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.
Retail and business account launch
Typical launch sequence
- Define product and product version
- Configure fees, interest, and eligibility
- Configure documents and disclosures
- Configure mandates and signatory model
- Configure approval profile
- Expose offer to channel set
- Test onboarding, opening, funding, and servicing events
- Activate statements and notification templates
- Reconcile accounting outputs before production
SME variant
For business accounts, add:- legal entity and UBO capture
- mandate structures
- limit rules
- linked overdraft settings
- RM-assisted flows
Key test packs
- same-day account opening
- failed KYC path
- signatory update
- payment awaiting approval
- overdraft utilization
- fee correction
- statement regeneration