Send a secure link
Participants complete their steps without installing software or creating a password.
Start hosted. Connect when ready.
Prove the workflow before changing your systems.
Run the complete experience in Passage first. Then create requests from your system and return current decisions to it at two clear connection points.
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 with the hosted pilot. Add the smallest useful connection only after the workflow and ownership are proven.