Automated Flow

Suggest Edits

The Automated Flow is designed for scenarios where electronic mandate activation is supported and can be completed digitally. Follow these steps to initiate the process:

Check Mandate Eligibility

• Verify if application.portfolio.debitMandate exists.

• Ensure that application.portfolio.debitMandate.status.name is set to PENDING_ACTIVATION.

Electronic Mandate Creation

• If application.portfolio.debitMandate.electronicMandateIsSupported is set to true, the mandate can be created electronically.

Customer Verification

• Redirect the customer to a designated page or screen where they can verify and confirm the mandate electronically.

Request OTP

• Initiate a request for an OTP (One-Time Password) using the requestOtpForMandateActivation function.

Customer OTP Confirmation

• The customer should receive the OTP from their bank.

Validate OTP

• Utilize the validateOtpForMandateActivation function to complete the mandate activation process.

Verification and Completion

• The mandate activation is considered complete once it has been successfully verified and processed electronically.