Document Requirements
The table below applies to both FIPs and FIUs. Where requirements differ by entity type, this is noted inline.
1
Certificate of Registration (COR)
Mandatory
2
JSON file (template attached below)
Mandatory
3
Customer journey demo — video, screenshots, or walkthrough (FIU only. Not required for FIP onboarding.)
Mandatory
4
Customer Experience Guidelines checklist (template attached below) (FIPs: complete only the sections marked for FIP.)
Mandatory
5
Legal Adherence Guidelines checklist (template attached below) (FIPs: complete only the sections marked for FIP.)
Mandatory
6
Certificate of Testing (FIU: if testing is pending, confirm expected submission date — onboarding will not be put on hold.)
Mandatory
7
Name of associated AA(s) — mention name and tag in email
Mandatory
8
Name of associated TSP — mention name and tag in email
Mandatory
9
Organisation status with Sahamati — New or Existing
Mandatory
10
Sahamati Membership ID (if applicable)
Mandatory (Members only)
11
AA Program SPOC details — name, email, mobile, designation
Mandatory
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