This form builder within KYC Portal CLM allows you to add any type of field including
text, dates, dropdowns, numeric and much more. This latest feature allows you to add a BUTTON field anywhere in the forms.
This is managed via the configuration studio as a new “field style”.
Once chosen it allows you to define the label of the button
itself as well as the script that it should call when it's pressed. Scripts is
another module in KYCP that allows you to define your own logic and code
including the ability to call end points of other third-party tools.
Once set, this button will appear as part of the flow in the
actual form. This can be made visible both for internal users who are managing
the form as well as external parties to whom you have given access to through
the use of the customer outreach modules in KYC Portal CLM. Once clicked the
system will save fields then will trigger the respective logic.
This new feature has added a lot of flexibility within
the forms themselves leading to benefits such as having the right information
in real time, improving right-first-time applications and improved data
quality. Use cases how this is being used vary based on client requirements.
Some of the most common however, include the ability to verify information that
is being input by customers in real time before being submitted and also
retrieving exiting data of applications from internal third-party solutions to
auto populate form details based on defined criteria.
Some clients are using
this feature to calculate different elements of risk separate from AML, which
result dictates the detail that needs to be collated at any point in time of
the lifecycle.
For more info contact us directly at info@kycportal.com or schedule your live demo with us today.