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Document Management
Every KYC document, loan agreement, and statutory filing is stored securely with a complete digital lifecycle — upload, verification, viewing, and access logging — so every document access is traceable for audit.
Key Capabilities
- Secure document upload with OCR-powered data extraction
- Document viewer with inline preview
- Access audit log — every view and download is recorded
- Document-linked workflows for KYC verification and loan processing
- Template-based document generation for statements and notices
Compliance Coverage
- Document Access Log — every access traceable to a user and timestamp
- DPDPA 2023 — data retention and erasure controls on stored documents
See Document Management in Action
Book a personalized demo to see how this module works for your NBFC.