Originations sequence
Digital Experience
The originations sequence has been created to increase consistency across our digital experiences and to help apply our CX principles and standards. It also helps reduce the time it takes to create, iterate, and build.
When designing your flows, your product application will need to consider:
*These items are variable and may change with each product.
Each project will need to consider if the variable items are needed. However, the default sequence and patterns that follow must be applied to every project.
Product choice and entry
Pre-application
Dashboard (Coming soon)
Customer details
We ask for the minimum amount of information from the customer to get them started on their journey.
Business details
Identity check
We make sure the customer is who they say they are by verifying their identification documents.
Foreign tax residency(Coming soon)
Product configuration
The customer is given an opportunity to apply for a product and set up online banking in one session.
Finance
Review
Review (Coming soon)
Post application
Dashboard (Coming soon)
Why do we do it this way?
Be brilliantly simple
We do it this way so we can be brilliantly simple: