Phase3 Onboarding new clients without touching the DB

[VarshitaTP]

Phase3 Enhancement document for UserAdmin , UserFrontend , UserBackend

This document is for planned enhancement of UserAdmin , UserFrontend and UserBackend for next 2 weeks.

1. Admin

FAQ

• [x] - Prepare frequently asked questions from clients end

2. Frontend

• [ ] Add user guide for Risk Profile, Margin Distribution, Strategy under RegistrationPage of trademan.ai

• [ ] Add a new field called API_KEY expiry date to the Broker page of trademan.ai

• [x] In dashboard of trademan.ai we need to add Cancel button under edit option.

• [ ] Add +91(without space) as default under phone number field of register page.

• [ ] Under User profile of Admin page RISK PROFILE and MARGIN DISTRIBUTION is not getting updated.[After Edit and Save , getting old data and not the updated one ]

• [ ] While Onboarding, In register page under BROKER there is no field called "Session ID" But in Dashboard page under BROKER there is a field called "Session ID" - Resolve this

• [ ] In Dashboard page after Edit once we click SAVE , add LAZY LOADER for SAVE button.

3. Backend

• [ ] We need to write a script for FIRSTOCK API_KEY expiry remainder.

• [ ] we need to write a script for FIRSTOCK user account auto password change remainder(LOGIN PASSWORD).

[VarshitaTP]

Client Review: Onboarding Process Improvements

FAQ

SACHIN TRADER

Authentication and Verification

• Clarify how users will receive the trademan.ai onboarding invite code/password.
• Email - Any entry with @gmail.com is getting accepted with out cheking the actual existence of the mail id.
• Add phone number verification through OTP or other methods.
• Integrate PAN and Aadhar number verification with DigiLocker.
• Ensure DOB matches the information on the PAN card.
• Auto-capitalize PAN entries regardless of user input case.

User Interface Improvements

• Replace dropdown with checkboxes for Risk Profile selection, including strategy names and explanations.
• Consider renaming "Risk Profile" to avoid negative connotations.
• Improve clarity in Risk Profile and Margin Distribution sections:

1. Consolidate strategy information on a single page
2. Clarify the relationship between strategies and sub-fields

User Experience Enhancements

• Provide Terms and Conditions before account creation.
• Implement a chatbot for user assistance during form completion.
• Add a contact number for direct support.

General Recommendations

• Review and streamline the overall onboarding flow.
• Conduct usability testing to identify and address any remaining pain points.
• Regularly update the onboarding process based on user feedback.

[amolkittur]

@amolkittur Create a new list of task pending for this issue.

[VarshitaTP]

The below are the pending tasks from this issue

Frontend

• [ ] Add user guide for Risk Profile, Margin Distribution, Strategy under RegistrationPage of trademan.ai

• [ ] Add a new field called API_KEY expiry date to the Broker page of trademan.ai

• [ ] Add +91(without space) as default under phone number field of register page.

• [ ] Under User profile of Admin page RISK PROFILE and MARGIN DISTRIBUTION is not getting updated.[After Edit and Save , getting old data and not the updated one ]

• [ ] While Onboarding, In register page under BROKER there is no field called "Session ID" But in Dashboard page under BROKER there is a field called "Session ID" - Resolve this

• [ ] In Dashboard page after Edit once we click SAVE , add LAZY LOADER for SAVE button.

Backend

• [ ] We need to write a script for FIRSTOCK API_KEY expiry remainder.

• [ ] we need to write a script for FIRSTOCK user account auto password change remainder(LOGIN PASSWORD).