[Mifos-users] Customer Onboarding via Email for KYC (Know Your Customer) – MifosX Web App v1.0.0 on Ubuntu 24.04.2 LTS

[Kaushal S. <kau...@gm...>]

Hi,

I am currently running MifosX Web App version 1.0.0 (
https://github.com/openMF/web-app) on Ubuntu 24.04.2 LTS, with Apache
Fineract version 1.11.0 (https://fineract.apache.org/) as the backend.

PRETTY_NAME="Ubuntu 24.04.2 LTS"
> NAME="Ubuntu"
> VERSION_ID="24.04"
> VERSION="24.04.2 LTS (Noble Numbat)"
> VERSION_CODENAME=noble
> ID=ubuntu
> ID_LIKE=debian
> HOME_URL="https://www.ubuntu.com/"
> SUPPORT_URL="https://help.ubuntu.com/"
> BUG_REPORT_URL="https://bugs.launchpad.net/ubuntu/"
> PRIVACY_POLICY_URL="
> https://www.ubuntu.com/legal/terms-and-policies/privacy-policy"
> UBUNTU_CODENAME=noble
> LOGO=ubuntu-logo


I would like to know if there is a way to onboard customers as part of the
KYC (Know Your Customer) process via an email link, allowing them to upload
the required KYC documents. Are there any out-of-the-box features available
for this, or would custom development be required?

Additional Context:

KYC stands for "Know Your Customer", a process widely used in the financial
sector to verify the identity of clients and assess risks related to money
laundering and fraud. It typically involves collecting personal information
and documentation to confirm customer identities.

Please advise.

Best regards,

Kaushal