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Documentation Index

Fetch the complete documentation index at: https://docs.finpace.tech/llms.txt

Use this file to discover all available pages before exploring further.

Customer interaction and channels

Supported channels

  • mobile banking
  • web banking
  • RM desktop
  • contact-center desktop
  • secure messaging
  • email-assisted service
  • partner-operated assisted channels

Session model

A channel session consolidates:
  • actor identity
  • customer context
  • delegated authority
  • current journey
  • recent account and loan events
  • open service requests
  • risk or challenge state
  • channel capability set

Channel controls

Operations can manage:
  • channel availability windows
  • maintenance windows
  • feature flags
  • high-risk action restrictions
  • jurisdiction-specific channel policies
  • device and authentication policies

Assisted-service continuity

The same business context can move across:
  • self-service
  • RM-assisted flow
  • contact-center flow
  • AI-assisted flow
The session and interaction history preserve continuity across all of them.

Strong authentication

The channel layer supports:
  • MFA
  • device binding
  • step-up challenges
  • delegated approval journeys
  • risk-based challenge flows