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Finance Assistant Enquiry Page

Operator home is the merchant record, not a script URL.

  1. Open the merchant → Overview → Features matrix.
  2. On the Finance Assistant row, click the cog (Settings). That opens Finance Assistant Settings (not a fifth merchant tab).
  3. Read submitted rows on the merchant Enquiries tab, or click Enquiries in the Settings header, or the Enquiries icon on the Finance Assistant tile.

Which fields the shopper sees is a Lender Settings control, not a merchant Settings field:

Lenders → lender → Lender Settings → Finance Assistant accordion → Enquiry stage.

Settings header buttons: Enquiries, Back to Merchant, Back to Merchants. Credentials and Save chrome live on Lender Apply start. Zopa webhook token: Bon Voyage and Zopa Start.

Shopper path those settings turn on:

  1. Calculator
  2. Enquiry page (this page)
  3. Bon Voyage
  4. Lender launch

Headless Propensio skips the enquiry page and Bon Voyage screen, not the start API. Apply/Share still start a real Propensio application. See Lender Apply start.

Do not paste secrets onto this public page.

Admin chrome​

Finance Assistant Settings holds Snap / Zopa / Humm / Propensio credential rows. Open it from the Features cog on Merchant Page Editing.

Enquiries is the operator table for those submissions:

Timestamp, Customer, Lender, Credit Product, Purchase, Loan Amount, Status.

Load row: Loading enquiries.... Empty table: No enquiries found.

Click a row to expand tiles. Full tile list: Merchant Page Editing — Enquiries. Credit Product is our calculator snapshot, not “what Propensio received”. Agreed column behaviour that is not live yet: Admin Enquiries: Credit Product column.

Customer tile labels: Name, Email, Mobile, Address. Headless Propensio rows show Customer -. Reference Info includes Email Status, Email Sent, Email To, and Resend email.

Enquiry stage​

On Lender Settings → Finance Assistant, the stage nav Finance Assistant stages has Enquiry stage. Stage title is Finance Assistant — Enquiry.

Editor panel Finance Assistant config. Subtitle: This controls the .financeAssistant settings used by Finance Assistant (enquiry page + bon voyage). Use the page Save / Cancel to publish or discard lender-overrides.

Live sections:

  • Finance summary fields (empty: No finance summary fields available.). Defaults include Purchase Amount, Deposit Amount, Deposit Percentage, Loan Amount, Upfront Instalment, First payment due in, X monthly payments of, Cost of Credit, Total Payable, APR, Initial Payment VAT. Drag-handle hover: Drag to reorder.
  • Contact form fields (empty: No contact fields available.). Defaults: First name, Second name, Email address, Mobile number, Address (on), Company name (off). Drag-handle hover: Drag to reorder.
  • Start button accordion Start finance application button. Placeholder Button text. Styles Button style 1 / Button style 2.

Those contact labels are what the shopper fills on the enquiry page when the field is enabled. Turning a contact field off also omits it from the post-submission email (Email stage). Email-stage subtitle: Configure the email sent after a Finance Assistant enquiry. Disabled enquiry fields are omitted from the email. Panel Post-submission email. Accordions Email subject, Intro line, Footer.

Bon Voyage after submit: Bon Voyage and Zopa Start.

Credit Product on the enquiry​

Live today: a hidden dropdown can still persist the calculator’s first eligible product. That name is not “what Propensio received” (Propensio never gets our product id/term/APR; the webhook has no product either — see What Propensio returns).

Agreed, not shipped: persist financeDetails.creditProduct only when mergedElements.creditProduct.enabled === true. Hidden control → Admin Enquiries Credit Product column is -. Do not treat that as live until a finmatch-p runtime PR lands. Full operator reading: Admin Enquiries: Credit Product column.

Runtime notes​

These scripts render the shopper enquiry form. Operators do not deploy them from Admin. Production source of truth:

https://storage.googleapis.com/finmatch-p/scripts/

  • finance-container.js — calculator state and finance values
  • finance-assistant.js — enquiry submit and Bon Voyage transition
  • enquiry-page.js — form fields and validation

Canonical URL: https://storage.googleapis.com/finmatch-p/scripts/enquiry-page.js

Submit posts to Finance Assistant /v1/submit-enquiry. An API key is required unless the merchant config sets preview mode. Address lookup uses Postcoder when the Address field is shown (three or more characters).

If Email Status on the enquiry tile is skipped or failed, check Email To and Resend email on Reference Info. Missing recipient email is an operator contact-email problem. Cloud Run mail keys are not configured on this page.