--- title: Edit Product Settings and Manage Grants slug: investor-onboarding-io/edit-product-settings-and-manage-grants description: This document provides an overview of the Backops portal features and settings available to administrators. Learn how to customize grants for customers, categorize applications, and utilize callback URLs. Discover the benefits of selecting verification do createdAt: 2023-03-20T06:14:11.000Z --- - The Edit feature enables the Admin to Edit/Configure the grants provided to the Customer.  ![](https://lh6.googleusercontent.com/nQG9ad-LuITdqnOYDgpnJnuE08a_oEv6cjDcFXXkVWsV_LDd9nJCVuezF9NkEll5Z4Mg3ny-XpT3scrLSGHw48XcloNr3PN0hDS1QvrrbW71jQNWl2Pnt5SJWow_E2E32T-pptqFutM4q4jmv0irSTMuDupiUshmjwuugKWoDigRMFYf_F94aMNi_scO) # Classification Criteria - 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).  ![](https://lh3.googleusercontent.com/DcRXgpS35J4Go2VcbSx2a9iCd2rducYvG_t8I_8Vjeu8NHO2LHOXmg_MJgloBi_rGBakcOmxiESPJvuOBzrRLSRsECaerz62vZhtx_zeNUCkOBmsflO6U1lrxk6bqppcHcsHPgQLaNsE5QKBEm0v0K-vDfznjJCtj57KTX2EbdJ9DYS3G-bemAqr57Qg "Classification Criteria") ### Email Configuration: 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. ![](https://lh5.googleusercontent.com/gNvsilcMcohPR4B44mbDx_iznfnqnR7K3mvMFWIunwAFWdNeLSWMHniHqbGXtiHFgKmySdBjqWuvd8Qk6iR5X0YD8qkTjiLLFF9OfEoBp8gCe_1ozvCJEPOHghoZrw-Y2YhY0RT6QVBauX63mrca8qvHBcY1MTc3XZ9zzf1-iqZ3ptcwb3zhNS_hHsiG "Application rejection/accepted") # Change Call Back URL 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. # Status wise Callback 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) ![](https://api.archbee.com/api/optimize/w0YdjmC6Uxu0AJ6sPj9OT/KlfX4u3BHvXpzwpuXUMZn_image.png "Callback Configuration") ### Sample Callback Data for IO: :::CodeblockTabs Rejected ```json { "customerId": "5****5", "merchantId": "6****4", "status": "rejected", "reason": "", "loginParameters": { "applicationUrl": "https://investor-onboarding-preproduction.signzy.tech/sbi-mf_preprod/5e****f5/login?ns=sbi-mf_preprod", "mobileLoginUrl": "https://m-investor-onboarding-preproduction.signzy.tech/sbi-mf_preprod/5e****f5/login?ns=sbi-mf_preprod", "autoLoginUrL": "https://investor-onboarding-preproduction.signzy.tech/sbi-mf_preprod/5e****f5/1b*****8f/eMain?ns=sbi-mf_preprod", "mobileAutoLoginUrl": "https://m-investor-onboarding-preproduction.signzy.tech/sbi-mf_preprod/5e****f5/1b*****8f/eMain?ns=sbi-mf_preprod" }, "data": { "email": "..email..", "phone": "..phone..", "name": "..name..", "username": "..username..", "customerId": "5e****f5", "mainPageConsentText": "", "merchantId": "62****c4", "activityLog": [ { "id": "5e****f5", "name": "SBI", "username": "sbi-mf_preprod", "role": "Customer", "action": { "from": "pending", "to": "rejected" }, "eventTimestamp": 1650524530 }, ], "status": "rejected", "reason": "", "rejectionClassification": [], "draftClassification": [], "verificationData": { "idCards": [ { "type": "pan", "purpose": [ "POI" ], "name": "..name..", "idNo": "F***K", "dob": "..dob..", "expiryDate": "", "textMatchRequired": true, "idClassificationRequired": true, "address": "", "reqsplit": [], "state": "", "city": "", "district": "", "pincode": "", "issueDate": "", "images": [ "https://preproduction-persist.signzy.tech/api/files/3***1/download/ec***39.png" ], "proofType": "Investor Identity Proof", "verificationStatus": { "error": { "status": 404, "data": { "error": { "statusCode": 404, "name": "Error", "message": "PAN not found", "status": 404 } } }, "isSet": 0 }, "digiEyeScore": "10.00%" }, { "purpose": [ "POA" ], "name": "..name..", "idNo": "0***9", "dob": "..dob..", "textMatchRequired": true, "idClassificationRequired": true, "address": "..address..", "expiryDate": "", "state": "..state..", "issueDate": "", "addressType": "Permanent Address", "proofType": "Investor Address Proof", "images": [ "https://preproduction-persist.signzy.tech/api/files/3***3/download/cb*****ec.png", "https://preproduction-persist.signzy.tech/api/files/3***5/download/04*****a4.png" ], "city": "..city..", "district": "..district..", "pincode": "..pincode..", "type": "aadhaar", "reqSplit": { "district": [ "..district.." ], "state": [ [ "MAHARASHTRA", "MH" ] ], "city": [ "..city.." ], "pincode": "..pincode..", "country": [ "IN", "IND", "INDIA" ], "addressLine": "" }, "sameAsPermanent": "true", "verificationStatus": { "isSet": 1, "verified": false, "message": "Verification could not be completed.", "aadhaarMessage": "" }, "digiEyeScore": "14.00%", "consentText": "I, the Holder of Aadhaar number given above, hereby give my consent that such data post confirmation will be transferred to client for further processing my on-boarding application for their product and will not be stored or shared in any other manner by Signzy Technologies Private Limited." } ], "documents": [ { "type": "cheque", "beneficiaryMobile": "", "beneficiaryAccount": "3***6", "beneficiaryName": "", "beneficiaryIFSC": "S***3", "bankName": "STATE BANK OF INDIA", "branchName": "", "images": [ "https://preproduction-persist.signzy.tech/api/files/3***1/download/8e*****5c.png" ] }, { "type": "bankAccountVerification", "beneficiaryMobile": "..mobile..", "beneficiaryAccount": "..account..", "beneficiaryName": "..beneficiary name..", "beneficiaryIFSC": "S***3", "bankName": "", "branchName": "", "images": [], "bankTransferOutput": { "active": "yes", "reason": "success", "nameMatch": "not available", "nameMatchScore": 0, "mobileMatch": "not available", "auditTrail": { "nature": "BANK RRN", "value": "2***7", "timestamp": "2022-04-21T05:58:43.870Z" }, "bankTransfer": { "response": "Transaction Successful", "bankRRN": "2***7", "beneName": "..name..", "beneMMID": "", "beneMobile": "", "beneIFSC": "S***3" } }, "verifyAmountOutput": { "amountMatch": "false", "owerName": "", "mobile": "", "mmid": "" } } ], "video": { "url": "https://preproduction-persist.signzy.tech/api/files/3***7/download/63*****a4.mp4", "matchImage": "https://preproduction-persist.signzy.tech/api/files/3***1/download/ec*****39.png", "signzyVerifiableString": "3***8", "videoMatch": { "matchAudioScore": "0%", "isSet": 1 }, "matchImageEla": { "result": "", "isSet": 