PREPROVISION ONBOARDING PROCESS

摘要

Disclosed is a system for onboarding a new customer. The system for onboarding a new customer typically includes a processor, a memory, and a customer onboarding module stored in the memory. The system for onboarding a new customer is typically configured for: creating a first pre-provisioned account, the first pre-provisioned account including generic customer information and account access credentials; storing the first pre-provisioned account in an account database; initiating an onboarding session with a customer; selecting the first pre-provisioned account from the account database; receiving customer-specific information from the customer and replacing generic customer information in the first pre-provisioned account with the customer-specific information; providing the first pre-provisioned account's access credentials to the customer; testing the customer's access to the first pre-provisioned account; determining that the customer successfully accessed the first pre-provisioned account; and based on determining that the customer successfully accessed the first pre-provisioned account, terminating the onboarding session.

主权项

1. A system for onboarding a customer, comprising:
a processor; a memory; a customer onboarding module stored in the memory, executable by the processor and configured for:
creating a first pre-provisioned account, the first pre-provisioned account including generic customer information and account access credentials;storing the first pre-provisioned account in an account database;initiating an onboarding session with a customer;during the onboarding session, selecting the first pre-provisioned account from the account database;during the onboarding session, receiving customer-specific information from the customer and replacing generic customer information in the first pre-provisioned account with the customer-specific information;during the onboarding session, providing the first pre-provisioned account's access credentials to the customer;during the onboarding session, testing the customer's access to the first pre-provisioned account;during the onboarding session, determining that the customer successfully accessed the first pre-provisioned account; andbased on determining that the customer successfully accessed the first pre-provisioned account, terminating the onboarding session.