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Investor Onboarding

Overview

Investor Onboarding (IO)

Authentication

Upload

Download

File Exchange

Create Investor

Initiate Investor Onboarding

Investor Completes Onboarding

List Investors by Status

List Investors by Date Range

Getting Back the Results

Investor Results Fetch by ID

Delete Investors API

Pull Data for CAMS API

Push Data to CAMS API

Pull CAMS Responses for Onboarding

CAMS Integration

Pull Karvy Data for Manual Trigger Purpose

Push to Karvy Manually

Pull Karvy Responses for Onboarding

Karvy Integration

Pull CVL Data for Manual Trigger Purpose

Push to CVL Manually

Pull CVL Responses for Onboarding

CVL Integration

Update Investor Status

Create Template for Customer

Page Event Callback

Check PAN KRA Status

Advanced Features

Errors

Device Compatibility

Reference Tables

Create Captcha Image

Verify Captcha

Create Onboarding Object

Investor Login

Execute POI

Update Form POI

Execute POA

Update Form Address Proof

Execute Correspondence POA

Update Form POA Correspondence Address

Update Form Address userForensics

Canceled Cheque Execute

Update Form Cancelled Cheque

Bank Account Penny Transfer

Execute Verify Bank Account verifyAccount

Update Form UserForensics After Penny Transfer Verification

Update Form Call for Forms Section

Execute Related Person’s POI (In Case Related Person is Applicable)

Update Fatca Form

Update Form Signature

Update Form Photo

Execute to Start Video Verification

Execute Recorded Video

Execute User Forensics After Video Verification

Create Contract PDF URL

Generate Aadhaar Esign URL

Save Aadhaar Esign Signed PDF

Save Signed PDF (Normal Esign Method Only)

Execute User Forensics After Contract

Execute Verification Engine

Pull Onboarding Detail

Pull CAMS Responses for an Onboarding

Pull Karvy Responses for an Onboarding

Pull CVL Data

Pull CVL Responses for an Onboarding

Onboarding APIs

How Ezkra (KRA Microservice) Works

Customer Login (Client Login)

Register KRA Creds

Push Onboarding to KRA

Get Push Onboarding Response

Modify Without Document

Ezkra (KRA Microservice) Repush API

KRA Microservice

Introduction

Basic Details

Channel Login (For Existing Channel)

Creating a New Channel

Updating a Child Channel

Updating a Channel(Self Update)

Get Channel Details

List Channels

List of Grants

Channel APIs

Distributor Dashboard

Concepts and Meaning of Terms

Multi Channel

Steps

Additional Features

IO End User Journey

Managing Backops with 3 Levels of Hierarchical Roles

Backops Admin

Round Robin Distribution of Applications

Manage Distributor Settings

Edit Product Settings and Manage Grants

Make Our Platform Look Like Yours

Customers Can Use Their Own SMTP Server

Summarized View of the Submitted Application

Detailed View of the Submitted Application

Dashboard

IO Admin Manual

April '24

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