What is the bank identity?
The bank identity is a project of Czech banks under the umbrella of the Czech Banking Association, which aims to make the most of the advanced capabilities of banks in verifying your identity. If you wish, the banks provide this information to third parties - public administration and commercial entities.
Main benefit
Signi users do not have to do anything extra to use the bank identity function. There is no need to integrate anything, everything work within a few moments. Documents for signing are sent from Signi, just as before. In addition to verifying their identity through 2-factor email and biometric signing, signers will also have another option of how to verify and sign via their bank identity.
How identification works - step by step
1. FOR THE PROPOSER
a) After uploading the document and specifying the counterparty, select BankID from the "Verification and other" menu:
b) Proceed to the content of the document, where you will enter the signature fields and submit. At this point, a notification will be sent to those signers for whom identification is required.
2. FOR THE VERIFIED COUNTERPARTY
When you receive the notification email, click on the To identification link:
Identification process
a) Once redirected, you will be asked to select a bank to verify your identity.
b) Once you have selected your bank, you will be presented with a form to fill in your bank login details.
c) After entering your details, you will be asked to confirm your login in your mobile app.
d) After confirmation, you agree to the transfer of personal data (optional).
g) After confirmation, an automated email will be sent to the Proposer who will review your BankID verification and approve or reject it.
3. FOR THE PROPOSER AFTER IDENTIFICATION
a) When the notification email arrives, continue by clicking View identification result, or view the document in the application and select Identification on the left under the document title.
b) Once all identification data is displayed, you have the option to approve or reject the identification.
In case of rejection, please provide a reason, which will then be sent with a notification to the email of the verified counterparty, who will also be asked to correct / complete the information you requested.
If approved, you will be asked to sign and then send the document to the already successfully verified counterparty for signature.