In scope for this document:
- Overall high-level system architecture and system context.
- Logical architecture for core services:
- Digital Onboarding & KYC/AML
- Customer Community Management
- Treasury Management (Ledger Management)
- Account Opening & Management
- Goal & Personal savings
- Advisory & recommendations (Lead Generation)
- Dashboard Management, Configuration, and Analytics
- High-level models and main flows.
- Identify Integration areas with the bank
Future Discussions Scope:
- Customer Experience – detailed UI style guides with all flows.
- Detailed Technical documentation for the integration
- Data sharing – detailed data schema.
- Technical Insights on Security, performance, scalability, Error handling, and logging approaches.
- Go to Market Strategy & Plan.
- Compliance Requirements
- Platform Operation and Support
- Business Insights Design
