Server-Driven Client Onboarding Engine
We designed a fully configurable Client Onboarding module that allows financial institutions to build and customize their onboarding journey without development changes. The entire process is controlled by a server-driven workflow engine, ensuring consistent behaviour across mobile and web channels.
Key Capabilities
- Flexible onboarding flow fully controlled by configuration
- Customer-initiated and staff-initiated onboarding
- Dynamic document requests at any stage
- Integration with SumSub and Onfido for digital identity verification
- Automated document validation, expiration control, and Ongoing Due Diligence
- Automatic and manual management of user verification and customer registration status
Our Contribution
We were responsible for the end-to-end business and system analysis, process modelling, technical specifications, and integration design. The result is a modern, scalable onboarding solution ready for deployment across multiple institutions.
CODEXCEL SOLUTIONS 