Our API's in action

Modified on Tue, 19 Jul 2016 at 02:12 PM

Our API's in action

Verified Personal Information

  • The client only enters his/her ID number and the form does the rest.
  • Identity information is verified, populated in the form with an ID photo
  • Last known address and telephone numbers are obtained and populated (user controls are set to update information).

Digital onboarding - Personal information

Verified Business Information

  • The client only enters the business registration number and the form does the rest.
  • Business information is verified with CIPC and auto-populated in the form.
  • Auditor's information is verified with CIPC and auto-populated in the form.
  • Principle (Director) information is verified with CIPC and auto-populated in the form.

Digital onboarding - Business informationdIGITAL ONBOARDING - COMPANY INFORMATION

Verified Banking Information

  • The client's identity is matched to the account number.
  • The client enters his/her banking details.
  • Banking details are verified with the client's bank.

Digital onboarding - Bank verification

Data submission

  • Terms and Conditions are matched to form type.
  • Data is written to database in (ERP, CRM or ECM) or converted to PDF.
  • Using CoSign Click, the client can sign the agreement online.

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