DocFox Integration
nCino KYC: FICA/AML onboarding applications, profiles, data requirements, evidence, documents
FICA, KYC & Compliance 31 actions API token
Start automating DocFox
nCino KYC: FICA/AML onboarding applications, profiles, data requirements, evidence, documents
FICA, KYC & Compliance 31 actions API token
Start automating DocFoxDrag any of these 31 actions into a process – no code, no API wrangling.
Accept a piece of evidence. A REGULATED DECISION - route it through a person.
Accept an application. A REGULATED DECISION - route it through a person, not a bot.
Archive an application, with a reason
Mint a short-lived token for downloading one document. Step 1 of 2.
Open a new onboarding application against an entity template
Fetch a document's bytes using a minted token. Step 2 of 2.
Status summary for one application - what is outstanding and what has been accepted
Retrieve one requirement
Document METADATA. The bytes need a token - see Download Document File.
Retrieve one document token
Retrieve one evidence submission
Retrieve one onboarding application
Retrieve one entity template
Retrieve one profile
Retrieve one DocFox user
The same, for an account application rather than a KYC application
What an application still needs. The list a chase-up automation loops over.
Tokens already minted for one document
The files behind one evidence submission
What has been supplied against one requirement
List onboarding applications, newest first. The entry point for every DocFox automation.
The onboarding templates this tenant has - what an application can be opened against
The people and companies attached to one application
DocFox users in this tenant - the people an application can be transferred to
Refuse a piece of evidence, with a reason. A REGULATED DECISION.
Supersede a submission with a corrected one
Hand an application to another DocFox user
Revoke an application's approval, with a reason. A REGULATED DECISION.
Restore an archived application
Write third-party verification data back onto a submission
Attach a file to an evidence submission
DocFox uses aPI token. Save the connection once and reuse it across every process.
Drop DocFox steps onto the process map alongside desktop, browser, Excel and email steps.
Trigger on a schedule, an email, or a file landing in a folder. Credentials stay encrypted and every run is audited.
Because DocFox has an API, Automize talks to it directly in the cloud – no bot needed on a desktop. Where a system has no API, an Automize bot drives its interface instead.
We build one working DocFox automation in your business inside a week, at a fixed price.
