1.1 Audit trail and activity logs

All activity performed during the journey is recorded and trackable via the Activity Logs tab.

1.2 API re-hit

If an API fails to trigger during onboarding, the case will land in the Attention Required bucket and the API will auto-trigger in the backend.

1.3 Package auto selection

Packages can now be auto-selected based on case initiation fields.

1.4 Watermark feature on uploaded documents

The system captures latitude/longitude, IP address, user name and timestamp on images uploaded during onboarding.

1.5 Multi signature flow (QuickSign → Aadhaar)

In a single document, the first signer can sign via QuickSign followed by the second signer using Aadhaar (OTP-based) signature.

1.6 Bridge insufficiency fulfillment

Any insufficiency raised by Bridge will directly notify the respective vendor to re-share required details along with instructions.

1.7 New APIs added

More real-time APIs added such as Mobile Verification, PAN→CIN, PAN→MSME and others to solve additional onboarding use cases.

1.8 New UI

A refreshed UI for improved user experience across both mobile and web applications.

1.9 Multi Factor Authentication

Email OTP–based login for client users is now supported for enhanced security.

1.10 API Error code handling

Enhanced handling of API error codes with workflow adjustments based on error types.

1.11 Conditional forms

Forms can be configured to appear only when specific conditions are met during onboarding.

1.12 VKYC OBX Integration

Video KYC can now be performed within OnboardX during the journey.

1.13 DAV (Digital Address Verification)

Digital address verification is enabled via QR code or API redirection for real-time validation.

1.14 New React Dashboard

A more detailed and intuitive home dashboard built on React for better usability and insights.

1.15 Groundcheck.ai Integration

Seamless address verification via DAV, CPV, VKYC and CPV Lite, used individually or combined, with fallback mechanisms and customizable dashboards within OnboardX.

2.1 Custom Signdrive Trigger Point

Signing agreements can now be triggered at any approver level during the journey.

2.2 Combined PDF Report for Bridge and API Checks

A single consolidated PDF report with all real-time API responses and Bridge inputs.

2.3 Refer Back to Custom Approver Level

Cases can be referred back to the previous level or any specific earlier approver level to reduce turnaround time.

2.4 Signdrive Then Approver Workflow

Businesses can choose a workflow where signing happens first after form submission, and then the approver receives the case.

2.5 Email OTP for Vendors

Vendors can now receive OTPs via both SMS and email to log into OnboardX.

2.6 Custom Email Templates

Emails sent via OnboardX can be customized and whitelisted to match business communication requirements.