Veridocs Systems - FieldVerif 🌐

Introduction 🚀

FieldVerif is a comprehensive solution designed to streamline and enhance the document verification process for organizations, particularly those engaged in third-party verification in industries such as Banking and Insurance. The application aims to revolutionize the verification process by automating document assignments, field visits, and related processes. With features like geo-tagging, analytics, and tracking, FieldVerif ensures efficient and effective management of customer documentation.

FieldVerifier Mobile App Demo

Veridocs.Mobile.Demo.-.Made.with.Clipchamp.mp4

Admin Panel

High-Level Business Process / Requirements 📊

Current Manual Process 🔄

1. Document Initiation:

   • Clients send documents/details for verification via email/secured application.
   • Agencies download documents/details and initiate verification through WhatsApp.

2. Verification Reporting:

   • Back-end staff takes verbal feedback from field verifiers.
   • Feedback is filled in the Bank’s reporting format and sent back to the client.

Application Requirements 🔧

1. App Activation:

   • App activation through OTP after installation.
   • Admin activation from the Admin panel.

2. Document Assignment:

   • Office Coordinator assigns documents with unique case numbers, client names, and classification options.

3. Case Assignment Tracking:

   • Display assigned cases in the Field Verifier's app.
   • Sort cases in FIFO order.
   • View cases based on date and status (Assigned, In Progress, Submitted, Approved, Reject, Closed).

4. Document Verification:

   • Field verifier can enlarge and verify documents.
   • Capture geo-tagged photographs at two stages: landmark and customer's verification point.

5. Reporting and Signature:

   • Field verifier fills reporting format based on verification type.
   • Capture photographs with geo-tagging.
   • Field verifier adds a signature at the end of the verification process.

6. Case Submission:

   • Field verifier can save and review before submitting to the Office Coordinator.
   • Submission triggers status change to Submitted.

7. Back-End Reporting:

   • Office Coordinator downloads field verifier reports in Excel or Word format.

8. Validation and Manual Reporting:

   • Field verifier report validation.
   • Manual reporting by back-end team.

Future Features 🚀

• Application Form Scan:
  • Scan application forms based on barcode.

Features 🔍

Location and Activity Tracking 📍

• Location-Based Tracking:
  • Real-time tracking of field representatives.
• Activities Tracking:
  • Monitor planned versus completed meetings per representative.

Attendance and Customer Records 📅

• Attendance, Leave, Working Hours:
  • Daily attendance, leave, and working hours tracking.
• Customers Records:
  • Upload customer contacts and track visits and meetings.

Task Assignment and Planning 📅

• Assign Tasks:
  • Create work plans and assign tasks.
• Visit Planning:
  • Allow representatives to plan weekly meetings with auto-approval.

Document Presentation and Verification 📄

• Document Presentation:
  • Present product slides/catalogue/files with live tracking.
• Verification Tracking:
  • Track document open/presentation details.

Reporting and Management 📈

• Powerful Reports:
  • Generate productivity and sales reports.
• Announcements and Product Management:
  • Create announcements and manage product details.

Modules 🔗

1. User (Sales/Medical Reps)
2. Company (Admin)
3. Doctor/Customer (TBD in Future)

User Roles/Groups 👥

1. Representative (Sales/Medical)
2. Manager/Lead (Immediate manager/lead)
3. Admin, Area Lead, City Manager, etc.

Future/Upcoming Features 🚀

• Order Automation, Payment & Collection Automation, Expense Management, Parties Management, Stock Taking, Activities Management, Beat Plan.

Why FieldVerif? 💼

• Employee Location Tracking
• Field Sales Order Reporting
• Stock Level Management
• Streamlined Sales Activities
• Improved Team Collaboration
• Increased Company Revenue

Reduce sales gap and increase sales with FieldVerif! 📊📈