Basic Information
The Basic Information section contains information such as company details, personal details of the primary related party (person applying on behalf of the company), and a phone number for OTP verification.
UX Overview
This section provides an overview of the Basic Information screen.
The Basic Information section prompts you to provide the following details:
- Company details such as Company Name and Company Type.
- Personal details of the primary related party:
- Name: Provide the primary related party's first name and last name.
- Date of Birth: Provide the date of birth of the primary related party in the MM/DD/YYYY format.
As a related party, you must be atleast 18 years old.
- Email Address: Type the email address that you want to link to your account.
- Phone Number along with your Country Code.
You can search for your country code by typing either country code or country name.
After providing the mentioned details, click Continue. The Company Information section appears.
On click of Continue button, a prospect is created in the Lead entity in Origination Data Storage Microservice. After the application is submitted and approved, the prospect entry from ODMS is removed and a customer ID is created in the Party Microservice.
Components
The Basic Information section contains the following list of components:
| Component Name | Instance Name |
|---|---|
| com.dbx.YesNoOptionChoser | CoApplicantYesNo |
| com.nuo.Roadmap | Roadmap |
| com.nuo.UserInformation | UserInformation |
| com.dbx.bannerError | bannerError |
| com.dbx.popup | closePopUp |
| com.dbx.customHeaderNUOV2 | customHeaderNUOV2 |
| com.dbx.customfooter | customfooterNUO |
| com.nuo.customheader | customheader |
| com.dbx.popup | flxCreateUserAndLoginFailPopup |
| com.nuo.loading | loading |
| com.dbx.navButtons | navButtons |
| com.dbx.popup | popup |
| com.nuo.procedureForNUO | procedureForNUO |
| com.dbx.filterDropDownNew | filterDropDownNew |
APIs
The following APIs are shipped as a part of this feature:
Experience APIs
| API | Description |
|---|---|
| createProspectProfile | This API creates a prospect for an applicant and updates the prospect's personal information in Origination Data Microservice (ODMS). |
| updateProspectProfile | This API updates the personal information of the prospect in the Origination Data Microservice (ODMS). |
| createInfinityProspect | Creates a new prospect in the DBX DB. |
| createInfinityProspectAndLogin | Creates a new prospect in the DBX Database and performs a silent login for the applicant. |
Temenos DigitalServices
| API | Description |
|---|---|
| createUser | This API creates a user in the DBX DB. |
| getUser | This API retrieves a user from the DBX DB. |
| updateUser | This API updates a user in the DBX DB. |
| updateParty | This API updates or changes the existing records of a party. |
Configurations
The system administrator will have the capability to configure this module from the Spotlight app. For more information about configuring the Basic Information section, click here.
Extensibility
By using the Extensibility feature, you can customize the modules based on your requirements. For more information, refer to Extensibility.
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