Configuring the Digital Flow Settings
In this part of the configuration, for automation processors such as Computer Vision and Onfido and the email&SMS generation with the one-time-password, some settings are created to be used in the solution and further the mastery entity's attributes are mapped to store the results.
| Name | Description |
|---|---|
| Onboarding_eSignConfig | It is used by the bank to set whether the customer must sign using the electronic signature. |
| Onboarding_SignContract | It is used to set the generation of the SMS with the code. |
| Onboarding_OTP | This holds the setting for the generation of the email one-time-password. |
| Onboarding_OCR | This is the Computer Vision processor to scan the ID. |
| Onboarding_Liveness | This is an integration with the provider Onfido. |
| Onboarding_Second_Liveness | This is used when the selfie is done right before the signature of the contract when initially it was skipped. |
| Onboarding_OTP_SMS | This holds the setting for the generation of the SMS one-time-password to sign the contract. |
| Onboarding_VideoCall | It is used to facilitate the video call between the customer and the bank's support center. |
Onboarding_OTP
|
Settings |
Value |
Description |
|---|---|---|
| Name |
The channel. |
|
| RelatedEntityName | FTOS_BNKAP_RetailApplicantData |
The entity. |
| RelatedAttribute |
The attribute from where the address is extracted and used to send the codes to. |
|
| LookupAttribute | FTOS_BNKAP_RetailApplicantDataid |
|
| OTPDigitsNumber | 4 |
The number of numbers of the code. |
| MaxRetry | 5 |
The maximum number of reties to insert the code. |
| MaxResendRetry | 3 |
The maximum number of emails sent. |
| MaxResendRetryIntervalSeconds | 120 |
The interval between the sending of the emails. |
| RelatedAttribute |
|
The channel. |
| LookupAttribute |
FTOS_BNKAP_RetailApplicantDataid |
The primary key. |
| OTPDigitsNumber |
4 |
The number of numbers of the code. |
| MaxRetry |
5 |
The maximum number of reties to insert the code. |
| MaxResendRetry |
3 |
The maximum number of emails sent. |
| MaxResendRetryIntervalSeconds |
120 |
The interval between the sending of the emails. |
| ValidTimeIntervalMinutes | 3 |
|
| Name | Sms |
The channel. |
| RelatedEntityName | FTOS_BNKAP_RetailApplicantData |
The entity. |
| RelatedAttribute | phone |
The attribute from where the address is extracted and used to send the codes to. |
| LookupAttribute | FTOS_BNKAP_RetailApplicantDataid |
|
| OTPDigitsNumber | 4 |
The number of numbers of the code. |
| MaxRetry | 5 |
The maximum number of reties to insert the code. |
| MaxResendRetry | 3 |
The maximum number of SMSes sent. |
| MaxResendRetryIntervalSeconds | 60 |
The interval between the sending of the SMS. |
| Name | Sms |
The name. |
| RelatedEntityName | FTOS_BNKAP_RetailApplicantData |
The entity. |
| maskNextStepURLFail | contactInfo |
The step where the user is redirected if the insertion of the code has been unsuccessful. |
| maskNextStepURLSuccess | ProofOfIdentity |
The step the user is redirected if the insertion of the code has been successful. |
| successStatus | ContactInfoValidated |
The status if the insertion has been successful. |
| failedStatus | ContactInfoFailed |
The status if the insertion has been unsuccessful. |
Onboarding_eSignConfig
This is where the bank can define whether or not the contract must be signed or not. It is set that the customer must sign.
|
Settings |
Value |
|---|---|
| signDoc | true |
| useIntegration | false |
Onboarding_SignContract
| Settings | Value |
|---|---|
| SourceEntityName | FTOS_BNKAP_RetailApplicantData |
| Channels | |
| Name | Sms |
| RelatedEntityName | FTOS_BNKAP_RetailApplicantData |
| RelatedAttribute | mobilePhone |
| LookupAttribute | FTOS_BNKAP_RetailApplicantDataid |
| OTPDigitsNumber | 6 |
| MaxRetry | 5 |
| MaxResendRetry | 3 |
| MaxResendRetryIntervalSeconds | 60 |
| ValidTimeIntervalMinutes | 3 |
| maskNextStepURLChanged | |
| entity | FTOS_BNKAP_RetailApplicantData |
| maskNextStepURLSuccess | |
| entity | FTOS_BNKAP_RetailApplicantData |
| form | FTOS_BNKAP_AboutYou |
| section | AboutYou |
| maskNextStepURLFail | |
| entity | FTOS_BNKAP_RetailApplicantData |
| form | FTOS_BNKAP_AboutYou |
| section | AboutYou |
| businessWorkflow | |
| entity | FTOS_BARET_Loan |
| bwAttribute | FTOS_BARET_Loanid |
| successStatus | ContractsSigned |
| failedStatus | ContractsFailed |
Onboarding_VideoCall
| Settings | Value |
|---|---|
| DestinationEntityName | FTOS_BNKAP_RetailApplicantData |
| SourceEntityName | FTOS_BNKAP_RetailApplicantData |
| SourceLookupDestinationName | FTOS_BNKAP_RetailApplicantDataid |
| maskNextStepURLSuccess | |
| entity | FTOS_BNKAP_RetailApplicantData |
| form | FTOS_BNKAP_VideoRedirect |
| section | VideoRedirect |
| maskNextStepURLFail | |
| entity | FTOS_BNKAP_RetailApplicantData |
| form | FTOS_BNKAP_VideoRedirect |
| section | VideoRedirect |
| FormName | FTOS_BNKAP_RetailApplicantData_Operator |
| QueueParameters | |
| ParamName | Name |
| ParamValue | VideoCallQueue |