Contact Info

1 Insert data

You are asked to insert your phone number and email address to send an email with a link to open. Insert the code sent to your phone to verify the two contact addresses declared. By reaching this page, the status is Contact Validation.

The following fields are displayed with the message: Insert your contact details. You will receive an email with a link you need to access.

Field	Description
Email	Insert your email address. IMPORTANT!   For the email address to be approved it must contain the character @” followed by a full stop.
Phone Number	Insert your phone number. You can insert the number without a country code for Romanian numbers. IMPORTANT!   It must have nine numbers.

 

Three consents are presented: GDPR (mandatory), Marketing (optional) with the subsidiary Post&Phone&Email&Text consents, and Biometrics consent (mandatory). Toggle them as needed. There are by default set to off and each consent is collected individually to mark the customer's approval. From a technical standpoint, the system registers the time when the customer agreed to the requirements. By clicking on the names of the consents for GDPR and Biometrics, a pdf is opened with details. A toast message is displayed to the customer in case the mandatory consents have not been given.

Open your email and access the link in the email to open a new web page and generate the SMS.

For details on how this was configured, see Configuring the Digital Flow Settings.

To move to the next page, at the bottom of the page, click the Continue button.

The status is Validation Email Sent once the swipe is triggered. Now, open the email provider, and open the email the system has sent to access that email.

2 Validation of SMS

This screen is refreshed when you accessed the email with the button Validate, which opens a new link. The link opens a confirmation page, but continues the flow on the original link.

As instructed, insert the code that has been sent automatically by the system to your phone number. To validate the SMS code, simply insert it. The page contains the following message: Now please check your phone and insert below the code you’ve received.

Each letter from the six-digit code has its own box.

The screen reads the message We sent the SMS to your phone number, ending in xxx xx xxx 5855Wrong number? You can change it here. Click Change it here to change the phone number inserted earlier.

Click Resend to generate the code again.

After insertion, click on Validate Code.

When you reach the maximum attempts, the system displays a toast message.

If the code inserted is correct, the system opens the next page, and the status is Contact validated.

Need help

On the top right-hand corner, there is a button labeled Need help? (It is not displayed on the pages Congratulations and FeedBack). Click it to open the pop-up with the message: Let’s get in touch and answer all your questions via a video call. One of our colleagues will guide you through the whole process.

To abandon, click the X symbol to close the pop-up.

Click Start video call to launch the call with a bank operator, who picks up the queue in the FintechOS Portal.