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SIPLY (Employer Onboarding (Generate Default Configuration (Employee…
SIPLY
Employer Onboarding
Generate Default Configuration
Employee Onboarding
HRMS Integration
GreytHR
Fetch All Employees
Create Default Employee config
Send AOF Link via Email/SMS
Upload Verified AOF & FATCA Form
1 more item...
Manual Upload
Send Upload Result through Email
Send Verification Email
Cron (Everyday @ 10AM)
get all batch with payment status "received"
and batch status "pending"
update batch file with fundsnet
format & update batch
column fundsnet_batch
report batch to fundsnet
change batch status to "submitted"
check batch status after 20 mins
update transaction status
Successful Processed
Send Payout Request to IDFC
IDFC Response with UTR Number
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Send Transaction Processed SMS to User
APP
Login with Mobile Number
Send OTP if Mobile Exists
Verify OTP
Dashboard
Get Total Portfolio / Savings
Change Risk Level
Low Risk
100% Liquid MF
Medium Risk
50% Liquid MF + 50% Equity MF
High Risk
100% Equity MF
Change Contribution
Add Goal
Change Mobile Number
View All Investments
Group By Folio Number & Schem
View Notifications