Send a secure link
Participants complete their steps without installing software or creating a password.
Start hosted. Connect when ready.
Try Passage before connecting your systems.
First, complete a request in Passage. Then plan how your own system will send requests and receive updates.
1. StartCreate a request from a template.
2. GuideParticipants finish only their required steps.
3. ReviewYour team applies your policy.
4. DecideReturn a scoped receipt.
5. MonitorSend changes and revocation events.
Review in one queue
Your team sees missing information, completed reviews, decisions, limits, and later changes.
Connect two clear points
Today, run the complete pilot in Passage. Before a live connection, we provide a sandbox example for creating a request and a signed update for reading current status.
Review the integration planA bounded request
- Workflow and version
- Participant contact details
- Purpose and account reference
- Requested actions and end date
A current result
- Status and next required action
- Institution decision and limits
- Receipt reference
- Later withdrawal, revocation, or expiration
One request stays in sync.
Start by using Passage on its own. Add a connection when you know what your team needs.