Automation Blocks
Pre-built functionalities that can be included in customer journeys to create advanced solutions to meet customer needs.
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User Guide Detailed instructions for using Automation Blocks. |
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Installation Instructions Step-by-step instructions on how to install each package available with the current release of Automation Blocks. |
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OCR and Identity Validation
Computer Vision
Automatically populate entity records in your customer journeys with text extracted from document scans or photos using OCR technology.
Onfido
Validate a user's identity by checking the authenticity of the submitted identity document.
AriadNext
Automatically validate identity documents and populate entity records in your FintechOS applications with text extracted from document scans or photos.
Face Recognition and Video
Face Recognition
Validate individual's identity by comparing ID / Driving License or any other picture that was uploaded during the OCR process, with the selfie.
Video Streaming
Provide customers and video call center operators with a guided, predefined process to complete the customer identity verification and provide additional advisory.
Co-browsing
Shared video sessions for your customer operations allowing your consultants to guide customers along their digital journeys in real-time.
Document Signing
Digital Documents Processor
Automatically generate dynamic, personalized, and accurate essential business documents (including customized contracts and agreements) by merging real-time data.
eSign Processor
Allow your customers to electronically sign digital documents. Turn documents into sealed, tamper-evident PDFs with qualified electronic signatures.
Campaign Management
Omnichannel Campaigns
Create effective and user-tailored ways of interacting with the customer. Automate completely personalized campaigns.
Omnichannel Communication Automation
Handle email delivery and track real-time email events directly from within HPFI.
Personalized Content Management
Manage intuitive omni-channel content templates that can be personalized with dynamic tokens.
Task Management
Task Management
Allocate, prioritize, and oversee workflows that operate with tasks.
