Beta Release Date: 1112/262/24

Release Date: TBD

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Enhancements

Enhanced Customer Profile Experience

We’ve improved the Create/Update Customer Profile page to enhance the user experience and ensure only necessary information is collected. These updates apply to both the sign-up and sign-in flows and focus on capturing any information missing in RTPnecessary information the first time the user interacts with Identity v3 (Powered by Auth0).

Sign-Up Flow Enhancements

When a new user signs up , they will see a familiar form displaying all missing fieldsthe fields needed to complete their initial account, including:

• First Name

• Last Name

• Date of Birth (DOB)

• Zip Code

• Phone Number

• Consent Preferences

To guide users through the process more effectively, we’ve added a new language string with clear and instructive messaging:

• New Language String: accounts.userprofile.formtitle.newuser

• Default Copy: “Almost there! Finish setting up your account.”

This ensures users understand the importance of providing complete details before creating their account.

Sign-In Flow Enhancements

For existing users signing in, we’ve streamlined the process to prompt only for the missing required information. For example:

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To support this flow, we’ve added another language string with user-friendly messaging:

• New Language Stringstring: accounts.userprofile.formtitle.existinguser

• Default Copy: “Can you help us with a few required details?”

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