Onboarding Platform

ORIGIN is the digital onboarding platform that goes far beyond being a tool, but is an asset that creates, optimizes, and automates any type of client’s digital journey. As a fully automated platform, ORIGIN helps to enhance customer relationships by automating all stages of the journey. It is a modular solution that can be used for specific journeys to fit any workflow. ORIGIN features pre-integrated capabilities such as identity verification, data capturing, extraction and validation from any ID document, email and phone verification, document generation and template management, e-signing documents, and third-party solutions/device integration, and can be used with any business platforms.   

What ORIGIN Solves

This Qoobiss solution is a no-code platform that allows a company to fully automate and manage operational workflows. It solves different inefficiencies by offering rapid customization of processes like document management, KYC/AML, and onboarding. This is a highly flexible platform that is designed for industries such as banking & finance, insurance, healthcare, energy & utilities, and gambling. Instead of taking months, companies can use ORIGIN to customize and digitalize workflows in just a few days. Across any industry, ORIGIN allows your organization to configure, customize, and manage complex or simple applications without code requirements. Its modular architecture allows you to design tailored workflows that integrate seamlessly with existing processes, whether you use pre-built templates or fully customized configurations.

As a customer onboarding platform, ORIGIN solves many complex problems that are faced by organizations that still rely on manual tasks. It completely replaced any manual task with an automated workflow. Since there is no coding involved, it enables the building of applications without any internal coding teams. ORIGIN also addresses any fragmented processes, allowing the entire client journey to be digitalized within one platform.

Automatic document generation and electronic signatures are available with the platform, and ORIGIN has integrated tools that are used for KYC checks, which is an important process of any customer onboarding platform. The time to onboard is reduced, manual errors are eliminated, and compliance is never a concern when using ORIGIN.

Automating End-to-End Onboarding Journeys

The ORIGIN automated onboarding platform is a complete system that orchestrates all decisions, validations, and workflows. The platform provides AI-driven workflows and document management. With this, organizations or businesses can welcome new clients while reducing manual tasks. Replacing manual tasks enhances efficiency and reduces human errors. 

As the start of every customer journey, onboarding holds great significance. Having a client onboarding automation platform like ORIGIN creates an organized workflow that is easy to manage. Repetitive tasks are automated, so standard onboarding steps no longer need to be performed manually. This platform is suitable for general businesses that need a fast and secure way to acquire clients while remaining compliant. 

How the Onboarding Platform Works

The ORIGIN onboarding platform enables organizations to design, configure, and execute fully automated digital workflows through a no-code orchestration engine. Instead of imposing a fixed onboarding process, ORIGIN allows businesses to model their own customer journeys by combining standard system steps with custom logic and external integrations.

A typical workflow may start with data collection, using configurable forms and web components to capture information such as personal details, contact data, documents, or images. Based on the configured flow, ORIGIN can then orchestrate identity verification, document analysis, contact validation, compliance checks (such as AML or PEP screening), and electronic signing, either through built-in modules or integrated third-party services.

ORIGIN is API-native by design and can seamlessly integrate with existing systems such as core applications, CRMs, ERPs, risk engines, or income verification services. These external systems can be invoked at any stage of the workflow, allowing processes to be paused, resumed, or branched dynamically based on external responses.

Once all required validations and business rules are fulfilled, ORIGIN can automatically generate documents, manage versions, and execute electronic or qualified signatures, completing the process end-to-end. The result is a fully digital, secure, and compliant customer journey, tailored to the organization’s specific requirements and adaptable to any industry or use case.

Key Capabilities

Key solution-level capabilities of the ORIGIN digital onboarding platform allow for the management of data and the automation of workflows. Some of the key capabilities include:

• No-Code Automation – Businesses can create, modify, and customize digital workflows with no need for code.

• Digital Transformation – ORIGIN comes with built-in KYC and AML check capabilities and data extraction.

• Customization – Businesses can use interfaces to customize the automated onboarding platform to meet branding standards.

• Integration – The system connects to external systems via API integrations.

• Signature and Document Management – Automatically create documents and manage the electronic signing of such documents.

In addition, modular onboarding flows guide new customers by providing tailored content in distinct modules. The platform provides the ability to set user-defined rules and workflows. This allows for systems to change behavior when needed. With automatic data validation, users can identify any inaccuracies or incorrect formats when data is entered into the system. ORIGIN is a single, unified system that can manage the entire client digital journey, eliminating manual intervention so that consistency is ensured.

Enterprise & Regulated Industry Use Cases

For companies that require strict regulatory compliance or need fast and secure customer onboarding, ORIGIN provides significant benefits. It can be used across multiple industries to reduce paperwork, enhance efficiency, and help with compliance tracking. The platform can effectively be used in the following regulated industries:

• Financial Services & Lending – With this onboarding platform, financial services benefit from risk management and strict compliance. ORIGIN also ensures that all sensitive data is handled securely.  

• Insurance – Transforms the slower manual process into a fast digital experience to improve efficiency and lower operational costs. 

• Telecom & Utilities – Automates subscriber and customer onboarding journeys, consent collection, and compliance checks while reducing manual effort and speeding up activation.

• Healthcare – Supports compliant onboarding journeys for patients, providers, or partners by automating data capture, identity checks, consent, and document workflows, keeping records audit-ready.

• Marketplaces and Vendors – Marketplaces benefit from enhanced KYC/AML compliance, improved data accuracy, and an automated, user-friendly registration process with an online onboarding platform.

As a scalable solution, ORIGIN is an enterprise onboarding platform that integrates with external applications to handle the collection of documents and to ensure regulatory compliance. Enterprise platforms are beneficial for businesses with a high volume of new customers or partners. The modular platform ensures it can easily be scaled to evolve with any business.

ORIGIN in the Qoobiss Ecosystem

ORIGIN is the core platform of Qoobiss, and it is an orchestration layer that automates any complex workflow. This platform is integrated with ONTRACE, the identity verification solution, to automate user onboarding. ORIGIN also works seamlessly when integrated with OMNICHECK to ensure AML and KYC compliance to deliver security and risk management. 

ORIGIN has been built to support the integration of third-party databases and external modules capabilities, including: integration of third parties for identification, queries of external databases (ANAF, Credit Bureau), integration with external devices (ID scanners, medical devices), and integration with other plugins via API. ORIGIN also makes use of AES or QES so that users can electronically sign documents to complete the onboarding process and have their identity verified.

Request an ORIGIN demo to see how you can save time and money when onboarding with no need for any coding!