1.1  Journey Configuration

System can now customize the different client journeys on basis of their requirements on basis of packages and can use that journey to carry out their process. Admins should be able to create admin journeys as per use cases and be able to see and configure the existing client journeys.

1.2 Rule Engine

be able to define rules to carry out journeys as per requirements. Build customize logic with multiple operators and threshold comparison between fields.

1.3 SSO Login

SSO Login is enabled on the login page of portal to authenticate using OKTA and other SSO login Implementation at ONBX server for user redirection..

1.4 Scoring Module

Now the portal can calculate the score as per the user driven input/output Individual weighted score to be captured and used for final calculation of the score. The final score can be shown with respect to the range marking. Weighted score will be generated by average sum-product formula or simple calculation based on requirements.

1.5 Score Match Percentage

Now the portal can match the score and show the percentage. Comparison can be between

• User inputs and the outputs of the TS APIs
• Output driven fields with the other output fields of the TS APIs output.
• Results can be in Yes/No for some fields and for others it would be in match %.

1.6 Role based access

Multiple Role based users with different capabilities to each to create a proper functionalities workflow on the whole portal. Admin roles will have access to Multiple crucial functionalities while others will have a different visibility of functionalities as per their roles configured.

1.7 Interim Report generation

Now system will generate a report of checks closure/O/P details post case submission Note: Interim Report will be generated in case of Auto check closure. Auto close check details to be shown in the Report. Post case submission Once check Auto close with TS API/OCR Details in output, It should be reflected in the report. Report format will be PDF or Excel and can be downloaded in bulk and individually.

1.8 DKYC Journey

OnboardX now has digital KYC capacity with DKYC as a complete journey inside the OnboardX with custom workflow and criterias.

1.8 Case - User approval mechanism

Case approval mechanism is included in the portal, wherein user can set up approval workflow to approve, disapprove, reject and review the case and post that with their comments can approve the case.

1.8 TS APIs Integrations

New TS APIs have been integrated to verify real time information into the system to cover multiple industry specific use cases.

2.1 Draft Stage implementation

System will now autosave the user inputs irrespective of the user role in every 30 sec to avoid losing the filled data and doing it repeatedly.

• Once User enters the data(Text/Uploaded Docs), it should persist if the session terminates at any stage.
• Once the user re-login then the form should be open with previously entered data at the stage where the session terminated or logged off.

2.2 Mobile Responsive

System has now been made mobile responsive, easily accessible from smartphones with a mobile friendly UI.

2.3 UI/UX improvements

Overall UI/UX of the system has been improvised from the various feedback to smoothen the journey.

2.4 Bugs and issue resolution

User will face no lag and session timeout as Repeated Bugs and issues from the previous version are resolved.