1. Golden Gate app : Existing functionalities
App overview
Golden Gate app : Existing functionalities A B
App overview
App Usage 1 1
Log in
Merchant enrolment 2
KYC of an existing customer 2
Home i
Manual KYC 3
Profile ii
E KYC with registered devices
iii 4
Password reset
Re KYC with registered devices 3
QR code activation 4
100k Merchant enrolment

2. How to log in to your GG App?1
App overview
Login
How to log in to your GG App? 1
Enter Paytm registered mobile number & password 1 2
Allow when permission asked for 2 3
Click on Login 3

3. How does my home page look?2
App overview
Home
How does my home page look? 1
Tasks accessible are highlighted and appear in the front 1 2 2
Tasks not available to the agent basis permission are greyed out 3 5
Open tasks for an agent are visible in the 3 tabs – Active, Submitted & Rejected 3 4
Pull down to refresh each section. Click on OK Got It to hide the notification. 4 5
Active tab shows a list of and number of open tasks.

4. My tasks in Home Page Tap on the lead to proceed with the application2
App overview
Home
My tasks in Home Page 1
Tap on the lead to proceed with the application
Submitted tab shows a list of tasks pending backend verification 2 2 3 4 3
Rejected tab shows a list of rejected tasks 1 4
No of pending cases in each tab is also visible to the agent

5. Features in Profile Section3
App overview
Profile
Features in Profile Section 1 2 1
Click on Options to view your profile section 2
Profile details of the user logged in can be seen 3
Click on sign out to log out from the application 3

6. Features in Profile Section - Dashboard3
App overview
Profile i
Dashboard
Features in Profile Section - Dashboard 3 1
Click on Dashboard on the profile section 1
Dashboard shows a list of successfully completed task for a time period 2 2 3
Click on the section to change the time frame 4 4
Click on proceed to view the dashboard for that time frame.

7. Training/Troubleshooting Guide3
App overview
Profile ii
Training/Troubleshooting Guide
Features in Profile Section- Training/Troubleshooting Guide 1 1
Click on Options to view your profile section 3 2 2
Click on training/ troubleshooting guide 3
Training/ Troubleshooting guide will open up.

8. Features in Profile Section – Choose Language3
App overview
Profile
iii
Choose Language
Features in Profile Section – Choose Language
Click on choose language option in profile 1 3 2 2
Tick mark shows the current language 3
Click on the language you want to choose. The tick will move to that language. 1 4
Click on Continue. The language will change to the selected language 4

9. Features in Profile Section – Help & FAQ / Contact Us3
App overview
Profile iv
Help & FAQ / Contact Us
Features in Profile Section – Help & FAQ / Contact Us 1
Click Help & FAQ in profile 2
Help & FAQ Page will open 1 3
Click on contact us. Dialer will open with number to merchant helpdesk

10. Golden Gate app : Existing functionalities
App overview
Golden Gate app : Existing functionalities A B
App overview
App Usage 1
Log in 1
Merchant Signup(25k limit) 2 2
KYC of an existing customer
Home i
Manual KYC 3
Profile ii
E KYC with registered devices 4 ii
Password reset
Re KYC with registered devices 3
QR code activation 4
100k Merchant enrolment

11. e-KYC with registered devicesB
App Usage 2b
e-KYC with registered devices i
Sign-Up
DISCLAIMERS: e-KYC with registered Devices
 Ekyc and rekyc flows will work on GG app v with Mantratech,Startek , cogent and Morpho till 30th September only. According to UIDAI circular, non registered devices will not be supported after 30th September,2017 (GG app v work with Non registered devices).
In case there is an extension for support of  non registered devices after 30th September,2017 , the same will be informed to all stakeholders.
All devices procured by paytm will be whitelisted by 30th September,2017. Devices procured from open market/ directly from vendor will need to be whitelisted if not done already.
GG app v2.6 is compatible with Mantratech, Startek and Morpho devices only. Cogent is not supported on v2.6

