Additional Features

skip the skip functionality is available in three types skip everything, skip with restrictions, and no skip in skip everything, the applicant will be able to move forward to further steps even if they haven’t filled any data in the current step and also they will be able to submit the application in skip with restriction, the applicants will be able to forward to further steps even if they haven’t filled any data in the current step, however, they will not be able to submit the application without filling in the complete details in no skip, the applicants will not be able to move forward to further steps until they fill in the complete details in the current step pan validation whenever a pan number is entered by the applicant during the onboarding journey, signzy's api checks if the pan number entered is valid or not from a source database backops portal the backops admin portal is a frontend dashboard that allows customers(amc) to manage and view the applications which are submitted, the status of the applications, what is the progress, how many applications are being submitted, and check other important reports in order to securely login on the backops portal use the customer login credentials check status and details of applications amc can check the status of applications along with the details of each application and documents submitted on the backops portal please refer to backops manual for detailed information digieye score the digieye score is calculated for each document/image the applicant has uploaded helping the backops user to check the accuracy and quality of the document due diligence due diligence includes a set of checks for digital verification that help backops users to decide better on the application authenticity this includes aml checks sanctioned list digital check social media handles geo tagging analysis browser data flag an application(safe/uncertain/risky) on the backops the application is flagged as green(safe), yellow(uncertain), and red(risky) on the summary page based on the overall verification and text match results which might partially help the backops users to classify the application while they are verifying callback urls change call back url can be set up by amc on the backops portal and to be used once the process is completed by the applicant or the status of the application changes to accepted/rejected/draft for which data can be posted on the callback url page call back system will allow you to set callback urls for each step like poi, poa, cpoa, forms, fatca, signature, photo, video, etc please refer to backops manual for detailed information redirect url amc can set up the redirect url on the backops portal to redirect the applicant to their own website after finishing the onboarding journey please refer to backops manual for detailed information kra integration and integration status the kra integration configuration can be performed on the backops portal by inserting the kra user id and password provided by the kra for specific amc in the integration tab of backops choose the respective kra(cams/karvy/cvl) from the dropdown, then view all the applications which are pushed to kra after being accepted by backops admin/user along with the status and responses received from the kra please refer to backops manual for detailed information auto push & auto repush the auto push functionality is enabled in order to push the applications to kra once they have been accepted by the backops admin/user the auto repush functionality is enabled in order to repush the applications which have failed to be pushed to cams due to kra service being down/not connected at a certain time hence the repush functionality frequently checks for such failed applications and attempts to push them again to kra until successful aadhaar manual masking the aadhaar manual masking feature has been implemented on backops portal in order to avoid/reduce the rejections of applications due to nonredacted aadhaar numbers (first 8 digits) in case of aadhaar card uploaded for poi, poa, cpoa this feature will be available in the data and documents sections of an application when it is in pending status the button is available under the aadhaar image i e , click here for manual masking, and a pop up window will appear with the aadhaar image the rotate right/left button can be used to rotate the image and the zoom in/zoom out can be used to zoom the image the color box to choose the color for masking and the size of the brush can be chosen from the dropdown(5,10,15 ) masking can be performed for the first 8 digits of the aadhaar number and click on the done button and the delete button will discard the changes mis reports the detailed mis report is available and shared with customers(amc) through email it consists of a total number of onboarding(submitted, incomplete) along with details like name, email, date and time of creation, date and time of submission, status, etc the mis report can also be downloaded from backops portal please refer to backops manual for detailed information email notifications amc can set up email notifications(enable/disable) for each onboarding applicant on the backops portal through which the applicants will receive an email notification whenever their application is accepted/rejected/moved to draft(redo) the default subject, default message, and rejection reasons/draft reason can be configured by the customer(amc) additionally, signzy also sends email/sms notifications to every applicant in case they drop off in between the video kyc journey along with the link to complete the journey from the step they had dropped off from distributor dashboard/distributor backops the distributor dashboard is a frontend portal created for distributors to manage and view the applications onboarded under them the distributors need to securely log in to the dashboard with the dashboard credentials shared with them further under the settings, they can add amc using the channel login credentials for each amc they have integrated with there are two versions of the distributor dashboard basic version(view only) this version of the dashboard will enable the distributor to view details of their applications as per the status(accepted/rejected/pending/redo) along with the documents submitted for each section, rejection/draft reason by amc, creation, and submission date & time of the application they can filter out applications based on amc and status, and also sort by date(new to old) or (old to new) option is available the features are listed as follows overview of data containing total number of applications, number of applications accepted, number of applications rejected, number of applications pending filter applications based on pending, accepted, rejected, and moved to draft view all the submitted applications and the respective data graphs and analytics for no of applications for a day, no of applications for a week, no of applications for a month, comparison graphs of the previous month/week, and percentage of total verified onboardings following details for pending, accepted, rejected, and redo applications view data and documents, cross verification, due diligence, forensics, forms, contract, internal notes, and comments view integrating status by choosing the respective kra(cams/karvy) from the dropdown and check applications that are pushed to kra after being accepted by the backops team along with the time, status, and responses received from the kra faq sections are available which contain general faqs, kyc related faqs, and amc related faqs advanced version this version provides advanced functionalities which allow the distributors to manage their applications such as they can accept, reject or move to draft the features are listed as follows overview of data containing total number of applications, number of applications accepted, number of applications rejected, number of applications pending filter applications based on pending, accepted, rejected, and draft/redo view all the submitted applications and the following details for pending, accepted, rejected, and redo applications view data and documents, cross verification, due diligence, forensics, forms, contract, internal notes, and comments verify all the incoming applications and accept/reject/move to redo these applications at the distributor level only the accepted applications by the distributor will be submitted to amc for further processing the rejected/redo applications have to be resubmitted by the applicant capability to create backops admin, which further can create backops users to verify and approve all the applications download mis report at the distributor level configure rejection and redo reasons grant based email setting is provided in case distributors wish to allow signzy to send email notifications to their applicants and the percentage of total verified onboardings graphs and analytics for no of applications for a day, no of applications for a week, no of applications for a month, comparison graphs of the previous month/week view integrating status by choosing the respective kra(cams/karvy) from the dropdown and check applications that are pushed to kra after being accepted by the backops team along with the time, status, and responses received from the kra faq sections are available which contain general faqs, kyc related faqs, and amc related faqs 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