Building a Customer Onboarding App: KYC flow on one screen
Know-your-customer (KYC) is a set of strict actions required to onboard a user. In a demo project, we created an app that allows KYC analysts to:
Pick a user from the list of users who have recently signed up and are waiting to be onboarded.
Verify their information: name with the passport and the address with the proof of address.
Validate the account if everything is fine or reject if the account looks fake or suspicious.
Perform additional actions like updating the status after reaching out to the user and getting required documents, editing user data or even blacklisting a user if necessary.
To build such an app, you need to use Forest Admin Workspace, available for every user with Admin, Developer or Editor role. To learn more about Workspaces and their components, go to this video: • How to build a Workspace on Forest Admin f...