1.1.4.1 Key Capabilities of Smart Quick Forms:

Drag-and-Drop Form Builder:

• A user-friendly interface that enables bank staff to create forms without coding skills.
• Includes smart components like Account Number fields, Card selection options, and dynamic dropdowns, streamlining data entry and improving accuracy.
• Forms are available immediately without needing to restart the application.

Responsive Design:

• Forms are fully responsive, ensuring ease of use across devices like desktops, tablets, and smartphones.
• Provides a consistent user experience across all platforms, catering to customers’ preference for accessibility.

Pre-built Templates:

• Offers a library of templates specifically tailored for common banking needs such as supplementary Card issuance, Update Card Limits, Activate Credit Card, Apply Debit Card.

Document Uploads:

• Securely integrates document upload capabilities, allowing customers to submit required documents like ID proofs, financial and other supporting documents directly within the form.
• Ensures documents are securely stored and accessible only to authorized personnel, maintaining data protection compliance.

Choice of Manual or Automated Processing:

• Manual Processing: Offline forms can be reviewed by bank staff, who manually process requests and update statuses. Forms are routed to the appropriate staff members based on predefined workflows and access permissions, ensuring that each request is handled by the right team or individual.
• Automated Processing: Forms can integrate with backend systems, such as CRM or core banking software, enabling automated, real-time processing of requests. Responses from backend systems are displayed to customers instantly, improving service speed and accuracy.