Getting Started with Tasks

The banclo task registry can be accessed through the settings screen by clicking Settings > Task Registry then clicking Add New Task Here you can create and assign tasks for both clients as well as internal employees to execute in order to progress the application.

There are 2 kinds of tasks:

Upload Task

This task type requires the inputter to provide a document such as a payslip/FS3 that is uploaded through the banclo module for review by the bank.

Form Task

This task type requires the inputter to enter specific information to satisfy the needs of the task such as KYC forms which require information specific to the client. Form tasks are generated utilising a JSON schema https://json-schema.org/ , a vocabulary which indicates what datapoints are needed and any basic validation.

Additionally you now also the option to upload a previously paper or PDF based document into banclo and our AI module will construct a digital form for the client to populate, please see Generating Tasks from Existing Forms.

Task Security Features

Banclo provides advanced security features to control task visibility and protect sensitive information:

• Task Visibility - Control whether tasks are visible to clients or kept internal to the bank
• Task Sensitivity - Mark tasks containing confidential data to enable audit logging and access controls

For detailed information on these security features, see Task Visibility and Sensitivity.