Data and Documents
10 min
using this widget we can create a page, integrate apis, and configure the page this is useful in fetching data from the documents uploaded by the onboarding customer, for example, if a user uploads a bank statement then the bank statement api will automatically fetch data removing the manual labor of inputting those data we can select the required api from the list of available apis the apis in the list would depend on the chosen country of operation list of available apis 1 india organization vat, cst, tin, snec https //docs signzy com/api marketplace/beta snec shop and establishment certificate cloned , fssai https //docs signzy com/api marketplace/fssai , icai https //docs signzy com/api marketplace/icai , ptrc, icsi https //docs signzy com/api marketplace/icsi institute of company secretaries of india , esic, coa, mci https //docs signzy com/api marketplace/mci search , icwai (member) https //docs signzy com/api marketplace/search by member , icwai (firm) https //docs signzy com/api marketplace/search by firm , iec, udhyog aadhaar by uan and uid, udhyog aadhaar by uan, tan https //docs signzy com/api marketplace/tan validation , roc documents fetch https //docs signzy com/api marketplace/fetch company pan roc lei , roc https //docs signzy com/api marketplace/create organization object , ckyc https //docs signzy com/api marketplace/ckyc search gst public apis gstin https //docs signzy com/api marketplace/lej3 search by gstin , pan to gst https //docs signzy com/api marketplace/pan to gst , pan to gst list https //docs signzy com/api marketplace/pan to gst list note only active gst is fetched in pan to gst identity vehicle registration(basic) https //docs signzy com/api marketplace/vehicle basic search , vehicle registration(detailed) https //docs signzy com/api marketplace/vehicle rc advanced detailed search , aadhaar https //docs signzy com/api marketplace/aadhaar verification , driving license https //docs signzy com/api marketplace/ksk9 dl extraction , passport https //docs signzy com/api marketplace/passport extraction , voter id https //docs signzy com/api marketplace/voter id extraction , individual pan https //docs signzy com/api marketplace/pan to insurance , business pan https //docs signzy com/api marketplace/ydhm business pan verification , offline aadhaar, digilocker aadhaar, digilocker individual pan, digilocker driving license, business pan fetch https //docs signzy com/api marketplace/gtwd business pan fetch , individual pan fetch https //docs signzy com/api marketplace/pan fetch v2 advanced , digilocker v2 individual pan, pan fetch https //docs signzy com/api marketplace/pan fetch , digilocker v2 aadhaar, digilocker v2 driving license, epan extraction https //docs signzy com/api marketplace/epan extraction address proof electricity https //docs signzy com/api marketplace/electricity fetch documents cheque https //docs signzy com/api marketplace/cheque extraction , bank account verification, bank search(micr) https //docs signzy com/api marketplace/search bank by micr code , bank search(ifsc) https //docs signzy com/api marketplace/search bank by ifsc code , bank statement https //docs signzy com/api marketplace/bank statement basic details , finacle fetch due diligence ez match https //docs signzy com/api marketplace/ezmatch 2\ united states of america organization ssn https //docs signzy com/us apis/ssn trace , global business verification https //docs signzy com/us apis/global business lite index search identity us passport, us driving license https //docs signzy com/us apis/us dl verification , generic passport, global intelligence due diligence ez match https //docs signzy com/api marketplace/ezmatch 3\ uae identity emirates id https //docs signzy com/api marketplace/emirates id verification api , qatar id https //docs signzy com/api marketplace/qatar national id verification , kuwait id, oman id 4\ malaysia identity malaysia id 5\ other organization vat, cst, tin, snec https //docs signzy com/api marketplace/beta snec shop and establishment certificate cloned , fssai https //docs signzy com/api marketplace/fssai , icai https //docs signzy com/api marketplace/icai , ptrc, icsi https //docs signzy com/api marketplace/icsi institute of company secretaries of india , esic, coa, mci https //docs signzy com/api marketplace/mci search , icwai (member) https //docs signzy com/api marketplace/search by member , icwai (firm) https //docs signzy com/api marketplace/search by firm , iec, udhyog aadhaar by uan and uid, udhyog aadhaar by uan, tan https //docs signzy com/api marketplace/tan validation , kompany, ssn https //docs signzy com/us apis/ssn trace , roc documents fetch https //docs signzy com/api marketplace/fetch company pan roc lei , roc https //docs signzy com/api marketplace/create organization object , ckyc https //docs signzy com/api marketplace/ckyc search , global business verification https //docs signzy com/us apis/global business lite index search gst public apis gstin https //docs signzy com/api marketplace/lej3 search by gstin , pan to gst https //docs signzy com/api marketplace/pan to gst , pan to gst list https //docs signzy com/api marketplace/pan to gst list identity vehicle registration(basic) https //docs signzy com/api marketplace/vehicle basic search , vehicle registration(detailed) https //docs signzy com/api marketplace/vehicle rc advanced detailed search , aadhaar https //docs signzy com/api marketplace/aadhaar verification , driving license https //docs signzy com/api marketplace/ksk9 dl extraction , passport https //docs signzy com/api marketplace/passport extraction , voter id https //docs signzy com/api marketplace/voter id extraction , individual pan https //docs signzy com/api marketplace/pan to insurance , business pan https //docs signzy com/api marketplace/ydhm business pan verification , offline aadhaar, us passport, us driving license https //docs signzy com/us apis/us dl verification , generic passport, emirates id https //docs signzy com/api marketplace/emirates id verification api , qatar id https //docs signzy com/api marketplace/qatar national id verification , kuwait id, digilocker aadhaar, digilocker individual pan, digilocker driving license, business pan fetch https //docs signzy com/api marketplace/gtwd business pan fetch , individual pan fetch https //docs signzy com/api marketplace/pan fetch v2 advanced , oman id, malaysia id, digilocker v2 individual pan, pan fetch https //docs signzy com/api marketplace/pan fetch , digilocker v2 aadhaar, digilocker v2 driving license, global intelligence, epan extraction https //docs signzy com/api marketplace/epan extraction address proof electricity https //docs signzy com/api marketplace/electricity fetch documents cheque https //docs signzy com/api marketplace/cheque extraction , bank account verification, bank search(micr) https //docs signzy com/api marketplace/search bank by micr code , bank search(ifsc) https //docs signzy com/api marketplace/search bank by ifsc code , bank statement https //docs signzy com/api marketplace/bank statement basic details , finacle fetch due diligence ez match https //docs signzy com/api marketplace/ezmatch add documents furthermore, we have the option to add documents for instance, if onboarding requires submitting any documents relating to a municipal corporation, we have the option to add another document and customize it accordingly creating document forms here, we will simply choose the template type for each document created the platform provides 3 types of templates for documents extraction screen template this template type helps extract data from the document uploaded by the onboarding merchant by using the ocr technique, and then the extracted data is automatically filled in the application form following api’s support extraction functionality voter id https //docs signzy com/api marketplace/voter id extraction aadhaar card https //docs signzy com/api marketplace/aadhaar verification individual pan https //docs signzy com/api marketplace/pan to insurance business pan https //docs signzy com/api marketplace/ydhm business pan verification passport https //docs signzy com/api marketplace/passport extraction bank account verification bank account statement https //docs signzy com/api marketplace/bank statement basic details fetch screen template using this template pre fills the form based on the input provided and fetches the data from the respective database for instance, in the below gif, on providing the icai membership number, data is fetched from the icai database and gets auto populated in the form the following apis support fetch functionality all organization apis all gstin https //docs signzy com/api marketplace/lej3 search by gstin public apis electricity api https //docs signzy com/api marketplace/electricity fetch ez match https //docs signzy com/api marketplace/ezmatch finacle global business verification https //docs signzy com/us apis/global business lite index search bank search (micr) https //docs signzy com/api marketplace/search bank by micr code bank search (ifsc) https //docs signzy com/api marketplace/search bank by ifsc code manual data entry screen template these are the forms with custom input fields that are not linked to any apis customizing document template there are many options that we can use to customize our selected template the elements present are as follows a the name of the form b a page header to help us identify its purpose c select the document for the page d to add a widget header e options to upload image files are given multiple image upload zones can be inserted f various elements can be added here according to requirement, using the add element option g while onboarding once the form gets ready from the user's end, this button will submit the data h save the final configurations made i we can switch to different template styles like from extraction screen to manual data entry or vice versa, or from fetch template to manual data entry form j enabling the toggle will show up three options tooltip the merchant gets some additional information just by hovering over the help, a message pops up to upload an image of good quality redirect the merchant will simply be redirected to a page that they can use for reference or as a guide html template in here, we can set up an html page that will be displayed to the merchant while onboarding when he clicks on 'help' k there are various elements present that could be used in customization as per the requirement customizable elements textbox textarea dropdown menu checkbox toggle radio button calendar file upload add image conditional dropdown label repeatable elements getting help please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better you can reach out to us at help\@signzy com