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Transparency
Visibility of each process phase with visualization of the onboarding timeline and update of the institution's registration.
New Participant Onboarding Platform
New Participant Onboarding Platform
New tool will enable entering and updating participant data
B3’s new Participant Onboarding Platform will replace the Document Portal and will bring greater agility and transparency to it systems.
The new tool offers an intuitive and informative interface that will allow institutions to have greater control and autonomy over completing and entering documents, besides monitoring the process status and those responsible for it.
Sign up and follow up the project
Product benefits
Storage
Possibility of attaching agreements and documents in a single tool.
Enhanced UI
Adaptable and intuitive experience for each participant profile.
Further details about the new platform
The new tool will enable greater speed and simplicity of processes
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Process of posting data and documents streamlined.
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Greater speed to authorize participants or carry out registration updates.
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Visibility of order status in real time through the system.
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Implementation of a new technology: OCR – Automated Document Reading will simplify and even eliminate the need to key in data.
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Other teams will be able to interact with processes, bringing predictability, organization and agility.
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Simplificação no processo de envio de informações e documentos.
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Maior velocidade para habilitar o participante ou realizar a atualização cadastral.
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Visibilidade do status dos pedidos em tempo real por meio de sistema.
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Implantação de nova tecnologia: OCR – leitura automatizada de documentos, facilitando muito e até eliminando a necessidade de digitação de informações.
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Outros times conseguirão interagir nos processos, trazendo previsibilidade, organização e agilidade.
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Services available: Listed and OTC onboarding, registration update, access monitoring and investment club registration module
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OCR - AI will read corporate documents and will automatically complete the fields Integration into the Signature Platform – PDSign
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“Cloud-First” based with automated tests
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Flexibility in the order in which the registration form is completed (around 5 steps)
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B3 will point out inconsistent data for correction without the need to cancel the request
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B3’s validation prior to the legal representative’s signature
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Subscriber selection
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Process monitoring workflow
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Automatic warnings and notifications
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Integration with other B3 platforms for data sharing and corporate documents
Timeline
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02/28/2024
Other
Customer Service Announcement #1: reinforcement of the Document Portal shutdown date.
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05/31/2024
Other
Phase 1 - Platform exclusively available for new participants in the listed segment; Project presentation at the Post-Trading Chamber; External Announcement #1: Formal project disclosure and commencement of the testing phase.
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02/28/2025
Webinar
External Announcement #2: Opening to the entire market of the new platform and disclosure of the shutdown date for the Document Portal. Link: https://tvb3.com.br/video/nova-plataforma-de-onboarding/
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06/20/2025
Go-live
Phase 3 - Release of access to the New Platform for all participants.
Technical details
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Catalog changes
No catalog changes
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Main systems
Document Portal.
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Main related functions
Registration Update / New Profile and Participant Onboarding.
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Certification roadmap
No impact
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What is the Sinacor version?
No impact