0 }, "forensics": { "staticRisk": { "staticPhoto": "false", "isSet": 1 }, "videoLandMarks": { "result": "", "isSet": 0 }, "videoFaceMatch": { "videoImages": [ "https://persist.signzy.tech/api/files/3***9/download/81****7d.jpg", "https://persist.signzy.tech/api/files/3***5/download/48****5d.jpg", "https://persist.signzy.tech/api/files/3***7/download/30****67.jpg" ], "finalMatchImage": "https://preproduction-persist.signzy.tech/api/files/3***1/download/ec****39.png", "matchStatistics": { "matchPercentage": "0.0%", "coVariance": "0.00%" }, "isSet": 1 }, "exif": { "metadataFound": "false", "message": "No image metadata found", "image": {}, "gps": {}, "isSet": 1 } }, "faceLandmarks": { "result": "https://persist.signzy.tech/api/files/3***3/download/a2*****a7.png", "isSet": 1 } }, "contract": {}, "photo": { "photoUrl": "https://preproduction-persist.signzy.tech/api/base64strings/2***7/download/e7*****f1.png", "updateTimeStamp": 1650520768 }, "fatca": { "pep": "NO", "rpep": "NO", "residentForTaxInIndia": "NO", "relatedPerson": "NO" }, "signature": { "signatureImageUrl": "https://preproduction-persist.signzy.tech/api/files/3***5/download/e9*****c7.png", "consent": "true", "ack": "true", "consentTimestamp": 1650520754151, "updateTimeStamp": 1650520755, "consentText": "I consent for Signzy Technologies Private Limited to link this to my Email ID I have provided and on my consent to be used for purpose of digital signature." }, "formData": { "gender": "M", "maritalStatus": "UNMARRIED", "nomineeRelationShip": "FATHER", "maidenTitle": "", "maidenName": "", "panNumber": "F***K", "aadhaarNumber": "0***9", "motherTitle": "Mrs.", "residentialStatus": "Resident Individual", "occupationDescription": "Private Sector", "occupationCode": "01", "kycAccountCode": "01", "kycAccountDescription": "New", "communicationAddressCode": "01", "communicationAddressType": "Residential/Business", "permanentAddressCode": "01", "permanentAddressType": "Residential/Business", "citizenshipCountryCode": "101", "citizenshipCountry": "India", "applicationStatusCode": "R", "applicationStatusDescription": "Resident Indian", "mobileNumber": "..mobile..", "countryCode": 91, "emailId": "..email..", "motherName": "..mother name..", "nomineeTitle": "Mr.", "nomineeName": "..nominee name.." }, "panFetch": {}, "userOtpVerification": {}, "videoConference": {}, "info": { "name": "..name..", "dob": "..dob..", "emailId": "..email..", "phone": "..phone..", "communicationAddress": "..address..", "permanentAddress": "" } }, "formFilledData": { "identityProof": { "type": "pan", "purpose": [ "POI" ], "name": "..name..", "idNo": "F***K", "dob": "..dob..", "expiryDate": "", "verify": true, "textMatchRequired": true, "idClassificationRequired": true, "address": "", "reqsplit": [], "state": "", "city": "", "district": "", "pincode": "", "issueDate": "", "images": [ "https://preproduction-persist.signzy.tech/api/files/3***1/download/ec****39.png" ], "proofType": "Investor Identity Proof" }, "addressProof": [ { "purpose": [ "POA" ], "name": "..name..", "idNo": "0***9", "dob": "..dob..", "verify": true, "textMatchRequired": true, "idClassificationRequired": true, "address": "..address..", "expiryDate": "", "state": "..state..", "issueDate": "", "addressType": "Permanent Address", "proofType": "Investor Address Proof", "images": [ "https://preproduction-persist.signzy.tech/api/files/3**3/download/cb*****ec.png", "https://preproduction-persist.signzy.tech/api/files/3***5/download/04*****a4.png" ], "city": "..city..", "district": "..district..", "pincode": "..pincode..", "type": "aadhaar", "sameAsPermanent": "true" } ], "bankAccount": { "type": "bankAccountVerification", "beneficiaryMobile": "..beneficiary mibile..", "beneficiaryAccount": "3***6", "beneficiaryName": "..beneficiary name..", "beneficiaryIFSC": "S***3", "bankName": "STATE BANK OF INDIA", "branchName": "..branch name..", "images": [ "https://preproduction-persist.signzy.tech/api/files/3***1/download/8e*****5c.png" ], "verifyAmount": 1 }, "formFields": { "gender": "M", "maritalStatus": "UNMARRIED", "nomineeRelationShip": "FATHER", "maidenTitle": "", "maidenName": "", "panNumber": "F***K", "aadhaarNumber": "0***9", "motherTitle": "Mrs.", "residentialStatus": "Resident Individual", "occupationDescription": "Private Sector", "occupationCode": "01", "kycAccountCode": "01", "kycAccountDescription": "New", "communicationAddressCode": "01", "communicationAddressType": "Residential/Business", "permanentAddressCode": "01", "permanentAddressType": "Residential/Business", "citizenshipCountryCode": "101", "citizenshipCountry": "India", "applicationStatusCode": "R", "applicationStatusDescription": "Resident Indian", "mobileNumber": "..mobile number..", "countryCode": 91, "emailId": "..email..", "motherName": "..mother name..", "nomineeTitle": "Mr.", "nomineeName": "..nominee name.." }, "fatca": { "pep": "NO", "rpep": "NO", "residentForTaxInIndia": "NO", "relatedPerson": "NO" }, "signature": { "signatureImageUrl": "https://preproduction-persist.signzy.tech/api/files/3***5/download/e9*****c7.png", "consent": "true", "ack": "true", "consentTimestamp": 1650520754151, "updateTimeStamp": 1650520755, "consentText": "I consent for Signzy Technologies Private Limited to link this to my Email ID I have provided and on my consent to be used for purpose of digital signature." }, "photo": { "photoUrl": "https://preproduction-persist.signzy.tech/api/base64strings/2***7/download/e7*****f1.png", "updateTimeStamp": 1650520768 }, "panFetch": {}, "userOtpVerification": {}, "video": { "faceMatchRequired": true, "audioTextMatchRequired": true, "url": "https://preproduction-persist.signzy.tech/api/files/3***7/download/63*****a4.mp4", "matchImage": "https://preproduction-persist.signzy.tech/api/files/3***1/download/ec*****39.png", "signzyVerifiableString": "3***8", "seconds": "", "snapshot": "https://persist.signzy.tech/api/files/3***9/download/81*****7d.jpg" }, "contract": {}, "userForensics": { "geoLocationData": { "ip": "..ip..", "latitude": ..latitude.., "longitude": ..longitude.., "city": "..city..", "region": "..region..", "country": "..country..", "ispNumber": "..isp.." }, "browserData": { "browserName": "Chrome", "cookieEnabled": "true", "browserLanguage": "en-US", "os": "Win32", "platform": "Desktop" } }, "consentDetails": { "signzyAadhaarConsentTimestamp": 