UG
UG configuration
Journey, branches and per-form overlays for this country.
Forms
| Form | Description | Used by | UG overlays | |
|---|---|---|---|---|
address | Residential address | retail_onboarding | Edit → | |
basic_info | Identity & primary contact | retail_onboarding | Edit → | |
confidentiality_waiver | FATCA confidentiality waiver | retail_onboarding | Edit → | |
confirm | Final confirmation | retail_onboarding | Edit → | |
crs_declaration | CRS self-declaration | retail_onboarding | Edit → | |
crs_tax_details | CRS tax residency details | retail_onboarding | Edit → | |
ekyc | Electronic KYC document capture | retail_onboarding | Edit → | |
email | retail_onboarding | Edit → | ||
fatca_documents | FATCA supporting documents | retail_onboarding | Edit → | |
fatca_tax_details | retail_onboarding | Edit → | ||
occupation | Employment & occupation | retail_onboarding | Edit → | |
review_information | Review captured information | retail_onboarding | Edit → |