Account & card onboarding
One application. An account and a card.
Pick a journey to walk through every screen, from identity checks to account opening and credit card approval.
CASA + Credit Card — Unified
Open a Savings or Current Account, then continue to a Credit Card with your verified details carried forward.
Start journeySavings Account — Individual
Assisted NTB journey for an Individual Savings Account, from RM login through IP funding.
25 screensCurrent Account — Individual
Same personal KYC path as Savings Account, routed into Current Account product selection and business-style cross-sell.
25 screensCurrent Account — Sole Proprietor
Figma-aligned: Customer Verification with PAN scan, proprietor eKYC / non-eKYC with address proofs, GSTIN data, two entity proofs, entity address & business activity, full PEP & FATCA (Parts A–E), nominee & guardian, net banking, grouping, payment, profile mapping, lead submission and SVR.
50 screensCurrent Account — Company
Figma-aligned: company PAN & CIN verification, MCA company data and documents, entity CIF, GSTIN / LEI / IEC, addresses & images, FATCA, credit declaration, directors, board resolution, stakeholders & SMO, stakeholder KYC, CS & BR signee KYC, products, review, due diligence, cross-sell and SVR.
52 screensCurrent Account — Partnership
Figma-aligned: consent-based verification, entity CIF, GSTIN / LEI / IEC, Registrar of Firms entity proof, registered & business addresses, FATCA, credit declaration, partnership documents, partners & SMO, stakeholder KYC, products, review, due diligence, cross-sell and SVR.
47 screensCredit Card — New to Bank
Customer self-serve credit card journey: mobile & PAN with OTP, eligibility details, address confirmation from Aadhaar and bureau, card selection carousel, personal & professional details, email OTP, review & declarations, approval and Video KYC.
12 screensDops Portal — Checker
Back-office maker-checker portal from the deck: login, queue dashboard, Fresh Queue lead list, and the case workbench (Exceptions / Tasks / ACF / Entity Details) with Approve, Drop, Rework and De-assign actions.
7 screens