Hi,

I am running Ubuntu 24.04.4 LTS. The application version is Mifos® X WebApp
260217 with Apache Fineract 1.14.

I would like to know whether there is a way to onboard customers as part of
the eKYC (electronic Know Your Customer) process using a self-service
method, allowing them to upload the required KYC documents. Are there any
out-of-the-box features available for this, or would custom development be
required?

Definition of eKYC

eKYC (electronic Know Your Customer) is a digital process used by
businesses to verify customer identities online. It replaces traditional
paper-based KYC processes, enabling faster and more efficient verification.

Typical eKYC Workflow:
  1.  Initial Identity Verification: Customers provide personal information
(e.g., name, date of birth).
  2.  Document Submission: Users upload electronic copies of identity
documents (e.g., passport, driver’s license).
  3.  Biometric Verification: Facial recognition or fingerprint
verification is performed.
  4.  Consent and Confirmation: Customers provide consent and confirm the
accuracy of submitted information.
  5.  Finalization and Approval: The system generates an eKYC record for
review and approval.

Benefits of eKYC:
  • Faster verification process
  • Improved customer convenience
  • Reduced identity fraud through biometrics
  • Lower operational costs
  • Enhanced regulatory compliance

eKYC is widely used in banking, telecommunications, healthcare, and other
regulated industries.

Kindly advise whether Apache Fineract provides any native/self-service
capabilities for this, or if a separate UI layer and custom integration
would be required.

Best regards,

Kaushal

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