1650520675297, "signzySignatureConsentTimestamp": 1650520754151 } }, "verificationResult": { "idCards": [ { "status": "Uncertain", "type": "pan", "addressType": null, "purpose": "POI", "number": "F***K", "businessFlag": null }, { "status": "Uncertain", "type": "aadhaar", "addressType": "Permanent Address", "purpose": "POA", "number": "0***9", "businessFlag": null } ], "bankAccount": "Risky", "video": "Risky", "amlStatus": "Safe", "overalStatus": "Risky" } }, "eventTimestamp": 1651220755, "rejectionClassification": [ "INVALID PAN\nINVALID AADHAAR\nINVALID ACCOUNT" ] } ``` ::: ### Sample Callback Data for IO+VCIP: :::CodeblockTabs Accepted ```curl { "id": "642****25", "customerId": "60*****46", "merchantId": "63*****8c", "status": "accepted", "reason": "", "loginParameters": { "applicationUrl": "https://investor-onboarding-preproduction.signzy.tech/chemduru_preetham/60****46/login?ns=chemduru_preetham", "mobileLoginUrl": "https://m-investor-onboarding-preproduction.signzy.tech/chemduru_preetham/60*****46/login?ns=chemduru_preetham", "autoLoginUrL": "https://investor-onboarding-preproduction.signzy.tech/chemduru_preetham/60*****46/1b*****fe6/eMain?ns=chemduru_preetham", "mobileAutoLoginUrl": "https://m-investor-onboarding-preproduction.signzy.tech/chemduru_preetham/60*****46/1b*****e6/eMain?ns=chemduru_preetham" }, "data": { "email": "..email..", "phone": "..phone..", "name": "..name..", "username": "..username..", "customerId": "60****46", "pekrn": "", "mainPageConsentText": "", "merchantId": "63****8c", "activityLog": { "id": "60****46", "name": "..name..", "username": "..username..", "role": "Customer", "action": { "from": "pending", "to": "accepted" }, "eventTimestamp": 1680678023 }, "status": "accepted", "subStatus": "Application Submitted", "reason": "", "draftClassification": [], "verificationData": { "idCards": [ { "type": "aadhaarDigiLocker", "purpose": [ "POI" ], "name": "..name..", "idNo": "..id no..", "dob": "..dob..", "expiryDate": "", "textMatchRequired": true, "idClassificationRequired": true, "address": "..address..", "reqsplit": [], "state": "..state..", "city": "..city..", "district": "..district..", "pincode": "..pincode..", "issueDate": "", "images": [ "https://persist.signzy.tech/api/files/4***1/download/24*****67.jpeg", "https://preproduction-persist.signzy.tech/api/files/3***7/download/f9*****b5.pdf" ], "proofType": "Investor Identity Proof", "reqSplit": { "district": [ "..district.." ], "state": [ [ "KERALA", "KL" ] ], "city": [ "..city.." ], "pincode": "..pincode..", "country": [ "IN", "IND", "INDIA" ], "addressLine": "..address", "landMark": "..landmark.." }, "digiLocker": { "digilockerid": "e*****7", "name": "..name..", "dob": "..dob..", "gender": "..gender..", "eaadhaar": "Y" }, "validAadhaarDSC": "yes", "consentText": "I, the Holder of Aadhaar number given above, hereby give my consent that such data post confirmation will be transferred to client for further processing my on-boarding application for their product and will not be stored or shared in any other manner by Signzy Technologies Private Limited." } ], "documents": [], "video": {}, "contract": {}, "photo": {}, "fatca": {}, "signature": {}, "formData": {}, "nominationData": {}, "panFetch": { "type": "panFetch", "name": "..name..", "fatherName": "..father name..", "idNo": "A***J" }, "userOtpVerification": {}, "videoConference": { "scheduled": "false", "scheduledDetails": {}, "documents": [ { "images": [ "https://persist.signzy.tech/api/files/4***1/download/24*****67.jpeg", "https://preproduction-persist.signzy.tech/api/files/3***7/download/f9*****b5.pdf" ], "data": { "name": "..name..", "uid": "..uid..", "address": "..address..", "pincode": "..pincode..", "dob": "..dob..", "state": "..state..", "district": "..district..", "city": "..city..", "consentTimestamp": 1673952252462 }, "useForFaceMatch": true }, { "data": { "name": "..name..", "fatherName": "..father name..", "panNumber": "..pan number.." } } ], "forensics": {}, "instructions": [ { "isIDCardBoxRequired": false, "isSideNavRequired": false, "isScreenshotRequired": false, "text": "what is your name ", "isFaceMatchRequired": false, "isFeedbackRequired": false, "feedbackFields": [ { "elementType": "inputField", "isRequired": false, "conditionalRendering": false, "optionalValuesRequired": false } ], "translations": { "ENGLISH": "what is your name ", "HINDI": "आपका नाम क्या है", "KANNADA": "ನಿನ್ನ ಹೆಸರೇನು", "BENGALI": "আপনার নাম কি", "GUJARATI": "તમારું નામ શું છે", "MALAYALAM": "എന്താണ് നിന്റെ പേര്", "MARATHI": "तुझं नाव काय आहे", "PUNJABI": "ਤੁਹਾਡਾ ਨਾਮ ਕੀ ਹੈ", "TAMIL": "உங்கள் பெயர் என்ன", "TELUGU": "నీ పేరు ఏమిటి" } }, { "isIDCardBoxRequired": false, "isSideNavRequired": false, "isScreenshotRequired": true, "text": "Show your ID card", "isFeedbackRequired": true, "feedbackFields": [ { "elementType": "dropdown", "isRequired": true, "conditionalRendering": false, "optionalValuesRequired": false, "variable": "Seqc", "placeHolder": "Did the customer answer the security question successfully?", "options": "6***1-9**0-4***0-9***d-e****2", "optionsValue": "6***1-9***0-4***0-9***d-e*****2" } ], "translations": { "ENGLISH": "Show your ID card", "HINDI": "अपना पहचान पत्र दिखाओ", "KANNADA": "ನಿಮ್ಮ ಗುರುತಿನ ಚೀಟಿ ತೋರಿಸಿ", "BENGALI": "আপনার আইডি কার্ড দেখান", "GUJARATI": "તમારું આઈડી કાર્ડ બતાવો", "MALAYALAM": "നിങ്ങളുടെ ഐഡി കാർഡ് കാണിക്കുക", "MARATHI": "तुमचे ओळखपत्र दाखवा", "PUNJABI": "ਆਪਣਾ ਆਈਡੀ ਕਾਰਡ ਦਿਖਾਓ", "TAMIL": "உங்கள் அடையாள அட்டையைக் காட்டு", "TELUGU": "మీ ID కార్డ్ చూపించండి" } }, { "isIDCardBoxRequired": false, "isSideNavRequired": false, "isScreenshotRequired": true, "text": "Ask the Proprietor to wave his hand?", "isFeedbackRequired": false, "feedbackFields": [ { "elementType": "inputField", "isRequired": false, "conditionalRendering": false, "optionalValuesRequired": false } ], "translations": { "ENGLISH": "Ask the Proprietor to