Lightico Features
Platform (21)
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Custom Branding
Custom branding can be applied through signature process
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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Internationalization
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Performance and Reliability
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Integration APIs
Email Management
Manage, store and organize emails within the system or via third-party apps
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Mobile Access
Access software remotely via mobile devices
Forms Management
Store, manage and track all forms in a centralized location
Contact Management
Manage, organize, and store contact information
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Workflow Management
Create, design and manage workflows for repetitive tasks
Document Management
Store, manage, and track all electronic documents in a centralized location
Contract/License Management
Track, store, and access client contracts or licenses
Renewal Management
Manage and track the renewal process for various services, subscriptions, contracts, or licenses
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Event Management
Schedule and manage the logistics of activities and other gatherings
Marketing Management
Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding
Expiration Management
Track and manage expiration of various items including products, warranties, licenses, and contracts
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Video Management
Store and manage online video content
Signature Process (10)
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Document Signing
Allows signor to easily and intuitively sign documents
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Reminders and Expirations
Reminds signors of documents that are waiting to be signed and document expiration dates
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Sign-In Process
Process of authenticating is secure and seemless
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Mobile Signatures
User can easy send and sign documents on mobile devices
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Signature Workflow
Sendor/Adminstrators can easily set up and track documents through multiple signature steps
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Bulk Digital Signatures
Send documents requiring signature to 1000's of signers at once
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Reporting
Provides standard reports and easy creation of custom reports to manage signature process
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Signature Document Creation
Easy to create signature blocks on all required electronic document types/formats
Multi-Party Signing
Share documents with different users to collect multiple signatures
Electronic Signature
Digitally sign online documents
Security and Scalability (3)
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Regulatory Compliance
Meets required regulartory compliances
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Signature History and Audit
Tracks all document signing history to comply with required regulations
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Enterprise Scalability
Provides features to allow scaling for large organizations
Data Capture (2)
Multi-format Support
Allows the user to process documents in various formats such as PDF, DOCX, and JPEG.
OCR Capabilities
Gives user the ability to convert different types of documents into machine-readable text using Optical Character Recognition (OCR).
Data Extraction (5)
Pattern Detection and Recognition
Filtering incoming messages/alerts and detecting patterns to spot anomalies.
Text Classification
Gives user the ability to categorize sections of text within the document based on preset criteria.
Data Classification
Grouping log entries based on similar attributes.
Voice Recognition
Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking
Optical Character Recognition
Ability to recognize printed or written text within digital images or scanned documents
Data Validation (1)
Accuracy Checking
Provides the user with the capability to validate the extracted data for accuracy.
Workflow Automation (3)
Natural Language Processing
Process and analyze human language in text or audio form
Process Integration
Gives user the ability to connect to automation technology, such as robotic process automation (RPA).
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Document Management (6)
Search Functionality
Enables users to search through the content of processed documents easily.
Version Control
Allows the user to track changes and manage different versions of a document.
Full Text Search
Search for specific words or phrases within a document or database
Semantic Search
Contextual Search
Boolean Search
Capability to use a search engine via operators like AND, NOT, and OR
Machine Learning (1)
Custom Model Training
Gives user the ability to train custom machine learning models for specific data extraction tasks.
Natural Language Processing (4)
Sentiment Analysis
Provides the user with the ability to analyze the sentiment expressed in the textual content of the document.
Text Analysis
Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc
Entity Analysis
Inspect the given text for key elements such as names of people, places and more
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Semantic Analysis (1)
Contextual Understanding
Allows the system to understand the context of words and phrases for better data extraction and classification.
Data Integration (1)
API Support
Provides the user with the ability to integrate the IDP system into other applications through APIs.
Security (2)
Compliance Standards
Assures the user that the system complies with industry regulations like GDPR.
Data Encryption
Ensures that all data processed is encrypted for security.
Agentic AI - Salesforce AppExchange Apps (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Genesys AppFoundry Marketplace (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - E-Signature (8)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Language
Manage and support multiple languages
Identity Verification Functions - Identity Verification (11)
Multi-Method Verification
Supports multi-method identity verification including documents, biometrics, and database cross-checks.
AI Document Check
Performs automated document authentication using OCR and AI/ML.
Biometric Face Match
Conducts biometric face matching (selfie-to-ID verification).
Integration Options
Offers identity verification functionality via API, SDK, or hosted interface.
Workflow Orchestration
Provides configurable identity verification workflows and logic-based orchestration.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Data Verification
Process of checking different types of data for accuracy to avoid errors or inconsistencies
Age Verification
A way for institutions and businesses to check the age of their customers/clients.
Multiple Authentication Methods
Authenticate user identities through different methods such as ID cards, PINs, passwords, RFID, and biometrics
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Risk & Fraud Prevention - Identity Verification (6)
Liveness Detection
Offers liveness detection to prevent spoofing and presentation attacks.
AI Risk Scoring
Generates real-time identity risk scores using AI/ML or rule-based logic.
Document Forensics
Detects fraudulent or tampered documents through forensic analysis.
Fraud Detection
Identify and prevent suspicious activity
Language Detection
Identify different languages
Duplicate Detection
Compare new data with existing records to detect duplicate entries
Compliance & Governance - Identity Verification (6)
Standards Compliance
Supports compliance with NIST Identity Assurance Levels (IAL2, IAL3).
AML/PEP Screening
Integrates AML, PEP, and sanctions list screening into the identity verification process.
Global Coverage
Supports global identity document verification across multiple countries and regions.
