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Account Aggregator Manual

A customer initiates an account aggregation process through an online portal. They are prompted to select a bank and receive an OTP via mobile to verify their identity. After logging in with OTP and adding bank details, they are redirected to the bank's website where they can sign in and link their financial accounts. If the customer already has an account aggregator ID, they can sign in and select that ID to link additional financial accounts in a similar verification process.

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Raju Gangurde
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65 views32 pages

Account Aggregator Manual

A customer initiates an account aggregation process through an online portal. They are prompted to select a bank and receive an OTP via mobile to verify their identity. After logging in with OTP and adding bank details, they are redirected to the bank's website where they can sign in and link their financial accounts. If the customer already has an account aggregator ID, they can sign in and select that ID to link additional financial accounts in a similar verification process.

Uploaded by

Raju Gangurde
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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PL Assisted

Account Aggregator Jocata Grid


Initiate Perfios
Email trigger to customer
Bank selection for statement
Selection of Bank
Account Aggregator
OTP sent to customer on registered mobile number
Login with OTP
Add Account
Bank Details
Redirect to Financial Institution
Transaction Successful
Process completed on customer end
DMS View
Perfios Status Completed
Selection of Bank
Account Aggregator ID Exist
Sign in for Account Aggregator
Select Account Aggregator
Account Aggregator ID creation
Process of Account aggregator ID Creation
Redirecting
Financial Accounts Link
Verify OTP
Financial Accounts Link
Selected Financial Institutions
Process of Financial Accounts
Thank You!

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