Additional Applicants

Multiple individual process

Overview

This functionality allows you to have multiple users taking part of 1 single process.

Examples of this can be a joint account creation or multiple signatures required for a transaction approval process.

Features

• Pre-configure the various paths of a given customer journey flow and allow the end-user to "invite" other applicants to join their process in order to complete it.

This really is all the feature is meant to do but let's dive a little deeper into one of the examples so you can visualize it better.

Let's imagine a hypothetical scenario where John is opening an account with an institution and this process is comprised of 7 actions steps (such as Document Verification, Multi-Factor Authentication elements, AML check, etc) and the institution asks him if he wants to add any additional account owners/beneficiaries, he then chooses to add Jane to this process and she will receive a notification to take part in this application.

Jane may have to go through the same 7 actions or perhaps just 1. This is the institutions' decision, together with their regulatory requirements.

John and Jane both complete the application in 1 single, convenient process for the institution.

Let us know how else would you use this in your company.