Corporate Product & Channel Onboarding Solution

Corporate onboarding is a complex, multi-step process involving diverse document types, manual data entry, and multiple validations. Operations teams face delays, errors, and inefficiencies due to manual classification, extraction, policy checks, and downstream integrations. This results in slow onboarding, compliance risks, and poor customer experience.

Our Digital Expert, built on Purple Fabric, offers seamless, real-time onboarding intelligence and automation. It automatically classifies uploaded documents, such as payments onboarding and board resolutions, routing them to the appropriate workflow. The agent uses AI to extract structured data from documents, presenting results with confidence scores and side-by-side document previews for human validation. It maps extracted fields to industry standards, checks for completeness and consistency, and runs data through policy and compliance checks, highlighting violations and suggesting corrections. The agent identifies the correct downstream system and API, constructs the required JSON, and automates integration, while proactively monitoring onboarding progress and flagging anomalies to ensure timely completion.