Data and Documents

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 , fssai , icai , ptrc, icsi , esic, coa, mci , icwai (member) , icwai (firm) , iec, udhyog aadhaar by uan and uid, udhyog aadhaar by uan, tan , roc documents fetch , roc , ckyc gst public apis gstin , pan to gst , pan to gst list note only active gst is fetched in pan to gst identity vehicle registration(basic) , vehicle registration(detailed) , aadhaar , driving license , passport , voter id , individual pan , business pan , offline aadhaar, digilocker aadhaar, digilocker individual pan, digilocker driving license, business pan fetch , individual pan fetch , digilocker v2 individual pan, pan fetch , digilocker v2 aadhaar, digilocker v2 driving license, epan extraction address proof electricity documents cheque , bank account verification, bank search(micr) , bank search(ifsc) , bank statement , finacle fetch due diligence ez match 2\ united states of america organization ssn , global business verification identity us passport, us driving license , generic passport, global intelligence due diligence ez match 3\ uae identity emirates id , qatar id , kuwait id, oman id 4\ malaysia identity malaysia id 5\ other organization vat, cst, tin, snec , fssai , icai , ptrc, icsi , esic, coa, mci , icwai (member) , icwai (firm) , iec, udhyog aadhaar by uan and uid, udhyog aadhaar by uan, tan , kompany, ssn , roc documents fetch , roc , ckyc , global business verification gst public apis gstin , pan to gst , pan to gst list identity vehicle registration(basic) , vehicle registration(detailed) , aadhaar , driving license , passport , voter id , individual pan , business pan , offline aadhaar, us passport, us driving license , generic passport, emirates id , qatar id , kuwait id, digilocker aadhaar, digilocker individual pan, digilocker driving license, business pan fetch , individual pan fetch , oman id, malaysia id, digilocker v2 individual pan, pan fetch , digilocker v2 aadhaar, digilocker v2 driving license, global intelligence, epan extraction address proof electricity documents cheque , bank account verification, bank search(micr) , bank search(ifsc) , bank statement , finacle fetch due diligence ez match 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 aadhaar card individual pan business pan passport bank account verification bank account statement 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 public apis electricity api ez match finacle global business verification bank search (micr) bank search (ifsc) 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