FintechProduction

SouthOne Onboarding — Financial Services Form Builder

Developed a sophisticated client onboarding and compliance management system specifically designed for financial services organizations. This comprehensive solution streamlines KYC/AML compliance, risk assessment, and regulatory reporting through an intuitive form builder interface and automated workflow management.

My Role & Responsibilities

As the Full-Stack Developer on this project, I was responsible for:

  • Architecting sophisticated client onboarding and compliance system
  • Building dynamic form builder with drag-and-drop interface
  • Implementing KYC/AML compliance automation workflows
  • Developing risk assessment and scoring algorithms
  • Creating automated regulatory reporting systems
  • Building document verification and processing capabilities

Key Features

Dynamic form builder with drag-and-drop interface
KYC/AML compliance automation
Risk assessment and scoring algorithms
Automated regulatory reporting
Document verification and processing
Multi-step onboarding workflows
Real-time compliance monitoring
Audit trail and reporting dashboard

Technical Challenges & Solutions

The complexity of financial services compliance, particularly KYC/AML automation, was the main challenge. Building a dynamic form builder that could adapt to changing regulatory requirements while maintaining data security required careful architecture. I implemented a flexible rule engine for compliance checks, automated document processing with OCR integration, and comprehensive audit trails to meet regulatory reporting requirements.

Technologies Used

LaravelReactTypeScriptForm BuilderCompliance APIsDocument Processing

Project Information

Category

Fintech

Status

Production

My Role

Full-Stack Developer