Edit Product Settings and Manage Grants
- The Edit feature enables the Admin to Edit/Configure the grants provided to the Customer.
- Safe, Uncertain, and Risky will be categorized based on the selection of classification criteria (Pending/Accepted/Rejected). The applications will be moved to the appropriate buckets in the backops portal. (Eg. Safe as Accepted- Then all safe applications will be shown in the "Accepted" tab).
We can send out email notification to the end users based on events/actions taken by Auditors by configuring following fields as shown below:
Subject: subject line for each email notification
Header: Any headers can be added here which is generic to all users.
Body: content of the mail to be send to the users
Footer: Any footers can be added here which would be generic to all users
Reasons: In case of rejections the reasons can be configured.
Through a callback URL, one program can communicate with another application asynchronously and loosely coupled. Callback URLs are POST API endpoints to a database, where JSON data can be pushed from Signzy’s system. Here, we can customize it in accordance with the Bank's supplied URL if we want to push the data of the entire onboarding process to the client's system.
After the completion of the onboarding journey, the status of the application has to be sent to the bank's/NBFC's server. There are multiple triggers(or events) when JSON data of the application can be pushed to the callback URL:
- Pending/Submission
- Accept
- Reject
- Draft
- DropOff
These can be configured separately by entering the details in the URL field for each event.
- URL: The callback URL for the specific status. (Bank-specified URL)
- It allows setting CallBack URLs for each step like POI, POA, CPOA, Fatca, Signature, Photo and video capture, contract, and OTP Verification.
- The Proof of Identity, Proof of Address, and Proof of Correspondence Address settings enable you to Choose the Documents proofs(PAN, Voter Id, Passport, Aadhaar Card, etc) which the investor can upload for each of these steps.
Whenever a user doesn’t have physical copies of their Documents so the Aadhaar Digilocker, PAN Digilocker, and DL Digilocker are available for users to Login on Digilocker and fetch their Documents.
Institution Name and Code information to be provided for the KRA service/system. Employee IPV Details of one of the employees from the Customer.
This feature allows the Backops users, IT Admin, and Creator user agents to timely update their passwords to ensure authorized access at all times and this feature would also help in case their passwords are compromised.
- On creation of Backops users and Creator Users, an auto-generated Password will be sent over email to them for first-time Login.
Automatic alert to change the password on the First Sign-in of the Backops Admin and Creator User allowing them to have a password of their Choice.
Disable Multiple Sessions for Backops Users, Merchant, Backops Admin, Creator Users, Distributor Backops, and Distributor Admin to restrict them from logging on multiple devices simultaneously.
To enable auto reassignment of all pending applications on the first enable button and auto reassignment of applications assigned to the Inactive status of backops status for enable on Inactive application button.
To manage and lockout the account after n number of failed login attempts and set a time for how long the account must be locked.
- Closing message on application submission to configure the closing message and header on the final page after the applicant has submitted the application.
- Customers can now opt for Automated Merchant Submission as soon as the users finish the final stage of the KYC journey to reduce the dropout percentage.
KRA Integration Configuration information like username and password for KRA integration.
- Auto-push to KRA on Accept is enabled in order to push the application to KRA upon being accepted by Backops Admin/User.
- MIS Bi-Hourly Report enables the Admin to set up an email id to which the MIS Reports will be sent every hour.
- Video Iframe customization allows enabling/disabling Video OTP, show ID card, custom Text
- AMC Details can use the AMC code if we have
- Related Person Details(Declaration Step) to enable/disable this section from Fatca/Declaration step. Session Time out feature to configure session timeout due to inactivity on URL, time out in seconds, and countdown in seconds has to be configured if enabled.
- Contract Page Delay can be enabled to allow a preview time once the generated Contract has been Signed in order to allow the applicant to Download/Preview the Signed contract.
Added for Main Page Consent Text for enabling hyperlinks and customized text for giving TNC
- Signzy Signature Consent to display Signzy’s signature Consent checkbox on the Signed Contract PDF.
- Aadhaar Consent allows editing the text on the Aadhaar consent page
- Offline Aadhaar Consent for customizable consent text box for Offline Aadhaar.
