Additional Information (Customer Actions)
The Additional Information (Customer Actions module) is a key feature in the Origination app, allowing Financial Institutions (FIs) to request ad-hoc information from end-users (customers or prospects) automatically via the execution of the business process.
During implementation phase, or even during production, the FI’s business users can define rules on the business process to request confirmation on the customer details or specific parts of information such as data and files. These data types leverage existent Action types, pre-defined on the Workflow Process engine. The Customer action requests are raised by RM or by the system automatically based on the task executed.
UX Overview
This section provides an overview of the Additional Information screen.
The Additional Information section consists of the following three tabs:
- Open: This segment contains a list of questions requesting additional information from the user. It may contain mandatory and optional questions. Optional questions can be skipped.
- Submitted: After the user provides the additional details and clicks Submit, the submitted questions and responses appear in the Submitted segment.
- Skipped: All the optional questions that the user skipped appear under the Skipped segment.
The questions that are displayed in this section can be broadly categorized into Entity and Facility questions.
- Entity: Entity requests contain questions in groups: Personal Information, Address Information, Identity Information, Tax Information, Income and Employment Information, and Document Upload.
- Facility: Facility requests contain questions in groups: Disbursement Instructions, Document Upload, and Re-Upload Offer Document.
The list of Customer actions supported in the Additional Information screen are as follows:
| Customer Action Type | Customer Action Group | Customer Actions (Questions) |
|---|---|---|
| Entity | Personal Information | Please confirm your First Name |
| Please confirm your Last Name | ||
| Please confirm your Date of Birth | ||
| Please confirm your Email Address | ||
| Phone Number | Please confirm your Phone Number(Phone Number and Country Code ) | |
| Tax Details | Please confirm your Tax ID | |
| Identity Details | Please confirm your Identity Type | |
| Please confirm your ID number | ||
| Please confirm your Expiration Date | ||
| Address Details | Please Confirm your Address | |
| Please Confirm your City | ||
| Please Confirm your State | ||
| Please Confirm your Zip Code | ||
| Income & Employment Details | Please Confirm your Employment Status | |
| Please Confirm your Occupation | ||
| Please Confirm your Income Period | ||
| Please Confirm your Organization Name | ||
| Please Confirm your Address Line 1 | ||
| Please Confirm your Country | ||
| Please Confirm your State | ||
| Please Confirm your City | ||
| Please Confirm your Zip Code | ||
| Please Confirm your Country Code | ||
| Please Confirm your Phone Numb | ||
| Facility | Disbursement Instructions | Please Confirm Account Number |
| Please Confirm Payee Name | ||
| Please Confirm Payee Address | ||
| Please Confirm if Payee is 3rd Party | ||
| Please enter you Disbursement Details (display all the above fields) | ||
| Facility/ Entity | Document Upload | Upload Document (Display Document check list ) |
| Re-Upload Document (Display Document check list ) | ||
| Upload Document Adhoc | ||
| Re-Upload Offer Document | ||
| Automatic Customer Actions |
If the Mode is Online Offer Document should be Automatically Generated by the system:
Once the Offer is Accepted by Customer, another Customer Action is raised to collect Funding Instructions. The Funding Instructions section with the following fields are displayed: |
|
| Please Confirm Account Number | ||
| Please Confirm Payee Name | ||
| Please Confirm Payee Address | ||
| Please Confirm if Payee is 3rd Party |
Furthermore, this section supports the following types of responses from users:
- Radio-Button Selection
- Single-Selection dropdown list
- Currency
- Date
- Document Upload
- Text
The status of each user action can be any of the following:
- Created: When a user action question gets created from Red Hat.
- Submitted: When a user provided and submitted the response.
- Skipped: When a user action is optional, and user clicks the Skip option.
- Completed: When the response submitted by the user is approved in Temenos Digital Assist App.
Provide the required information for each question. For the questions that require a document upload, you can drag and drop or upload multiple documents, and then click Upload. Once the documents are successfully uploaded, a green icon appears. Then click the Submit button. The response is submitted, and the app displays a confirmation screen.
After the user clicks the Submit button, the answer is submitted, and then the app displays a confirmation screen.
If the user does not have any pending actions left, then the app displays a message that no pending actions are available. Furthermore, if you want to go back to the product dashboard, click Go to Dashboard.
Components
The Additional Information section contains the following list of components:
| Component Name | Instance Name |
|---|---|
| com.nuo.Roadmap | Roadmap |
| com.dbx.bannerError | bannerError |
| com.dbx.customheaderNUOV2 | customheaderNUOV2 |
| com.dbx.customfooter | customfooterNUO |
| com.dbx.actionsGroup | actionsGroup |
| com.dbx.actions | actions |
| com.dbx.uploadFiles3 | uploadFiles3 |
| com.dbx.radioButtons | radioButtons |
| com.dbx.AnimatedTextBox | AnimatedTextBox |
| com.dbx.currency | currency |
| com.dbx.DateInput | DateInput |
| com.dbx.dropdown | dropdown |
| com.dbx.expandCollapse | expandCollapse |
| com.nuo.loading | loading |
| com.dbx.popup | popup |
Experience APIs
The following APIs are shipped as part of this feature:
| API | Description |
|---|---|
| getUserActions | This API retrieves users pending actions. |
| updateUserAction | This API updates the pending user actions from user. |
| uploadDocument | This API enables uploading and storing of a document in the Document Microservice. |
| uploadUserActionDocumentBulk | This API enables the user to upload the document in Document Microservice. |
Configurations
The system administrator will have the capability to configure this module from the Spotlight app. For more information about configuring the Additional Information section, click here.
Extensibility
You can extend the Additional Information module to create a new customer action. For more information on creating a new customer action, click here.
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