BFSI Onboarding Accelerator on Constellation

The Onboarding Accelerator Framework built on Pega is suitable for onboarding a wide range of products across the BFSI industry. It supports onboarding customers for products like credit cards, bank accounts, loans, and investment services accounts. It can be used for simple and very complex processes like Investment banking onboarding. This Framework provides a jump start by providing placeholder product selection, followed by the data capture steps and placeholder due diligence cases that can be updated to fit simple to complex use cases. It supports single- to multiple-customer onboarding. The outcome is faster build time, carefully designed scalable workflow architecture, easy customizations, and LCNC approach.

• Accelerator framework for any financial services Product/Service/Customer onboarding.
• Carefully designed business architecture to support simple to complex use cases.
• CRUD on data types.
• Customizable case routing to various departments
• Data propagation from Parent to Child Cases.
• Generating documents.
• Customization of OOTB Case Views.
• Omni-channel user experience.
• Muti-Step form navigation.