How to Rerun an Evaluation in the Alloy Dashboard with No Plaid Access Token Through a Workflow Using PlaidKYC

Plaid makes it easy for applications to connect to an end user's bank account and pull banking information. Alloy has integration with two APIs that Plaid provides - Identity and Asset. When an evaluation supplies a Plaid Access Token (plaid_access_token) for the end-users bank to a workflow that employs PlaidKYC data service, Alloy can get the banking data of the end user. However, when the user opts out of using Plaid during the application process, the Plaid access token key will be supplied to Alloy, but the value will be an empty string.

When trying to rerun an evaluation with no plaid_access_token (e.g., the user did not use Plaid when submitting the application) through the Alloy dashboard, you receive an error message to provide all required fields:

When seeing this error, please scroll down the Rerun Entity modal window and look for the "Additional Information" section and press the "+" icon to expand the section:

Then continue scrolling down to the bottom and look for the "Plaid Access Token" input field.

The "Plaid Access Token" input field will throw this error message:

This "Plaid Access Token is a required field" error message pops up when the workflow you are trying to rerun through employs PlaidKYC data service. However, the end-user did not use Plaid during the initial application process and thus did not have a Plaid Access Token to provide.

To successfully rerun an evaluation with no plaid_access_token, a fake Plaid Access Token needs to be added to the input field (e.g., "123", "placeholder", etc.).

One caveat is to not use the word "access" in the placeholder fake Plaid Access Token value because this may meet the condition to run the PlaidKYC data service in your workflow.