# Prerequisites & Data Collection

## The Prerequisites Flow

Depending on the selected service's Prerequisite configuration, the portal may ask the customer for a phone number, email, or customer ID.

<figure><img src="https://2572483209-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8vfRpZGqpk7N0egaXMQ8%2Fuploads%2FOTR4pPvCnp0h8w5EwjIK%2Fimage.png?alt=media&#x26;token=b1c94da8-9e14-460a-a9d9-6ee99d4050f1" alt="" width="463"><figcaption><p>The Portal's Service Settings / Prerequisites Dialog</p></figcaption></figure>

The following diagram depicts the prerequisites flow:

<figure><img src="https://2572483209-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8vfRpZGqpk7N0egaXMQ8%2Fuploads%2FBzPaswQzU3RRPYOyZj29%2Fimage.png?alt=media&#x26;token=b03d70bc-318c-412e-b6f8-79d765925e27" alt=""><figcaption><p>Prerequisites Flow</p></figcaption></figure>

For example, if the service is configured to require a phone number and OTP, the following pages will be displayed:

<figure><img src="https://2572483209-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8vfRpZGqpk7N0egaXMQ8%2Fuploads%2FVrQ5UAEuVguBkLKeBxj8%2Fimage.png?alt=media&#x26;token=2412b079-dd46-41bd-bad9-ea1de6909c13" alt="" width="563"><figcaption><p>The Portal's Phone Number and OTP Pages</p></figcaption></figure>

### Require Customer ID

If the service requires a customer ID, the portal will ask the customer to identify himself.

Depending on the "Customers" table self-authentication configuration, the portal will ask for key and validation fields or a customer ID and OTP.

<figure><img src="https://2572483209-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8vfRpZGqpk7N0egaXMQ8%2Fuploads%2FovhygD8hBdA0ww9cByGn%2Fimage.png?alt=media&#x26;token=31cd6981-db2e-4efe-bed1-82f69c19537a" alt=""><figcaption><p>The Portal Self-authentication Pages</p></figcaption></figure>

To learn how to configure customer self-authentication, see:

{% content-ref url="../process-management/the-customers-data-table" %}
[the-customers-data-table](../process-management/the-customers-data-table)
{% endcontent-ref %}

## **Data Collection**

If the selected service's category configures one or more **required** fields, the portal will ask the customer to provide values for these fields.

Example: Setting First Name  and Last Name as required fields on the service category:

<figure><img src="https://2572483209-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8vfRpZGqpk7N0egaXMQ8%2Fuploads%2FDUrBZHMVx85G6URONsvn%2Fimage.png?alt=media&#x26;token=54c1b90c-5ed6-4d22-b009-c549c07dee28" alt="" width="563"><figcaption><p>The Service Category / Fields Page</p></figcaption></figure>

The portal will ask the customer to enter the information:

<figure><img src="https://2572483209-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8vfRpZGqpk7N0egaXMQ8%2Fuploads%2Fjqgt2rOeefsM6aGHChkG%2Fimage.png?alt=media&#x26;token=7451fe56-3782-4a88-b5eb-32f05544cdac" alt="" width="327"><figcaption><p>The Portal's Data Collection Page</p></figcaption></figure>

