Streamlining MU Onboarding process


  • Auto assignment of card between Tanweer and Ouzaïma to prevent delay and any miss on follow ups

  • Sales to understand and choose the correct product on the form so that proper sync is done at once. Integration type is often missed hence we need to do additional steps on Dashboard

  • Manual contract - details incomplete on card

  • Contract is not triggered once we move to the phase ‘Awaiting Signed Contract’. Currently we need to move the card from ‘Awaiting signed contract’ to ‘Check test’ phase and move back to ‘Awaiting signed contract’ phase

  • FICA requirements for MU

  • Create MPGS settings + Set up in Console and BIP updates - these details are currently in waiting for bank creds phase -these should be in sync to console phase