- Save for Later Enable/Disable option for saving the data to allow the users with a capability of drop off in case they wish to discontinue or submit the application later where they can click on the save for later button.
- Captcha Enable/Disable for captcha verification before the KYC journey starts.
When set to true the user will not be able to proceed to the next step if the uploaded Aadhar XML is older than 3 days for POI, POA, and CPOA.
In offline Aadhaar, the error message to be displayed to Investors exceeding the validity period can be customized in Backops.
In the Aadhaar XML UID field to be displayed or not is now Configurable
- Signature Creation Methods will allow the applicant to Draw Signature, Upload Signature, and use a Font Based Signature for a Signed Contract PDF.
- SKIP/BACK Button Required to be used to allow an investor to skip everything, no skip, skip with restrictions throughout the KYC journey.
- Aadhaar Field Mandatory, Mother's Name (Personal Information), Bank Address, Place of Birth, and Annual Income (Form Section) to show/hide these fields in the forms section and can be made mandatory/non-mandatory.
- Related Person Details(Declaration Step) to enable/disable this section from Fatca/Declaration step. Session Time out feature to configure session timeout due to inactivity on URL, timeout in seconds, and countdown in seconds has to be configured if enabled.
- Investor Dropout Settings enable a dropout mail trigger to the investor by specifying the dropout time in minutes.
- Once the application has been submitted by the applicant you can redirect them to your website by specifying the Redirect URL on CHANGE REDIRECT URL.
- Enable/Disable Backops Session Timeout
- Whether Backops admin should be allowed to move an accepted/rejected application to pending is now configurable.
- Customers can enable Automated SMS and Email notifications to Investors which contain the link and credentials to securely start their KYC journey.
- Configurable Disabling Right- Click all such keycode events(shortcuts like F12, ctrl+u, etc..) to block inspect, console, and all other context menu options of the browser for blocking the download/save options.
- Expire Auto login URL feature allows Backops users to configure when at a maximum second of the time limit the Auto login link must be expired.
- Aadhaar Esign consent allows editing the context
- Added linguistic feature for Aadhaar e-sign consent
- Enhanced Logic for GeoLocation recording for higher accuracy and handling error scenarios.
- The priority is shown below:-
- Geolocation from latitude and longitude collected from browser.
- If Geolocation is disabled then collect IP from the end user frontend.
- Then based on the above data get the city, state, and other geolocation parameters.
- On Backops the Longitude & Latitude, Complete Address will be visible under the GeoLocation section of VCIP
- The longitude and latitude details will be visible under the Due Diligence section for IO applications.
- User OTP Verification is a grant-based feature that when enabled, the customers can configure Email and Mobile OTP verification. Enable Prefill Data for mobile or enable Prefill Data for Email will fetch the prefill Mobile number or email address used in Create User/Investor. User OTP Verification Attempts to be set up to configure the number of attempts to verify OTP that can be allowed for a user. The default count is set to 3.
- Conditional field for maiden name - Hide/show options
Merchant Session timeout to configure session timeout for each applicant whenever they are ideal on the Video KYC journey
- Timeout Time (In seconds) - The user will be logged out after the configured interval
- Timeout Countdown (In seconds) - Countdown time is shown as the estimated time before logout
- Continue Session Dialog (Grant based)
- If Required - Continue Session Dialog Timeout (In seconds)
- Not required
- Session Timeout Redirect URL - Redirect the user to the redirect URL after the session timeout
- Session End Message
Now you can use our Linguistic feature for Onboarding journeys on the Web and Mobile and build a personalized experience for your users by choosing the language of your choice from English, Hindi, Bengali, Kannada, and Marathi.
- All these language options can be configured from the Backops Edit Section.
- A default language can also be configured from the Backops Edit Section.
- Linguistic Configuration for Distributor custom flow settings
- You can dynamically pass a default language in the Create Investor API.
- You can dynamically pass a default language in the Create Investor API
- Action Button allows to show accept button on the summary page when verification is true for IDs and video and Warning on the browser
- Warn on Browser Action to enable a warning whenever the user clicks back or close button during the KYC.
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].