User Flow

The user flow for the fintech platform builder, from onboarding to launch, can be defined as follows:

1. Onboarding:

   • User Registration: Users sign up for an account on the platform builder by providing their email address and creating a password.

   • Account Verification: Users receive an email with a verification link to confirm their account.

   • Onboarding Wizard: Upon verification, users are guided through an onboarding wizard that explains the platform's features and capabilities.

   • User Profile Setup: Users complete their profile by providing necessary information such as name, company, and contact details.

2. Project Creation:

   • Dashboard: After completing the onboarding process, users are directed to their dashboard.

   • New Project Creation: Users initiate a new project creation process by clicking on the "Create New Project" button.

   • Project Configuration: Users provide project details, including the project name, description, and desired fintech features.

3. Design and Configuration:

   • Component Library: Users access the component library, which includes a range of pre-built components and widgets for fintech platforms.

   • Drag-and-Drop: Users drag and drop components onto the canvas to design the layout and structure of their fintech platform.

   • Component Customization: Users configure the properties, appearance, and behavior of each component through the configuration panel.

   • API Integration: Users integrate external banking APIs by selecting the desired API from a list, configuring authentication details, and mapping data fields.

4. Testing and Refinement:

   • Preview Mode: Users enter a preview mode to review and test the functionality of their fintech platform.

   • Iterative Refinement: Users make adjustments, modify configurations, or add additional components based on their testing experience.

5. Export and Deployment:

   • Code Generation: Users initiate the code generation process to export their custom fintech platform as React code.

   • Code Export Options: Users choose the desired export format, such as a bundled package or downloadable files.

   • Code Download: Users download the generated code, including all necessary dependencies and configurations.

   • Self-Deployment: Users deploy the exported code on their own server or hosting environment, following the provided deployment instructions.

6. Launch and Maintenance:

   • Platform Launch: Users make their fintech platform live by deploying it to a public server or hosting environment.

   • Ongoing Maintenance: Users monitor and maintain their platform, performing updates, bug fixes, and adding new features as needed.

Throughout the user flow, users have access to documentation, tutorials, and support resources to assist them in creating and launching their fintech platform successfully.

It is important to note that the user flow may vary depending on the specific implementation and customization of the fintech platform builder. The above user flow provides a general outline of the key steps and interactions involved in the process.