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Feature #382

closed

Unified KYC (UKYC) – Customer Data Availability and KYC Flow Enhancements in Sourcing Application

Added by Rajasekaran about 1 month ago. Updated 17 days ago.

Status:
Closed
Priority:
High
Assignee:
Payodhi
Start date:
05/15/2026
Due date:
05/31/2026
% Done:

0%

Estimated time:
Project categorization:
New

Description

Dear Payodhi,

Request your approval for attached new BRD documents.

Files

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BRD Unified KYC (UKYC) – Customer Data Availability and KYC Flow Enhancements in Sourcing Application.docx (42.6 KB) BRD Unified KYC (UKYC) – Customer Data Availability and KYC Flow Enhancements in Sourcing Application.docx Rajasekaran, 05/30/2026 04:16 PM
Functional_TC_Unified KYC (UKYC) – Customer Data Availability and KYC Flow Enhancements in Sourcing Application.xlsx (22.5 KB) Functional_TC_Unified KYC (UKYC) – Customer Data Availability and KYC Flow Enhancements in Sourcing Application.xlsx Rajasekaran, 05/30/2026 04:16 PM
Security_TC_Unified KYC (UKYC) – Customer Data Availability and KYC Flow Enhancements in Sourcing Application.xlsx (21.9 KB) Security_TC_Unified KYC (UKYC) – Customer Data Availability and KYC Flow Enhancements in Sourcing Application.xlsx Rajkumar, 05/30/2026 06:19 PM
Unified KYC (UKYC) – Customer Data Availability and KYC Flow Enhancements in Sourcing Application.docx (39.5 KB) Unified KYC (UKYC) – Customer Data Availability and KYC Flow Enhancements in Sourcing Application.docx Shiva_CIMS, 05/31/2026 12:19 PM
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 #1

Updated by Payodhi about 1 month ago

  • Status changed from New to Approved
  • Assignee changed from Payodhi to Rajasekaran

Approved, Please proceed

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 #2

Updated by Rajasekaran about 1 month ago

  • Status changed from Approved to In Progress
  • Assignee changed from Rajasekaran to Shiva_CIMS

Dear Shiva,

As per our conversation, please locate the Business Requirements Document (BRD) outlining the proposed modifications.

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 #3

Updated by Shiva_CIMS 23 days ago

  • Assignee changed from Shiva_CIMS to Rajasekaran

Greetings,

Team, we are launching the pilot testing app for RBL BC Sourcing.

Please test the one group and update the same.

RBL Sourcing : http://cimssoft.in/APKs/RBL/RBL_CB_32_0.apk

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 #4

Updated by Rajasekaran 19 days ago

  • Assignee changed from Rajasekaran to Shiva_CIMS

Dear Shiva,

While onboarding a new customer, we are not able to update the customer details.

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 #5

Updated by Shiva_CIMS 19 days ago

  • Assignee changed from Shiva_CIMS to Rajasekaran

Greetings,

Team, we are launching the pilot testing app for RBL BC Sourcing.

Please test the one group and update the same.

RBL Sourcing : http://cimssoft.in/APKs/RBL/RBL_CB_32_1.apk

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 #6

Updated by Rajasekaran 18 days ago

  • Assignee changed from Rajasekaran to Shiva_CIMS

Dear Shiva,

Karza validation could not be verified during testing due to environment limitations.

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 #7

Updated by Shiva_CIMS 18 days ago

  • Assignee changed from Shiva_CIMS to Rajasekaran

Greetings,

Team, we are launching the pilot testing app for RBL BC Sourcing.

Please test the one group and update the same.

RBL Sourcing : http://cimssoft.in/APKs/RBL/RBL_CB_32_2.apk

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 #8

Updated by Rajasekaran 18 days ago

Dear Shiva,

We have tested using this apk. Its working fine now.Kindly move to production.

Please find the functional test case for your references.

++Raj, Kindly conduct and share the security testcase.

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 #9

Updated by Rajkumar 18 days ago

Dear Shiva,

We have completed the security testing for these changes.

Please find the security test case for your references.

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 #10

Updated by Shiva_CIMS 17 days ago

Greetings,

Kindly release the APK to MDM and NON-MDM Devices.

RBL Sourcing : RBL Sourcing : http://cimssoft.in/APKs/RBL/RBL_CB_32_3.apk

Update Features:

1.    Old customer data availability and display in the Sourcing Application
2.    Customer SKYC/Mobile Number to be passed upfront for UKYC initiation
3.    Secondary KYC to be passed only after successful Karza validation

(Note : The App Requires Uninstallation and Installation, Check with Internal Team for Deployment Date/Time post Pilot test Confirmation with 1/2 branches to avoid file loss).

(Important : Any Partial Sourced file with direct Update of the App will lead to File Crash, file missing and Confusion, Kindly Cooperate to avoid Resourcing of the File).

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 #11

Updated by Rajasekaran 17 days ago

  • Status changed from In Progress to Closed
  • Assignee changed from Rajasekaran to Payodhi

Dear Chandra/Payodhi,

For your information our new requirement has been done

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