Overview
If a new user finished onboarding, SaFi would send the required data to Atome who will create a new Atome account or match the user to an existing Atome account. This Atome account will then be associated with the Atome plugin in SaFi app.
Scope of the epic
Send necessary onboarding data (5. create Atome account here) to Atome at the right time, using their API.
Feed FE if Atome declines the binding process. (Related FE work covered here).
Extend the Master Agreement to include necessary terms and conditions for this cooperation.
Business requirements
Flows and API descriptions: https://advancegroup.larksuite.com/docx/doxusFlNYFStjdENaglxBRRc3Jb
SaFi collects the following data during the onboarding process: https://safibank.atlassian.net/wiki/spaces/ITArch/pages/4849684/Onboarding+Client+data
Atome will use the data to
create new accounts for new users
verify and match existing accounts for users
do account deduplication
Atome confirmed that no additional data needs to be collected for onboarding a SaFI customer