{"id":895,"date":"2013-12-10T10:18:59","date_gmt":"2013-12-10T10:18:59","guid":{"rendered":"http:\/\/www.evenlogic.co.uk\/forms\/?page_id=895"},"modified":"2023-06-11T13:17:02","modified_gmt":"2023-06-11T13:17:02","slug":"onboarding-financial-inst","status":"publish","type":"page","link":"https:\/\/www.evenlogic.co.uk\/forms\/projects-customers\/recent-forms-projects\/onboarding-financial-inst","title":{"rendered":"Client onboarding, Financial (Acroforms)"},"content":{"rendered":"

Development of eForms solution using Acroforms for new client on-boarding<\/strong><\/p>\n

Evenlogic recently provided a solution to a major financial organisation to support the onboarding of their new financial trading clients. A set of legal onboarding agreements had already been prepared by lawyers and required a significant amount of client-specific information to be entered by clients. A key requirement was to convert the agreements to electronic forms so that intending new clients could complete and submit them electronically. A further requirement was to develop the necessary server-side functionality.<\/p>\n

It was decided to base the solution on Evenlogic\u2019s PDF eForms technology which uses Acroforms. The static nature and layout of the legal agreements made this a particularly suitable approach rather than an approach based on LiveCycle. The project also had to meet tight deadlines, so an additional requirement was for a low risk solution that could be developed rapidly. This again favoured an eForms\/Acroforms solution. In the event, the solution was developed successfully and deployed on time. It operates as follows:<\/p>\n

A user downloads from a central site copies of the forms that they need to complete and fills them in electronically using Adobe Reader. After successful validation, the user can select a \u2018submit by email\u2019 button on each form and this causes the data to be extracted from the form to a file and for the file to be attached automatically to an email. When the email is sent, server software processes the received email and transfers the data to a SQL Server database for processing. A read-only version of each completed form is then created server-side and emailed back to the user as confirmation of receipt of the submission.<\/p>\n","protected":false},"excerpt":{"rendered":"

Development of eForms solution using Acroforms for new client on-boarding Evenlogic recently provided a solution to a major financial organisation to support the onboarding of their new financial trading clients. A set of legal onboarding agreements had already been prepared by lawyers and required a significant amount of client-specific information to be entered by clients. […]<\/a><\/p>\n","protected":false},"author":3,"featured_media":0,"parent":678,"menu_order":0,"comment_status":"closed","ping_status":"open","template":"","meta":{"footnotes":""},"class_list":["post-895","page","type-page","status-publish","hentry","post-seq-1","post-parity-odd","meta-position-corners","fix"],"_links":{"self":[{"href":"https:\/\/www.evenlogic.co.uk\/forms\/wp-json\/wp\/v2\/pages\/895","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.evenlogic.co.uk\/forms\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.evenlogic.co.uk\/forms\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.evenlogic.co.uk\/forms\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.evenlogic.co.uk\/forms\/wp-json\/wp\/v2\/comments?post=895"}],"version-history":[{"count":37,"href":"https:\/\/www.evenlogic.co.uk\/forms\/wp-json\/wp\/v2\/pages\/895\/revisions"}],"predecessor-version":[{"id":2063,"href":"https:\/\/www.evenlogic.co.uk\/forms\/wp-json\/wp\/v2\/pages\/895\/revisions\/2063"}],"up":[{"embeddable":true,"href":"https:\/\/www.evenlogic.co.uk\/forms\/wp-json\/wp\/v2\/pages\/678"}],"wp:attachment":[{"href":"https:\/\/www.evenlogic.co.uk\/forms\/wp-json\/wp\/v2\/media?parent=895"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}