KYC App Documentation

Overview

KYC App Documentation

Overview

The KYC (Know Your Customer) app is designed to help businesses verify the identity of users in a seamless and secure way.

Registration Process

1. Accessing the Registration Screen

• To begin, users need to navigate to the registration screen of the KYC app.
• This can be accessed directly from the Login Screen by clicking the “Register” button.

2. Entering User Information

Users are required to enter the following details to complete the registration:

• Full Name:
  • Description: The user’s first and last name.
  • Field Type: Text (alphabetic characters only).
  • Validation: Must not be empty.
• Email Address:
  • Description: The user’s valid email address to receive notifications and verification details.
  • Field Type: Email (must follow the standard email format).
  • Validation:
    • Must be a valid email format (e.g., user@example.com).
    • Must not be previously registered in the system.
• Password:
  • Description: The user’s password to secure their account.
  • Field Type: Password (obscured input).

3. Submitting the Registration Form

Once all the required information is provided, the user can submit the registration form by clicking the "Register" button.

• Upon submission, the app will validate the entered data to ensure that all fields are completed and correct.
• If any validation fails, the user will be prompted with an error message indicating what needs to be corrected (e.g., invalid email format, weak password).

after the registration you will login with the credentials dashboard page will be showing there will be sidebar with other page names My Profile, Document upload directing to Myprofile, Document upload directing.

In My profile page there will be personal information collection form like First Name, Last name, Primary Email, Secondary Email, Mobile, ID Number, City, State, Country, Address. Update button to save all this information.

In document upload page, there will be functions like Upload passport, Upload national identity, Take Photo you will take live photo after clicking the camera icon you can repeat and submit or cancel buttons will be available to save binary data and save document and reset buttons.

when you upload all the required documents it will be listed below in the document list. along with the list there will be SELECT APPROVER dropdown to choose whom these documents to be submitted for signing and approval process. You can choose from which approver you are reporting to and submit documents to them.

Dashboard: In Dashboard we can see the status of the documents uploaded whether its signed, Pending or Rejected. Chart and My Request where you can find the status, Approver name, Download document, sign and Audit. Once the sign button is clicked it will redirect to Docusign where you can find the envelope, check and do the signing. Status will be changed to Signed Already. Now the approver will get the mail notification now he can check and sign or reject the document in the approver dashboard.

Docu Sign Flow

Docusign Developer URL:

https://account-d.docusign.com/

Create a Developer Account in Docusign and Login. JWT token mechanism is used to create token to access Docusign upload the documents and click on submit button an envelope is created in Docusign for the signing process.

Prerequisite to Integration : Integration Key, Private Key password is the Docusign password, Public Key, User ID, Account ID.


JWT Token: https://sathishkumar-rajeswari.outsystemscloud.com/KYCApp/JWTConsent

JWT is used for the users to authenticate once and generate token to access Docusign for envelope creation and signing documents without logging in each time for getting the JWT token we are using the Multipart form data. APIs can be found in the Docusign API Module.