3.3 Configuring/Modifying the PMF Flow for the Onboarding Service

When you configure the ready-to-use PMF flow, you must perform the following tasks:

• Create the new PMF flow: Take a copy of the ready-to-use PMF flow and modify it as required. This ensures that all ready-to-use features are available in the new flow diagram.
• Add an Identity Verification (IDV) Process: You can configure the IDV process with an external vendor if the vendor is offering a rest-based service. Use the Table to JSON utility to configure the process. For more information, see Oracle Financial Services Know Your Customer Utilities Guide.

  The information required by most of the vendors for IDV differs on specific attributes. To do the necessary configurations, perform the same tasks defined for the ready-to-use OFS CS. You must also define the Pre Rule, Execution Rule, and Post Rule as per OFS CS.

• Enable OFS CS: Depending on the watch list used, the configurations and data loading must be done, OFS CS watch list must be configured.

  Note:

  This is applicable only if you have integrated KYC with Customer Screening. For information on configuring the watch lists used by the KYC system, see Oracle Financial Services Customer Screening Administration and Configuration Guide .
• Add a different RESTful screening process: If the client has a different RESTful screening process, then you can perform the same steps defined for OFS CS.
• Call Back Service: The callback service is used to get the overall response for the Onboarding service. For more information, see Invoking the KYC Onboarding Service.

  Note:

  The Scoring Service, Risk Assessment creation, Case creation, and Update Case ID related tasks do not require any modifications unless a new data field must be added to the case management system.