Configuring the Documents

The Retail Digital Onboarding solution used in the flow one document which is signed by the customer at the end of the journey. The template is imported with the package and it has the extension .docx. Furthermore, this file is attached to the digital document which uses an entity as source and finally, a report is attached to the entity pointing to the document. It is used in the flow via an action of generating the digital document and added to the UI, where it becomes accessible to the customer.

1. Open FintechOS Studio in developer mode.
2. Click the Main Menu icon at the top left corner.
3. Click Fintech Automation > Digital Documents. The Digital Documents List page appears. Select from the list the record RetailContract. The Edit document page is displayed.

4. Attach a Report to the Entity pointing to the document. Navigate to Reporting & Analytics.

5. Select Reports. The Reports List page appears. Select from the list the record RetailContract.

 

Name	Output Method	Scope	Entity	Report Item	Destination Field	Destination File Name	Report Document Type
RetailContract	Attach to entity	Entity	FTOS_BNKAP_RetailApplicantData	RetailContract	retailContract	RetailContract	PDF

 

For more details, see Digital Documents Processor.