wave his hand?", "HINDI": "प्रोपराइटर से अपना हाथ हिलाने के लिए कहें?", "KANNADA": "ಮಾಲೀಕನಿಗೆ ಕೈ ಬೀಸಲು ಹೇಳುವುದೇ?", "BENGALI": "মালিককে হাত নাড়তে বলবেন?", "GUJARATI": "માલિકને હાથ લહેરાવવાનું કહો?", "MALAYALAM": "ഉടമസ്ഥനോട് കൈ വീശാൻ പറയണോ?", "MARATHI": "मालकाला हात हलवायला सांगा?", "PUNJABI": "ਮਾਲਕ ਨੂੰ ਹੱਥ ਹਿਲਾਉਣ ਲਈ ਕਹੋ?", "TAMIL": "உரிமையாளரிடம் கையை அசைக்கச் சொல்லவா?", "TELUGU": "చేయి ఊపమని యాజమాన్యాన్ని అడగాలా?" }, "isFaceMatchRequired": true }, { "isIDCardBoxRequired": false, "isSideNavRequired": false, "isScreenshotRequired": false, "text": "What is your Date of Birth?", "translations": { "ENGLISH": "What is your Date of Birth?", "HINDI": "आपकी जन्म तिथि क्या है?", "KANNADA": "ನಿಮ್ಮ ಹುಟ್ಟಿದ ದಿನಾಂಕ ಯಾವುದು?", "BENGALI": "তোমার জন্মদিন কবে?", "GUJARATI": "તમારી જન્મ તારીખ શું છે?", "MALAYALAM": "നിൻറെ ജന്മദിനം എന്നാണ്?", "MARATHI": "तुमची जन्मतारीख काय आहे?", "PUNJABI": "ਤੁਹਾਡੀ ਜਨਮ ਮਿਤੀ ਕੀ ਹੈ?", "TAMIL": "உங்களுடைய பிறந்த நாள் என்ன?", "TELUGU": "మీరు పుట్టిన తేదీ ఏమిటీ?" }, "isFeedbackRequired": true, "feedbackFields": [ { "elementType": "dropdown", "isRequired": true, "conditionalRendering": false, "optionalValuesRequired": false, "variable": "SecQ", "placeHolder": "Did the customer answer the security question successfully?", "options": "2***4-9***1-4***5-9***7-1*****1", "optionsValue": "2***4-9***1-4***5-9***7-1*****1" }, { "elementType": "inputField", "isRequired": false, "conditionalRendering": true, "optionalValuesRequired": false, "conditionalRenderingConditions": { "variable": "SecQ", "data": "Fail" }, "variable": "Remarks", "placeHolder": "Please enter your remarks" }, { "elementType": "dropdown", "isRequired": false, "conditionalRendering": false, "optionalValuesRequired": false, "placeHolder": "Is the person above 18", "variable": "Remarkd", "options": [ "Yes", "No" ] } ] } ], "screenshots": [ { "finalImage": "", "screenshots": [] }, { "finalImage": "https://video-persist-preproduction.signzy.tech/api/base64strings/2***2/download/0e****65.jpeg", "screenshots": [ "https://video-persist-preproduction.signzy.tech/api/base64strings/2***2/download/0e*****65.jpeg" ] }, { "finalImage": "https://video-persist-preproduction.signzy.tech/api/base64strings/2***4/download/6c*****0a.jpeg", "screenshots": [ "https://video-persist-preproduction.signzy.tech/api/base64strings/2***4/download/6c*****0a.jpeg", "https://video-persist-preproduction.signzy.tech/api/base64strings/2***5/download/98*****c2.jpeg", "https://video-persist-preproduction.signzy.tech/api/base64strings/2***7/download/da*****79.jpeg" ], "faceMatchScore": 3, "facematchDesc": [ [ { "documentType": "Aadhaar DigiLocker", "facematchScore": 5 } ], [ { "documentType": "Aadhaar DigiLocker", "facematchScore": 3 } ] ] }, { "finalImage": "", "screenshots": [] } ], "inFlowSummary": [ { "imageTaken": "", "facematchScore": "", "question": "what is your name " }, { "imageTaken": "https://video-persist-preproduction.signzy.tech/api/base64strings/2***2/download/0e*****65.jpeg", "facematchScore": "", "question": "Show your ID card", "feedback": { "Seqc": "pass" } }, { "imageTaken": "https://video-persist-preproduction.signzy.tech/api/base64strings/2***4/download/6c*****0a.jpeg", "facematchScore": "5", "facematchDesc": [ { "documentType": "Aadhaar DigiLocker", "facematchScore": 5 } ], "question": "Ask the Proprietor to wave his hand?" }, { "imageTaken": "", "facematchScore": "", "question": "What is your Date of Birth?", "feedback": { "SecQ": "Fail", "Remarks": "wrong", "Remarkd": "Yes" } } ], "geo": { "complete": "..address..", "city": "..city..", "state": "..state..", "shortName": "IN", "countryName": "India", "regionName": "..region..", "ipAddress": "..ip..", "latitude": "..latitude..", "longitude": "..longitude.." }, "browserData": { "browserName": "Chrome", "cookieEnabled": "true", "browserLanguage": "en-US", "os": "Windows", "userAgent": "Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/109.0.0.0 Safari/537.36", "pluginsInstalled": [ "PDF Viewer", "Chrome PDF Viewer", "Chromium PDF Viewer", "Microsoft Edge PDF Viewer", "WebKit built-in PDF" ], "screenWidth": "1366", "screenHeight": "768", "screenPixelDepth": "24", "screenColorDepth": "24", "deviceInfo": { "is_mobile": false, "complete_device_name": " ", "form_factor": "desktop", "os": { "name": "Windows", "version": "10.0", "platform": "x64" } }, "browserVersion": "109.0" }, "forensicsData": { "ip": "..ip..", "country_code": "IN", "country_name": "INDIA", "city": "..city..", "block": 0, "zipCode": "..zip code..", "timezone": "IST, Asia/Kolkata", "state": "KARNATAKA", "stateCode": "KA" }, "fieldValues": { "Remark": "Unsuccessful call" }, "feedback": "", "feedbackMessage": "", "callDuration": { "startTime": 1673952311072, "endTime": 1673952402401 }, "recordedVideoData": { "videoUrl": "https://video-persist-preproduction.signzy.tech/api/files/1***7/download/bc*****e7.mp4", "fileSize": 1449738, "rawVideoUrl": "https://video-persist-preproduction.signzy.tech/api/files/1***6/download/bd*****69.webm" }, "vcipAdminDetails": { "username": "username..", "email": "..email..", "name": "..name.." }, "consentText": "", "consentTimestamp": "" }, "info": { "name": "..name..", "dob": "..dob..", "emailId": "..email..", "phone": "..phone..", "communicationAddress": "", "permanentAddress": "" } }, "formFilledData": { "identityProof": { "type": "aadhaarDigiLocker", "purpose": [ "POI" ], "name": "..name..", "idNo": "0***3", "dob": "..dob..", "expiryDate": "", "verify": true, "textMatchRequired": true, "idClassificationRequired": true, "address": "..address..", "reqsplit": [], "state": "..state..", "city": "..city..", "district": "..district..", "pincode": "..pincode..", "issueDate": "", "images": [ "https://persist.signzy.tech/api/files/4***1/download/24*****67.jpeg", "https://preproduction-persist.signzy.tech/api/files/3***7/download/f9*****b5.pdf" ], "proofType": "Investor Identity Proof", "reqSplit": { "district": [ "..district.." ], "state": [ [ "KERALA", "KL" ] ], "city": [ "..city.." ], "pincode": "..pincode..", "country": [ "IN", "IND", "INDIA" ], "addressLine": "..address..", "landMark": "..landmark.." }, "digiLocker": { "digilockerid": "e*****7", "name": "..name..", "dob": "..dob..", "gender": "..gender..", "eaadhaar": "Y" }, "validAadhaarDSC": "yes" }, "addressProof": [], "bankAccount": { "type": "bankAccountVerification" }, "formFields": {}, "nominationFields": {}, "fatca": {}, "signature": {}, "photo": {}, "panFetch": { "type": "panFetch", "name": "..name..", "fatherName": "father name..", "idNo": "A***J" }, "userOtpVerification": {}, "video": {}, "contract": {}, "userForensics": {}, "consentDetails": { "signzyAadhaarDigiLockerConsentTimestamp": 1673952252462 } }, "verificationResult": { "idCards": [ { "status": "Safe", "type": "aadhaarDigiLocker", "addressType": null, "purpose": "POI", "number": "0***3", "businessFlag": null } ], "bankAccount": "Safe", "video": "Safe", "amlStatus": "Safe", "overalStatus": "Safe" } }, "eventTimestamp": 1680678023 } ``` Rejected ```curl { "id": "64256888eff167497b639e9b", "managerCode": "123", "name": "Sumit", "roleId": "639caecb2355211bc6ef6e54", "phone": "8830475752", "activeStatus": "Active", "status": "new", "department": "QA", "invalidOtpAttempt": 0, "sendOtpAttempt": 1, "sendOtpAttemptSession": 0, "invalidPasswordAttempt": 0, "wrongOtpAttemptSession": 0, "otpExpiry": 0, "deviceId": "a9dcc10881c6d599", "applicationId": "636234368423dd016fe71bc8", "lastLoginAt": 1680601888011, "lastLogoutAt": 1680264360256, "passwordLastUpdatedAt": 1680173274293, "Name": "Sumit Patil", "emailId": "sumit.patil@signzy.com", "designation": "QA-1", "expiry": 1680173834910 }, "_id": "6426af9f936c5d02557c990e" }, "matcherData": [], "merchantAuditData": [], "submerchantAuditData": [] }, { "id": "642d1f05b1bc81683fa3fb2a", "customerId": "60f668d592f7a450df4a4b46", "merchantId": "63bd424ec0bfcef27939fa49", "status": "rejected", "reason": "asdasfsdfgvreg", "loginParameters": { "applicationUrl": "https://investor-onboarding-preproduction.signzy.tech/chemduru_preetham/60f668d592f7a450df4a4b46/login?ns=chemduru_preetham", "mobileLoginUrl": "https://m-investor-onboarding-preproduction.signzy.tech/chemduru_preetham/60f668d592f7a450df4a4b46/login?ns=chemduru_preetham", "autoLoginUrL": "https://investor-onboarding-preproduction.signzy.tech/chemduru_preetham/60f668d592f7a450df4a4b46/1b6df56d5bc0343d0de120f06d5faf3a28f8d406cb4aeab4d7852fd3bb7573c4134ff3862726/eMain?ns=chemduru_preetham", "mobileAutoLoginUrl": "https://m-investor-onboarding-preproduction.signzy.tech/chemduru_preetham/60f668d592f7a450df4a4b46/1b6df56d5bc0343d0de120f06d5faf3a28f8d406cb4aeab4d7852fd3bb7573c4134ff3862726/eMain?ns=chemduru_preetham" }, "data": { "email": "abhay.maslekar@signzy.com", "phone": "9566183536", "name": "Abhay", "username": "abhay_test343", "customerId": "60f668d592f7a450df4a4b46", "pekrn": "", "mainPageConsentText": "", "merchantId": "63bd424ec0bfcef27939fa49", "activityLog": { "id": "60f668d592f7a450df4a4b46", "name": "Chemduru Preetham", "username": "chemduru_preetham", "role": "Customer", "action": { "from": "pending", "to": "rejected" }, "eventTimestamp": 1680678661 }, "status": "rejected", "subStatus": "Application Submitted", "reason": "", "draftClassification": [], "verificationData": { "idCards": [ { "type": "pan", "purpose": [ "POI" ], "name": "PRAMOD KUMAR MAHTO", "idNo": "ANRP7J", "dob": "03/04/1982", "expiryDate": "", "textMatchRequired": true, "idClassificationRequired": true, "address": "", "reqsplit": [], "state": "", "city": "", "district": "", "pincode": "", "issueDate": "", "images": [ "https://preproduction-persist.signzy.tech/api/files/37316053/download/2f9d4b08f24db5a7b787a10190efaeecf99d187bf04cc39d439287a24855ad.jpg" ], "proofType": "Investor Identity Proof", "verificationStatus": { "isSet": 1, "verified": true, "message": "Verification completed with positive result", "upstreamName": "PRAMOD KUMAR MAHTO" }, "digiEyeScore": "65.00%" } ], "documents": [], "video": {}, "contract": {}, "photo": {}, "fatca": {}, "signature": {}, "formData": {}, "nominationData": {}, "panFetch": { "type": "panFetch", "name": "PRAMOD KUMAR MAHTO", "fatherName": "VASUDEV MAHTO", "idNo": "ANRPM97J" }, "userOtpVerification": {}, "videoConference": { "scheduled": "false", "scheduledDetails": {}, "documents": [ { "images": [ "https://preproduction-persist.signzy.tech/api/files/37316053/download/db2f9d4b08f24db5a7b787a10190efaeecf99d187bf04cc39d439287a24855ad.jpg" ], "data": { "name": "PRAMOD KUMAR MAHTO", "fatherName": "VASUDEV MAHTO", "number": "ANRPM37J", "dob": "03/04/1982" }, "useForFaceMatch": true }, { "data": { "name": "PRAMOD KUMAR MAHTO", "fatherName": "VASUDEV MAHTO", "panNumber": "ANRPM37J" } } ], "forensics": {}, "instructions": [ { "isIDCardBoxRequired": false, "isSideNavRequired": false, "isScreenshotRequired": false, "text": "what is your name ", "isFaceMatchRequired": false, "isFeedbackRequired": false, "feedbackFields": [ { "elementType": "inputField", "isRequired": false, "conditionalRendering": false, "optionalValuesRequired": false } ], "translations": { "ENGLISH": "what is your name ", "HINDI": "आपका नाम क्या है", "KANNADA": "ನಿನ್ನ ಹೆಸರೇನು", "BENGALI": "আপনার নাম কি", "GUJARATI": "તમારું નામ શું છે", "MALAYALAM": "എന്താണ് നിന്റെ പേര്", "MARATHI": "तुझं नाव काय आहे", "PUNJABI": "ਤੁਹਾਡਾ ਨਾਮ ਕੀ ਹੈ", "TAMIL": "உங்கள் பெயர் என்ன", "TELUGU": "నీ పేరు ఏమిటి" } }, { "isIDCardBoxRequired": false, "isSideNavRequired": false, "isScreenshotRequired": true, "text": "Show your ID card", "isFeedbackRequired": true, "feedbackFields": [ { "elementType": "dropdown", "isRequired": true, "conditionalRendering": false, "optionalValuesRequired": false, "variable": "Seqc", "placeHolder": "Did the customer answer the security question successfully?", "options": "6e178811-9200-4b80-977d-e7830a362972", "optionsValue": "6e178811-9200-4b80-977d-e7830a362972" } ], "translations": { "ENGLISH": "Show your ID card", "HINDI": "अपना पहचान पत्र दिखाओ", "KANNADA": "ನಿಮ್ಮ ಗುರುತಿನ ಚೀಟಿ ತೋರಿಸಿ", "BENGALI": "আপনার আইডি কার্ড দেখান", "GUJARATI": "તમારું આઈડી કાર્ડ બતાવો", "MALAYALAM": "നിങ്ങളുടെ ഐഡി കാർഡ് കാണിക്കുക", "MARATHI": "तुमचे ओळखपत्र दाखवा", "PUNJABI": "ਆਪਣਾ ਆਈਡੀ ਕਾਰਡ ਦਿਖਾਓ", "TAMIL": "உங்கள் அடையாள அட்டையைக் காட்டு", "TELUGU": "మీ ID కార్డ్ చూపించండి" } }, { "isIDCardBoxRequired": false, "isSideNavRequired": false, "isScreenshotRequired": true, "text": "Ask the Proprietor to wave his hand?", "isFeedbackRequired": false, "feedbackFields": [ { "elementType": "inputField", "isRequired": false, "conditionalRendering": false, "optionalValuesRequired": false } ], "translations": { "ENGLISH": "Ask the Proprietor to wave his hand?", "HINDI": "प्रोपराइटर से अपना हाथ हिलाने के लिए कहें?", "KANNADA": "ಮಾಲೀಕನಿಗೆ ಕೈ ಬೀಸಲು ಹೇಳುವುದೇ?", "BENGALI": "মালিককে হাত নাড়তে বলবেন?", "GUJARATI": "માલિકને હાથ લહેરાવવાનું કહો?", "MALAYALAM": "ഉടമസ്ഥനോട് കൈ വീശാൻ പറയണോ?", "MARATHI": "मालकाला हात हलवायला सांगा?", "PUNJABI": "ਮਾਲਕ ਨੂੰ ਹੱਥ ਹਿਲਾਉਣ ਲਈ ਕਹੋ?", "TAMIL": "உரிமையாளரிடம் கையை அசைக்கச் சொல்லவா?", "TELUGU": "చేయి ఊపమని యాజమాన్యాన్ని అడగాలా?" }, "isFaceMatchRequired": true }, { "isIDCardBoxRequired": false, "isSideNavRequired": false, "isScreenshotRequired": false, "text": "What is your Date of Birth?", "translations": { "ENGLISH": "What is your Date of Birth?", "HINDI": "आपकी जन्म तिथि क्या है?", "KANNADA": "ನಿಮ್ಮ ಹುಟ್ಟಿದ ದಿನಾಂಕ ಯಾವುದು?", "BENGALI": "তোমার জন্মদিন কবে?", "GUJARATI": "તમારી જન્મ તારીખ શું છે?", "MALAYALAM": "നിൻറെ ജന്മദിനം എന്നാണ്?", "MARATHI": "तुमची जन्मतारीख काय आहे?", "PUNJABI": "ਤੁਹਾਡੀ ਜਨਮ ਮਿਤੀ ਕੀ ਹੈ?", "TAMIL": "உங்களுடைய பிறந்த நாள் என்ன?", "TELUGU": "మీరు పుట్టిన తేదీ ఏమిటీ?" }, "isFeedbackRequired": true, "feedbackFields": [ { "elementType": "dropdown", "isRequired": true, "conditionalRendering": false, "optionalValuesRequired": false, "variable": "SecQ", "placeHolder": "Did the customer answer the security question successfully?", "options": "203896a4-93b1-4235-9a47-17745a42fbc1", "optionsValue": "203896a4-93b1-4235-9a47-17745a42fbc1" }, { "elementType": "inputField", "isRequired": false, "conditionalRendering": true, "optionalValuesRequired": false, "conditionalRenderingConditions": { "variable": "SecQ", "data": "Fail" }, "variable": "Remarks", "placeHolder": "Please enter your remarks" }, { "elementType": "dropdown", "isRequired": false, "conditionalRendering": false, "optionalValuesRequired": false, "placeHolder": "Is the person above 18", "variable": "Remarkd", "options": [ "Yes", "No" ] } ] } ], "screenshots": [ { "finalImage": "", "screenshots": [] }, { "finalImage": "https://video-persist-preproduction.signzy.tech/api/base64strings/27185/download/b2c1b44e802f48a7b76f4e0df8e60b1a88db3b6e1df84e8ba9b373aa2a7faf.jpeg", "screenshots": [ "https://video-persist-preproduction.signzy.tech/api/base64strings/27185/download/b2c1b44e802f48a7b76f4e0df8e60b1a88db3b6e1df84e8ba9b373a82a7faf.jpeg" ] }, { "finalImage": "https://video-persist-preproduction.signzy.tech/api/base64strings/27187/download/01bba27d375541d0bf201b838327feb6c749b8b9a5ca495c8ec8812e72f5f4.jpeg", "screenshots": [ "https://video-persist-preproduction.signzy.tech/api/base64strings/27187/download/01bba27d375541d0bf201b838327feb6c749b8b9a5ca495c8ec8817ee2f5f4.jpeg" ], "facematchDesc": [ [ { "documentType": "PAN", "facematchScore": 0 } ] ] }, { "finalImage": "", "screenshots": [] } ], "inFlowSummary": [ { "imageTaken": "", "facematchScore": "", "question": "what is your name " }, { "imageTaken": "https://video-persist-preproduction.signzy.tech/api/base64strings/27185/download/b2c1b44e802f48a7b76f4e0df8e60b1a88db3b6e1df84e8ba9b37482a7faf.jpeg", "facematchScore": "", "question": "Show your ID card", "feedback": { "Seqc": "pass" } }, { "imageTaken": "https://video-persist-preproduction.signzy.tech/api/base64strings/27187/download/01bba27d375541d0bf201b838327feb6c749b8b9a5ca495c8ec8817ee2f5f4.jpeg", "facematchScore": "0", "facematchDesc": [ { "documentType": "PAN", "facematchScore": 0 } ], "question": "Ask the Proprietor to wave his hand?" }, { "imageTaken": "", "facematchScore": "", "question": "What is your Date of Birth?", "feedback": { "SecQ": "Pass", "Remarkd": "Yes" } } ], "geo": { "complete": "Kempapura Agarahara Railway Gate, Bhuvaneshwari Nagar,, Kempapura Agrahara, Bengaluru, Karnataka 560023, India", "city": "Bengaluru", "state": "Karnataka", "shortName": "IN", "countryName": "India", "regionName": "Karnataka", "ipAddress": "49.206.7.76", "latitude": "12.969275", "longitude": "77.559244" }, "browserData": { "browserName": "Chrome", "cookieEnabled": "true", "browserLanguage": "en-US", "os": "Windows", "userAgent": "Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/108.0.0.0 Safari/537.36", "pluginsInstalled": [ "PDF Viewer", "Chrome PDF Viewer", "Chromium PDF Viewer", "Microsoft Edge PDF Viewer", "WebKit built-in PDF" ], "screenWidth": "1366", "screenHeight": "768", "screenPixelDepth": "24", "screenColorDepth": "24", "deviceInfo": { "is_mobile": false, "complete_device_name": " ", "form_factor": "desktop", "os": { "name": "Windows", "version": "10.0", "platform": "x64" } }, "browserVersion": "108.0" }, "forensicsData": { "ip": "49.206.7.76", "country_code": "IN", "country_name": "INDIA", "city": "BENGALURU", "block": 0, "zipCode": "560040", "timezone": "IST, Asia/Kolkata", "state": "KARNATAKA", "stateCode": "KA" }, "fieldValues": { "Remark": "Successful call" }, "feedback": "", "feedbackMessage": "", "callDuration": { "startTime": 1673347771334, "endTime": 1673347844256 }, "recordedVideoData": { "videoUrl": "https://video-persist-preproduction.signzy.tech/api/files/1524124/download/a505b55064462e84f5995c02a1d5378bc07a5f72de45f0b9e319fe32c1d598.mp4", "fileSize": 947134, "rawVideoUrl": "https://video-persist-preproduction.signzy.tech/api/files/1524123/download/d60c0ad34f414ab994cc3082934dd7749522e30f7040b0a3d6bdb2cefff96d.webm" }, "vcipAdminDetails": { "username": "chemduru_preetham", "email": "chemudu@signzy.com", "name": "chemduru_preetham" }, "consentText": "", "consentTimestamp": "" }, "info": { "name": "PRAMOD KAR MAHTO", "dob": "03/04/1982", "emailId": "abhay.maslar@signzy.com", "phone": "95661836", "communicationAddress": "", "permanentAddress": "" } }, "formFilledData": { "identityProof": { "type": "pan", "purpose": [ "POI" ], "name": "PRAMOD KUMAR