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.
- 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
- 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
- Documents
- Cheque, Bank Account Verification, Bank Search(MICR), Bank Search(IFSC), Bank Statement, Finacle Fetch
- Due Diligence
- Organization
- Identity
- Due Diligence
- Identity
- Identity
- Malaysia ID
- 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
- 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
- Documents
- Cheque, Bank Account Verification, Bank Search(MICR), Bank Search(IFSC), Bank Statement, Finacle Fetch
- Due Diligence
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.
Here, we will simply choose the template type for each document created.
The platform provides 3 types of templates for documents:
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:
- Bank account verification
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
- Finacle
These are the forms with custom input fields that are not linked to any APIs.
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 [email protected].