octagon-exclamationDocument Requirements

The table below applies to both FIPs and FIUs. Where requirements differ by entity type, this is noted inline.

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Requirement
Status

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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