AML Compliance
Anti-money laundering compliance helps businesses uncover suspicious financial activity
KYC Compliance
Verify the identity, suitability, and risks involved with maintaining a business relationship
Background Screening
Researching and validating a person's criminal, educational, job or financial records
Additional Functionality (150)
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Forms
Customize contracts and forms to collect specific information
Forms Management
Store, manage and track all forms in a centralized location
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Phonetic Variation Detection
Detects variations in pronunciation or variations in spelling across regions.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Email Management
Manage, store and organize emails within the system or via third-party apps
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Workflow Management
Create, design and manage workflows for repetitive tasks
Electronic Forms
Digital forms that are shared and accessed online
Abbreviation Detection
Automatically comprehend data abbreviation terms
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Multiple Data Sources
Allows users to manage data from a number of sources
Mis-Keyed Variation Detection
Detects when a user has input/keyed data incorrectly
Data Import/Export
Import and export data to and from software applications
Data Replication
Process of copying and storing data in more than one site or node
Document Management
Store, manage, and track all electronic documents in a centralized location
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Customizable Reports
Alter the layout and content of reports
Customizable Branding
Add customized logos and colors to align with company branding
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Electronic Signature
Digitally sign online documents
Data Retrieval
Search and find data in a structured format
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Email Address Extraction
Extract email addresses from multiple data sources
Customizable Fields
Customize data fields to support various needs and use cases
Task Management
Create, manage and track all task activities and progression
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Image Capture
Process images and automatically scan for data
Configurable Workflow
Configure existing workflows to meet your organization's needs
API
Application programming interface that allows for integration with other systems/databases
Data Visualization
Graphical representation of data
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Conditional Logic
Capability of a software or system to make decisions and perform actions based on specified conditions
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Activity Tracking
Track and document all activities across devices, networks, and other systems
Real-Time Updates
Receive system updates as soon as any changes are made
Summarization
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Real-Time Analytics
Analyze and gain insights into data in real-time
Predictive Modeling
Analyzing historical and current data and generating a model to help predict future outcomes.
Data Analysis Tools
Analyze survey results via statistical testing or crosstabs directly within the software
Filtering
Find & retrieve relevant data or documents
Commenting/Notes
Leave comments and notes on documents for others to view
Categorization/Grouping
Organize and group data or items based on various criteria
Data Verification
Process of checking different types of data for accuracy to avoid errors or inconsistencies
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Data Cleansing
Removes data that is incomplete, inaccurate, or irrelevant from a dataset
Topic Clustering
Identify topics to prioritize document research
Multi-Language
Manage and support multiple languages
Language Detection
Identify different languages
Spam Detection
Detect spam, BOT, or invalid email addresses
Predictive Analytics
Predict future data based on historical data sets
Customer Profiles
Record customer information, purchase history, and other notes
Metadata Management
Collect and maintain structured information that describes data or content
Behavioral Analytics
Track and analyse user behavior within a system or network
Optical Character Recognition
Ability to recognize printed or written text within digital images or scanned documents
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Records Management
Ability to record, store, update, and retrieve information
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
User Onboarding
Guide new users to understand and become proficient in using a product or service
Biometrics
Identify or authenticate a person's identity through biological data such as fingerprints or facial patterns.
Predictive Analytics
Predict future data based on historical data sets
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Password Management
Generate and store passwords in an encrypted database and assist in retrieving lost or forgotten passwords
Real-Time Data
Receive data and information in real time
Secure Data Storage
Securely stores data to prevent data loss or breaches
Mobile Access
Access software remotely via mobile devices
Barcode Recognition
The ability to identify a barcode on or within an image or packaging
Video Conferencing
Connect with meeting participants remotely over video
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
API
Application programming interface that allows for integration with other systems/databases
Address Validation
Verifies and confirms the accuracy of an address
ID Scanning
Scan and validate an ID barcode
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Location Tracking
Identify the physical location of an individual, asset, device, etc.
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Risk Management
Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
Workflow Management
Create, design and manage workflows for repetitive tasks
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Consent Management
Manage user consent requests and documents
Customer Data Management
Searchable repository of information about clients
For Financial Institutions
Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies.
Behavior Tracking
Track visitors'/audience's responses across web pages and other optimized content
Blockchain Support
Supports access to crypto blockchains
SDKs
A set of software tools and programs used by developers to create applications for specific platforms
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Geolocation
Determines the location of a device using GPS or an IP address
Multi-Language
Manage and support multiple languages
Scheduling
Plan availability and assign specific time slots for tasks and resources
Authentication
Verify the identity of users/devices to enable secure access
Case Management
Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Lifecycle Management
Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance
Document Management
Store, manage, and track all electronic documents in a centralized location
Forms Management
Store, manage and track all forms in a centralized location
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Authentication
Verify the identity of users/devices to enable secure access
Data Security
Protect sensitive data for digital privacy
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Version Control
Track revisions and updates made to files and navigate between different versions
Single Sign On
Allow users to access multiple services after entering their login credentials once
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Encryption
Convert data into a code for security
Signature Capture
Digitally capture and store a person's handwritten signature
Document Conversion
Convert documents and images into editable file formats
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Team Collaboration
Allow multiple team members to edit and work on the same document
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Status Tracking
Track the status over time for a request, process, asset, or transaction
Customizable Fields
Customize data fields to support various needs and use cases
Searchable Database
A collection of records that can be retrieved based on specific queries
QR Codes
Matrix barcode that stores information
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Multi-Location
Manage and support multiple locations
Real-Time Data
Receive data and information in real time
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Age Verification
A way for institutions and businesses to check the age of their customers/clients.
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Secure Data Storage
Securely stores data to prevent data loss or breaches
Waiver Kiosk
Set up computers on location to help users sign waivers on-site
Data Import/Export
Import and export data to and from software applications
Photo Capture
Capture photos for any type of use case
Conditional Logic
Capability of a software or system to make decisions and perform actions based on specified conditions
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements


