Client storyBack-office & KYC Operations · Paytm
Connecting KYC collection with digital processing
A coordinated workflow for customer verification, document capture and record storage.
Results reported by SoftAge
Figures relate to this published project. Read the original SoftAge case study ↗
Supporting a digital payments business
Paytm’s wallet services required customer verification across dispersed locations. The assignment connected field activity with the processing and storage of KYC records.
Project overview
SoftAge supported Paytm’s wallet-upgrade initiative through its Pehchaan solution, linking field collection with scanning, data entry and document warehousing.
The challenge
Reaching customers across dispersed locations required coordinated appointments, verification equipment and careful handling of both paper and digital records.
How SoftAge approached it
- 01
Coordinate collection
Pehchaan organized requirements by pin code and assigned customer appointments.
- 02
Verify and capture
Field executives collected and verified KYC documents; scanned records supported data entry.
- 03
Manage the records
Physical forms were stored in SoftAge warehouses alongside the digital processing workflow.
From appointments to processed records
Pehchaan grouped requirements by pin code and helped assign visits. Collection, verification, scanning and data entry formed a connected process, supported by warehousing for the original forms.
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