Digital VaultBranded vaults on web, iOS and AndroidVault Insights AIAsk any vault a questionIntelligent Document ProcessingExtract and act on document dataDocument LakeOne governed home for every documentBulk Document Distribution350,000 files an hourSecure Document ExchangeNo more email attachmentsOnboarding & Account OpeningCollect, sign, fileFutureVault MCPNEWYour AI tools, governedSecurity & TrustSOC 2 Type II, encrypted end to endPlatform overview →
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ONBOARDING AND KYCWhat it is
Identity documents, explained.
Government-issued ID, proof of address and similar documents firms collect to verify a client’s identity under anti-money-laundering rules.
Key fields
What Intelligent Document Processing extracts
Document typeNameDate of birthDocument numberExpiry dateAddress
How IDP works With FutureVault
How FutureVault handles identity documents.
Requested and collectedRequest the Identity documents in one secure checklist, with reminders until it arrives.
Extracted into your systemsIntelligent Document Processing captures the key fields and sends them to your CRM.
Kept current and governedRetention, role-based access controls and an audit trail on every version.
FAQ
Identity documents questions, answered.
When are identity documents due?
At account opening, and when information changes.
Can FutureVault extract data from identity documents?
Yes. Intelligent Document Processing reads identity documents and captures fields such as document type, name, date of birth, with a confidence score on every field and human review for anything uncertain.
How does FutureVault handle identity documents?
Request identity documents in one secure checklist, with reminders until it arrives. Intelligent Document Processing captures the key fields and sends them to your CRM.