Personal Information
The Personal Information section contains the details of the applicant such as first name, last name, date of birth, email address, relationship with the company and percentage of ownership details.
UX Overview
This section provides an overview of the Personal Information screens.
The Personal Information section prompts you to provide the following details:
- First Name and Last Name.
- Date of Birth: Enter your date of birth in the MM/DD/YYYY format.
As an applicant, you must be atleast 18 years old.
- Email Address: Type the email address that you want to link to your account.
- Country Code and Phone Number: Select the country code from the dropdown list. Enter the phone Number.
- Role: Select the role from the drop-down list.
- Relationship with Company: Select the relationship from the drop-down
- Percentage of ownership: Ownership in percentage
- Politically Exposed Person / Beneficial Owner: Select any one of the two check boxes.
After providing the mentioned details, click Continue. Based on configurations set in Spotlight, the Membership Eligibility Check or the Address and Identification Details section appears. On click of Continue button, in the backend, 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. Furthermore, you will receive a welcome email. The welcome email contains a link to resume the application later, if required, and the Application number.
Components
The Personal 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 |
APIs
The following APIs are shipped as a part of this feature:
Experience APIs
| API | Description |
|---|---|
| updateDetails | This API updates the personal information section. |
| getDetails | This API retrieves the personal information. |
| 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 Digital Services
| 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 Personal 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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