Sandesh is an effective messaging tool developed by Xtremsoft Technologies which is used to send text messages to mobile phones for providing portfolio alerts and a summary of daily trades.
Key Features of the Proposed Solution:
- A registration screen where users enter their mobile number and email. This acts as the login key and can be used for follow-up if the user doesn’t complete all details.
- OTP verification is sent to the client’s mobile number as well as email address.
- PAN validation and verification through NSDL or other APIs provided by the organization.
- Automatic retrieval of KYC details from CVL KRA or other KRA agencies. Data fetched cannot be edited.
- e-KYC document (Client Registration Form) signed using Aadhaar via NSDL or other providers’ API
- Manual entry options for non-KRA and DigiLocker leads
- Manual entry options for existing details like DP ID, BO ID, bank details (IFSC, account number), etc.
- Option to upload scanned images of documents like PAN card, address proof, bank proof, etc.
- PDF generation for entered data
- IPV (In-Person Verification) included as a feature.
- Live photo capture with geo-tagging
- DigiLocker integration
- Penny drop verification via API
- Integration with back-office systems
- API-based support for KRA, UCC (NSE and BSE), NSDL DP, CDSL DP, and CKYC files