OF On-Boarding Process v3.0

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OpenFinance On-Boarding Process

OpenFinance Client

1.14 OpenFinance Client sends the signed form to OpenFinance through the On-Boarding process and follow with an orginal signature copy.

1.1 Log request .......My end user is asking whether or not we have this bank feed......do we have BANK XYZ?

1.0.2 Log request .......My end user would like to add a few account for BANK ABC

1.4 Receives the RFI and has a conversation with his client after sending them a request from the on-boarding system

OpenFinance

1.15 OpenFinance sends the signed form to Bank XYZ Bank Data Delivery Group through the On-Boarding process and follows with an orginal signature copy

1.2 Receive and acknowledge the request for a new feed from the the OF Client via On-Boarding Process

1.0.3 Add the account to the client profiler and await the data from BANK ABC

1.3 Check for bank: OF has the feed/Content Adaptor. OF requests additional information. Bank name, address, sector info like Wealth, Institutional, Retail, or other and an example of the account number.

1.3.4 Add the Content Adaptor Library

1.3.3 Release to OF Client for testing and use

1.3.2 Analysis, code and test the Content Adaptor for Bank TYT

1.3.1 OF does not have the feed.....Does the OF Client want OpenFinance to build this feed (and at what price) ?

1.3.0 Account/s get set up in OF Client Profiler waiting for Bank Data Delivery Group send of the data requested,

Bank Data Delivery Group

1.12.2 Bank Data Delivery Group places account/s in current feed

1.3.4 Specification and test data to OpenFinance

Bank Relationship Manager

1.12.1 RM notifies the Bank Data Delivery Group to place the account data into a feed for OF

1.7 The XYZ Bank Relationship Manager defines the process and required forms to make this request to satisfy their customer.

1.11 RM receives signed form.

1.9 RM sends permission form to the End User and the procedures to complete this task.

OF Client's End User

1.0.4 For additional accounts - 1.8 The End User requests the form/s that are required to get their account sent to OF

1.13 End User sends the signed form to OpenFinance Client through the On-Boarding process and follows with an orginal signature copy

1.6 The End User contacts their XYZ Bank Relationship Manager to request that their account data get sent to OpenFinance

1.10 End User signs the form and complete the required process and send the physical document to XYZ Bank RM

1.8 The End User requests the form/s that are required to get their account sent to OF

1.5 Follow up the request through the On-Boarding Process and conversation with the OF Client's Customer

1.0 Do you currently have this Bank XYZ?

1.0.1 I would like to add a few accounts for BANK ABC