The Scenario
You are on the compliance team at a mortgage lender. A batch of 30 loan applications came in this week, and underwriting has flagged them for KYC review. Each applicant connected at least one bank account through MX. Your Excel workbook has a row per applicant — column A has the MX user GUID, column B has the member GUID for their primary banking connection. Columns C through E are empty.
The underwriting manager sent a message this morning: she needs the legal name and address on each connected bank account by end of day so she can compare them to the application forms.
The bad version:
- For each of the 30 rows, manually call the MX list-account-owners endpoint with the user GUID and member GUID from that row.
- Parse the owner name, address, and phone from each JSON response and paste them into columns C, D, and E.
- Hit row 22 and discover that this applicant has a joint account — two owners returned — which breaks the row structure and means you need to insert an extra row and re-align everything below it.
End of day becomes a stretch goal when you're doing 30 API calls manually and one of them breaks your row structure.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the GUIDs already in your workbook, calls MX Technologies for each row, and writes the ownership details back to the right columns automatically.
Fetch account owner details for each row using user GUID in column A and member GUID in column B, then write the legal name, email, and mailing address to columns C, D, and E.
What You Get
- Column C: legal owner name as returned by MX.
- Column D: email address on file.
- Column E: mailing address.
- For joint accounts with multiple owners, additional rows are inserted to preserve all owner records.
- Rows where MX returns no owner data receive "No owner data" in column C.
What If the Data Is Not Quite Ready
Joint accounts return two owners and you need to handle them as separate rows explicitly
For each row using user GUID in column A and member GUID in column B, fetch account owners from MX — if multiple owners are returned, write each as its own row repeating the GUIDs in columns A and B, and number the owners sequentially in column F.
Addresses are returning as a single string and underwriting needs them split
For each row using user GUID in column A and member GUID in column B, fetch account owner details from MX — write owner name to column C, then split the mailing address into street in column D, city in column E, and state in column F.
You need to compare the owner name from MX against the applicant name already in your workbook
For each row, fetch the MX account owner using GUIDs in columns A and B — write the owner name to column C — in column D compare it to the applicant name in column G using an exact match and write "Verified", "Mismatch", or "No data".
You want to pull all 30 applicants, compare owner names against application names, flag mismatches, and write an underwriting summary in one operation
For each row with user GUID in column A and member GUID in column B, fetch account owner name, email, and address from MX and write to columns C, D, E — in column F compare owner name to applicant name in column G and write "Verified", "Mismatch", or "No data" — in an Underwriting Summary worksheet show total verified, total mismatches, and total no-data rows.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with your applicant GUIDs, then ask it to pull account owner identity data for the full batch and flag any name mismatches against the application records. For pulling the full transaction history for those same accounts, see the transaction pull article.