Introduction
This documentation outlines a new feature in Pulse that enhances the sales process by introducing an approval step. Sales agents can now submit customer transactions for a KYC and credit check, allowing for more efficient verification of customer details and financial viability.The process involves two key roles: the sales agent, who records and submits customer information and transaction details through the sales agent app, and the call operator, who reviews the submission on the Pulse web platform. Based on the information provided, the call operator can details the steps involved in the approval process once a transaction has been submitted by a sales agent for KYC and credit checks. Through the Pulse web platform, call operators review the transaction details, customer information, and supporting documents. Based on their assessment, the operator will either approve or reject the transaction, determining whether the customer is eligible to proceed with purchasing the selected product. This approval step is crucial in ensuring that the customer meets the necessary criteria to proceedall financial and regulatory criteria before moving forward.
Description
Let’s now look in details how this is performed:
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