MAHTO", "idNo": "ANR2537J", "dob": "03/04/1982", "expiryDate": "", "verify": true, "textMatchRequired": true, "idClassificationRequired": true, "address": "", "reqsplit": [], "state": "", "city": "", "district": "", "pincode": "", "issueDate": "", "images": [ "https://preproduction-persist.signzy.tech/api/files/37316053/download/db2f9d4b08f24db5a7b787a10190efaeecf99d187bf04cc39d439287a24855ad.jpg" ], "proofType": "Investor Identity Proof" }, "addressProof": [], "bankAccount": { "type": "bankAccountVerification" }, "formFields": {}, "nominationFields": {}, "fatca": {}, "signature": {}, "photo": {}, "panFetch": { "type": "panFetch", "name": "PRAMOD KUMAR MAHTO", "fatherName": "VASUDEV MAHTO", "idNo": "ANRPM2537J" }, "userOtpVerification": {}, "video": {}, "contract": {}, "userForensics": {}, "consentDetails": {} }, "verificationResult": { "idCards": [ { "status": "Safe", "type": "pan", "addressType": null, "purpose": "POI", "number": "ANRP537J", "businessFlag": null } ], "bankAccount": "Safe", "video": "Safe", "amlStatus": "Safe", "overalStatus": "Safe" } }, "eventTimestamp": 1680678661, "rejectionClassification": [ "AADHAAR IS INCORRECT", "PAN IS INCORRECT" ] } ``` ::: # Page Call Back URL - It allows setting CallBack URLs for each step like POI, POA, CPOA, Fatca, Signature, Photo and video capture, contract, and OTP Verification. ![](https://lh4.googleusercontent.com/54wQGghxE3sE3vzkhuTeWVdUz7wCeAWMJqX46G0JWWZMabZrlAF8h4GmkDWw2VjgPfTrkVa97c5MK8XxFXRCDfx5fTxWpD9MhcsSSp-fy2EbWVZd27vdpvdzKW28LqzrHOF4pIYcD49koTUXxheolfN9R5-Fc2vc2Vl4qZ_jjTZoTjY15T7aemSHwOU3 "Page call back URL for applications") # Proof of Entity - 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.  ![](https://lh3.googleusercontent.com/kAKyeudGSnfX0fQ7FQHhZbKBMTdiCIHcD1nUsJyNqZqTKzGjWTXLk-o63h9Iu5olUy1hN1TZrz5V7uGUe_FyjHD0_e9rjYpmHrmnUDNRdk7YZWEQwRzPUK1ph_Q_rpdzB_dnuC6UHaHV1NfiQRbdm6VWxmTc7kUBYMOb2XLh9QVP5eE_7z6Um7AYq-jz) ![](https://lh3.googleusercontent.com/oJpcIvyzAP4eS7vQbNFVSEfmmxUoqsR5rbLzyrb7kGUllcEZCf4DX8KZvb5lIFnssiyYKuks-DvY5eQqx00z6LtVEaUfhapwOvn294LPDIiQhT4OLRS35kfLgVN3cfaKXvhwrFaCF9COyfVZhgEemztCwBo3wVFb4wfSWBV3ewE7puU08vyJjfTG7dhJ "Proof settings for applications") 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 Institution Name and Code information to be provided for the KRA service/system. Employee IPV Details of one of the employees from the Customer.  ![](https://lh3.googleusercontent.com/ehpKAjjhshydCh78xrfPxSmd7IG2f7-XGmdwEZVyt3KClzf-zTzyDRtskvEoKNrfNAtp3PN0wV-QqnWwWOCr5xawMOJtAaJIML16QYeDVKmNTRTKxsQt23xpkp_LMKiw7YwB3qrP-jNssAZCyFpNP7zSkhn3N3KSfPWBnvh-UIDu4DbtvMN-NI0lcWJz "Institution name and code") ![](https://lh5.googleusercontent.com/onN5B9xc1QcXkCo_fmv_AkVLD8KOvUP5gSUg6pHV1ce4QeVaoGmcvQHqava_bOcU0G1-qaxEK67bwzJCFYsJNrdMJyMyg5sUTHBzAcKrWfgQCMep5bdKO-T07G40HDthO6f_k2N-L-3KfTvSvMdcc5pSmBCwtKc1XrULtkPlBdlufsYnZDPLR3Oaw94s "Employee IPV Details") # Password Customizations 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.  ![](https://lh3.googleusercontent.com/HNA7QWXaLHqZt09cbQerhD5Qnr2m8vuV40HolB5vs6NfZF6qJkrGtpCNa0AD6tMGGu6MR95oGIcpRCbLhpfYe753YnVXXqlA5KqWBC2L0gU5Q8FIbuw9_F9GzaRN4blPoxAnRhi6aHIdOjoBijfZzNPOdnkjEbG2VKuUv2ki8ADHjj4WbYk62ZeD2MFK "Autogenerated Password ") # Reset Password on First 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. ![](https://lh6.googleusercontent.com/mt9HUUtvOGmOlpNTe9DSDAYnAyjmJFr8qaip8s235E10SRwCdvpc94wwUSMYr1PMDnN7bQ2kE79jlUMcjAI5TujT0ptzHkfZxKvKzmBmRoQwn2gZbGXYPWNzkE_KDIoOv814L0JeYBkqIcDWILntL1MsekNY6FKrf6xcawD5cAZ7DJZ-_TgDBhpPQ_5m "Reset Password on first login") 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. ![](https://lh3.googleusercontent.com/5gFAxu5EtAiQ31XeXnaxSTC0Kwr95UPSOGuzw5fExt3JguL7QmU_g2vMGJFhvO_rzrmu51hrq-VR90jFwZspOms94uhsMUmq2QjZuunyI2yXnRhqdBKLhcFMCmHst7owmKqTTteNHUuuBawX9Uwe0Ysw3iKjMiITtAibr6i5DsRon6pDjBlUaZUJTzdU) # Auto Reassign on Inactive Backop User 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**. ![](https://lh4.googleusercontent.com/dkQ3PtCHN3JTc2g53uhRh_2kCJB9wX3GuK--8jighcHMOuFYyIajElrVnx5oro1idTp1LZMSiDzUwexZWqAVm32xmOCYECfrx9bKproERs-OubDLGLmz8wasAOcfkfPMaH4BGcxrGbhu7gMwAfy8wxp3yuUhCYjcapgvMgu5_o83lr3pLtralcj_KYyz) # Password Management 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. ![](https://lh5.googleusercontent.com/-5pUsOqS1P6M1SJGfpi03QYlX8FfSZzGA0XXJH_jmhmbXpi4gFgHoNAr9t6TWgX-1bPG9sQfh8hRtre-WWgoelrs7tZpYSwmaQ6S8zs0bOJ0gJpYyVdoP1t5gSQ1JNTLtVYn0BXsMl-NuXJ4qL5f8kdH9qmw_P-jzj5-J1zuA5voAU0URptvoyXuA6qP) # Closing Message on Submission - Closing message on application submission to configure the closing message and header on the final page after the applicant has submitted the application. # Configurable Automated Merchant Submission - 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. ![](https://lh5.googleusercontent.com/ODLLprWk7svtN7x1elLoU8cB_Cgd2U-Ra_fkONeWLNnXHEutqpZQykQg_QBCklvyBl3Bx1j6MxayKqWGEZtO7XuO9oV-Nlu2TRaTtWldX1nQD63XwdAeQiuSq_XNnC2nRweSfzHsvg0CHgjpnOiaTplAW98alxFlF7-MNwWiwVhxzMJHhZ2tXpEY0Vvt "Closing message and Automated merchant submission") KRA Integration Configuration information like username and password for KRA integration. ![](https://lh5.googleusercontent.com/y1h74k14jeHK_B5vMBy0bUstDAnoELWhpC3qq6whlwK-gKJKmVQEJr0yE2YBFF1GyC9u8HTAFDflODfryv0gjgAzYUA_cGD9gFNyKvvRFY5yLLE6facaytwD0Spb8OeG__q9zujwaabo-XDq4h_04ggnRKUzJwIz6bi4wHFgwGbsoTYFuGrMWRG4hByM "KRA integration Configuration") - **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 ![](https://lh3.googleusercontent.com/X0L7fpL-io3l4Ux-ydAmly4Yvl3Xq4C35uBp5ZtG619ewSWn900TiR8qL2LvxOvYPO0kfrKsZNv54DVqhYcz2Rf95vP1lsjMbcTqIiLc42-OU3QuuNBeuvWDEA4nAoS5fq3S8tx0Em7qkz6BjF-jXnsnXjHPdPBI-NyYoHW1M_dgax-csKWhunyd7AtV "Auto push to KRA, MIS Bi - Hourly report, VIdeo Iframe Customisation") - **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.  ![](https://lh6.googleusercontent.com/Vjobpb49QyqkHkr6ug3Wmhp7FYapgAk2dr-GqQyV4nOlxo0KyxhjCIFFDnuW0bnjqkX07hpXaLXNVBNejPJc-5cw-ZlsgW8_5UlzBqWLzxHN3HMJBdA4Uc1F4pBr6aVhEYOFxLkpcyMJhJTA2jvnbQE-Zit2L7byBjtD-8g-b9FlreBk4R44yHPvi4Mh "Edit AMC code and Other sections") - **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. # Rich Text Editor Added for Main Page Consent Text for enabling hyperlinks and customized text for giving TNC ![](https://lh4.googleusercontent.com/IHGaLvrBJjJ1zb_HFbXyBdskS57H5hHqW3oxaF_dE1p4ZOB75CQjdQ9XnxkekZ-9qePERlrlugB7Q-jSuQDGtK4vKZTb305m-Hs5qjtvGp7jucYl8HqTDMK2Sdm3HZtC23Tak57RXCnBq6LHLEZ7gwozTiN4RzJV4wRas5_FaQQ0pxkPt-omoX7auVYO "Rich text editor in Backops") ![](https://lh3.googleusercontent.com/nFlA3v-GQlkq9jp8AuQ9juUCBVevXgP8BZ1OgYkwPtYB5E-mmSVq_o-PvbKYVRaiFryOb8DyibSO0xOhbcJJFzBMeARM3IRm0DqyV0SdiQHA8j2h3RleF6tpoEzpLNcQsCstL428f6wGGgoKsceG9r7LN63MqoFz6fIVTaE8_TqN6laoRcKTWSHli0q2 "Context Reflects in the front end main page") # Consent Content - **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. ![](https://lh4.googleusercontent.com/S2tfPRKB9Jv9Yps60uidWKcptc9vvnQ5QayFo98GmYJKdVVgVOa3SndP1U7AAbPeiHQghWCCv4C9j-p2WRcn29IxzizAc9dhViL9rkeVM0-zWfvmSzL3U8UFrJMqlQVmyySv6Pe-HuppOepxxKF7CPH22luaYCDgKU3zoE_xc2Q7j3AR1N2DmKsJi3nG "Signature, Aadhaar and offline Aadhaar consent Text editor") - **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. ![](https://lh5.googleusercontent.com/oPKDG6YNl6qnLjmaz7UQXQaC1EKSwG_OgmbQ1ap5PO2v9kExHRYQEwM1v_nKXSCmZElCrSFvU4fJSaFOQTSsyC4hai4VaR_EE-FP5XhwiE8f3br3RpL96FdSnx-Nc6kzrqvngXacMOkJ85F_wfq7-rEigrJhTfL9dcGJ411XYyZGwBnkUzOun7WBaveF "Enable/disable captcha, save for later options") # Offline Aadhaar Day Validation can be set from our Backops 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. ![](https://lh6.googleusercontent.com/Ngf3QMvYHkEqCdHe5fSdcZ4klMhVkUhjIpLSv2nXU4CfVRRJ44fNvNuWshHG3_FuliFj1HQypo8-g24GoPUexxPoturN29vsFdnVlRvBIek72cxOo1eF9senisQuH1Ns1zdoUJYAQFDeeYUciOdRJdFd7AMAXkq9WksAvY8c_pxd8juRRBAo57ZKUJr0) In offline Aadhaar, the error message to be displayed to Investors exceeding the validity period can be customized in Backops. # Aadhar XML In the Aadhaar XML UID field to be displayed or not is now Configurable ![](https://lh5.googleusercontent.com/EQXU8Gk7JUUexoRSUw0JzDl3cF-M1bTgsvpecrcP_TRUTY-68Zk1RCpA62yXij0bqRKUeffWIWmyLGg5plbvkASNYiM3b3HhJOj3BgAUKbdZK4SqUrfWrDp0z3mUOzbWhOkb6ovpv5MvKkV_6yasZCWWmkAAefp1CFVYCW_yDLFReOnNrGolm7NesXcY "Aadhaar XML UID Field required/not") - **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. ![](https://lh3.googleusercontent.com/X79TBg_nVWNL4ofjNKPR9-zT6OCfuYuWEenQFwTT4PGReLLLB2IOG-1FQyZB-lCjsmhoTN9kyxtHh9kj6ogArA1pkNbyuPMBIyxPpLbYERITsczMWDyI95Sz6YG-S0ddMLDOOhACGfd_8ZBGBvuJPhGgBqb-jqSf2nrgI3wp9XwLc_ZpMAT8EGeDHf3T "Enable/disable captcha, save for later options") - 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. ![](https://lh5.googleusercontent.com/a2vZBEwTAncgJXKIsMlb1c8b8-dNTx23Iut0rLtB-AcFoMfUwXIVbdWu-YghiPfF61Do4YqCQLjpytAucTw4uifqtjO3AmbHbtF63qY5sHE_whytBtLDg7Mh0fzC9HYpCdIfhDbnx8Or0EpDttIQrVjbiWY9KQ_ZK0j7sWtAFJ-m5x2UkGRibCG2QTyv "Aadhaar Field and mother name fields mandatory/not") - 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. ![](https://lh6.googleusercontent.com/-Jp-zMs2o09EKj7fKHxyqEjW5Dv4BW24ZRgYQjSu-M1hP770u___8f06XXi-bYYlUWGVXrfqWpoJqlHi5LRrd2FRTJey2EXfUHpHy71DV49Duh2dFM2IfxsIYWJtkZh2Z04N-9hpFeYagW4JmRK_bTmOVRiP0FKvIDf_DSpDuy-PmpFOCZWVO6NFe1zU) - 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 ![](https://lh6.googleusercontent.com/kFP-ddRpc-C26NfLeMKDGgJvnRGVRBJT3CrhuTE6nTTMlzvXxuWahwNi1Iq6-oU-R23DvfDOiBOnhUAYcPndciCfNyX4ZvivHruFv9zJgpx1kgZMeaKiLSn7JS7zXF9qw-ouWeN0Y3wKeY7hHtffo_MV3OIvHUBcN44r4iG3KJt5VvwRFY9Sq5-61PeD) # Enable/Disable the Move to Pending Button - Whether Backops admin should be allowed to move an accepted/rejected application to pending is now configurable.  ![](https://lh5.googleusercontent.com/Eqpqj_oMgRlcq5aOOikya8jjjjisX06stXegJl4E9ezC4lhB7THd9CpoXaRBdIba2QV1l4bNc4xbGm-7q0igV2uv_9ojDAXpDG-vbyD98T8jcqpwsQ-Kfc6G9j9M2f1-LLlfN3mQrX505KlRcO9sK37REMeZHzXiyq9w5mVBikR1YQc71NaVOpUBL1-j "Move to pending button Required/not") # Configurable SMS and Email - Customers can enable Automated SMS and Email notifications to Investors which contain the link and credentials to securely start their KYC journey. ![](https://lh4.googleusercontent.com/NAo8qCQ_3XwkF0dnzUf3ufSGebsjjJ-ogovC7s5qHwIjMaDDPs6ifX0OHcLFZ-yqPml8JCGqSX_NtIxNT1hpuFm5jKQB2zjhLbymhDrGv1E1lDxe1MnPS7h5e3IT1CJDQiYIbrTTb_arzde5zZJW1vqMKl2b4JdY_BrGf9hWEA5ZhLWAb6zxv0oLw0Xx) # Enable/Disable Keycode Events - 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. # Auto Login URL Settings and Aadhaar E-sign Context - 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 ![](https://lh3.googleusercontent.com/FX042B0MAS1Utt3wEz4bHQsAJRg4i6w6SPXQRZTx4bjALPZ9Fe1BFnV8rGaXqf99aFnMR4-r8Tq6YfwsIRpA5-mac-iC6kQskXocQsmHugGVn9QkExn2ADdNY-8ZA84fCBwjG5Ycimcbe_iKIfJjZVd1Fqn6RMKSK1VoqDrawXI3NNeCPWa0t0Ds9w8B "Auto Login URL expire timing, Aadhaar Esign Consent in Backops") # Geo Location Information in Backops - 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 ![](https://lh5.googleusercontent.com/aICM0z_zYOGHopokn9ikPo1xuOo-TiorP7NvQhEkx9H8e60FHn4F4GyDUERIIbLTr75XuKHRN-IuCxqsX945aFItq29bWiiszV5jXm3wz_NzfnmTYZLOcNei3k0bCQXT5nV64AwJH4k_0Zv9yBVspMk5KuiizajwEPLnCnvxErCCUcg0531nQjv6AHkh) # Digital KYC in Regional Languages 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. ![](https://lh3.googleusercontent.com/twoU9Rr2xBvJ8Spm4Z0McfwPhsYeQ2Qo-ClNPtRWgJa_SdjKe54it-srfwl30wjTKO0SEVZc56Dq_9effrDy-2heFP6a_CNksWYoA2S19q03APBdcUrCbdPIVPhE__dvQvNYxNH6837DBW-u1Elbh63SpfjFTptFcUI2R7TSw4PBexTOGCVJe5c6aZoD "Linguistic feature for Onboarding journey") # How to Configure More Languages - 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. ![](https://lh4.googleusercontent.com/UoCmYw8F4h4zNAt5jkCpV5QVkFIt9Aw73lYHrieM67EOcrxOVGUOrRqmQLNhnlBVCrez78hXvlqHpcluhFaqODJn7bwjj9HtdC5cA6yq5MgVGHdodGDzpdUghdYJbTcFkwGcuceaSPqxu78t-bmWNzX7Jo95uqvVe7uoxK2w40D2G_6ZYuiJ2P8dHWSQ "Linguistic feature settings in Backops") - 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.  ![](https://lh5.googleusercontent.com/YkEbx2Gt495r68OvmZVnpmlCByBkpboAzpW3ZW6zHTgn6Gxm1BhLv08JotXneGWCt-6HHqsjRrz6zZwZMR6q3aBjmhmsdiFs_TCcZdJ_WSg3oxT2spwQdR3DvpF3t_mmsQ74-iVhvrbngf5OgvKbVxjB2Ku9dBFTNSc_qrvFCw5hUcho3kWLAWLFfRJF "Action Button settings in Backops") :::hint{type="info"} ### 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](#). :::