Scripts": [""]
  }
}

Export JSON

{
  "HashKey": "Organization",
  "RangeKey": "",
  "AskIfMember": false,
  "BackgroundColor": "#FFFFFF",
  "FormBackgroundColor": "#FFFFFF",
  "GenerateMemberNumber": false,
  "IntegrationType": 2,
  "LenderRef": "",
  "Logo": "",
  "LogoPng": "",
  "OrganizationId": "",
  "OrganizationName": "",
  "OrganizationType": 1,
  "PrimaryColor": "#023047",
  "Scripts": [
    ""
  ],
  "ShortApp": {
    "Disclosure": "",
    "PlaidTemplateId": "",
    "Products": [],
    "Questions": [],
    "RatesLastUpdated": "",
    "Scripts": [
      ""
    ]
  }
}

Appearance

Logo URL

Logo PNG URL

Background Color

Form Background Color

Primary Color

Basic Information

Organization Name

Organization ID / Range Key

Integration Type

Organization Type

Ask If Member

Generate Member Number

Scripts

Organization Scripts

Short App Settings

Disclosure

Plaid Template ID

Rates Last Updated

Short App Scripts

Short App Products

	Title	Category	Product ID	Description	Actions

Questions

ID	Question	Type	Required	Hidden	Actions