SMB DAO Overview

   SpringboardThis topic is related to Springboard. |   Form Builder |  SMB DAO 1.4 This feature was updated in SMB DAO 1.4.

The Small Business Springboard solution for US Deposit Account Opening, Springboard SMB DAODeposit Account Opening ( DAO). DAO bank forms allow users to open Checking, Savings and Money Market Accounts. for short, allows users to open Checking and/or Savings Business Accounts. In short, it is a ready-to-use solution to enable onboardingThe steps required to get a new customer integrated into a new program. These steps may vary business to business. of new and existing customers for US Direct Deposit Accounts (DDAsDirect Deposit Account (DDA) is simply a checking or savings account which offers the ability to send and receive funds electronically.). Springboard is a starting point for customer specific DAO projects, which requires significantly less development than a typical Journey project.

This is achieved by pre-building most of the typical components, required to support US DAO solutions on Journey Manager, such as:

• Maestro template and forms.
• Transact Functions including third-party integration.
• Standard workflows and collaboration jobs to support manual review and approval activities.

For more information on each of the components supplied with the solution, see components.

Areas of Value

Springboard provides value to Client Services teams and our clients in several ways:

• Offers our clients a vision of what a good DAODeposit Account Opening ( DAO). DAO bank forms allow users to open Checking, Savings and Money Market Accounts. solution should look like.
• Offers our clients a head start on developing a custom DAO solution by leveraging our base Springboard solution.
• Serves as Temenos’ current reference architecture for a Journey Manager / Journey Maestro DAO solution.
• Offers Client Services teams a framework for implementing a custom DAO solution.

SMB DAO User Interface

For more information, see SMB DAO user interface.

Prerequisites

To start using Springboard and get the most out of it, you need to be familiar with:

• The Temenos Journey Manager platform
• Journey Manager's services
• Maestro
• Narratives
• SCM
• Git
• Workspaces
• Analytics

Information is available on these subjects and more in this documentation and on the TJM resources website. We also offer online courses and instructor-led training on developing Temenos Journey Manager platform solutions.

What Remains to Be Done

While large portions of the solution are pre-built there is still work required for every customer specific implementation. Typically, the bulk of the work for a client should be focused into three main areas:

• Configurations and Setup - such as style and brand, labels, configurable options, deploying and testing components, testing integrations, etc.
• Core Banking Integration - to support account and customer creation, as well as other critical onboarding activities
• Customization - which includes specific modifications to the project scope, which have been added to the project SOW or via CRs

Next, learn about SMB DAO architecture.