12. e-KYC with registered devicesB
App Usage 2b
e-KYC with registered devices i
Sign-Up
Download Links : Registered Devices
Mantra RD service app :
Mantra Client Management App:
Morpho RD service app:
Startek RD service app:
Also, download instructions are available further in the presentation for each device vendors separately.
Please refer “How to do e-KYC with registered devices” section for further details.
ANDROID VERSION
Mantra RD service
Morpho RD Service
Startek RD service 7
YES 6 5 4
Compatibility chart

13. e-KYC with registered devicesB
App Usage 2b
e-KYC with registered devices i
Device support
e-KYC Devices
Morpho
Mantra-tech (Unlocked)
Supports Android v4.0 – 7x
Phone should have min battery level of 20%
Phone with OTG support
Supports Android v4.2.2 – 7x
Phone should have min battery level of 15%
Phone with OTG support
Make sure you take OTG micro-USB connector along with device

14. e-KYC with registered devicesB
App Usage 2b
e-KYC with registered devices i
Device support
e-KYC Devices
Startek
Supports Android v4.2.2 – 7x
Phone should have min battery level of 15%
Phone with OTG support
Make sure you take OTG micro-USB connector along with device

15. e-KYC with registered devicesB
App Usage 2b
e-KYC with registered devices i
Sign-up
e-KYC Devices – OTG Support
1. Check Mobile Specifications Online
2. Install OTG? app
Example: check your mobile specifications on GSM arena. Typically if OTG support is available, it is called out explicitly.

16. e-KYC with registered devicesB
App Usage 2b
e-KYC with registered devices i
Sign up
How to do e-KYC with registered devices 2 1
Click on Customer KYC icon on start new task bar at the top 1 2
Enter customer’s mobile number 3
Click on Proceed 3
An agent with e-KYC permission can still do Manual KYC if customer doesn’t have Aadhar or finger print scanner is damaged / unavailable

17. e-KYC with registered devicesB
App Usage 2b
e-KYC with registered devices ii
Terms and conditions
How to do e-KYC with registered devices 4
Scroll down the Terms & Conditions section 4 7 5
Click on Accept option at the end 6 6
Paytm Code will be sent to customer’s mobile number 5 7
Enter Paytm Code and click on Confirm
Paytm Code is sent to Customer’s mobile
What should you do if Paytm code is not received on Customer’s mobile?

18. What should you do if Paytm code is not received on Customer’s mobile?
Click on Pay option on Paytm App home screen 2
Click on See Instant Paytm Payment OTP 3
Use Instant Paytm Payment OTP instead of Paytm Code 1

19. Error at the time of OTP validation
This error will show up for BF agents if they attempt to process KYC for a customer whose intent has not been captured previously 1 2
Process to capture intent has been explained in next slide

20. How to do e-KYC with registered devices - MANTRAB
App Usage 2b
e-KYC with registered devices
iii
Enter Aadhaar
How to do e-KYC with registered devices - MANTRA

21. How to do e-KYC with registered devices - MANTRAB
App Usage 2b
e-KYC with registered devices
iii
Enter Aadhaar
How to do e-KYC with registered devices - MANTRA 9
Click on the new lead created 9 10 10
Enter Customer’s Aadhaar number 11 11
Click on Proceed

22. How to do e-KYC: If registered device is MantraB iv
App Usage 2b
e-KYC with registered devices
Fingerprint
How to do e-KYC: If registered device is Mantra 12
Connect biometric
device, a pop-up will
Come up 12 13
Click on Continue , it redirects you to playstore 14 13
Click on install to install the mantra RD app 14
For first time users, pop up comes up which redirects to Playstore

23. How to do e-KYC: If registered device is MantraB iv
App Usage 2b
e-KYC with registered devices
Fingerprint
How to do e-KYC: If registered device is Mantra 16 15
Accept all terms and conditions and install the Mantra RD service app 15 16
After installation, exit the play store and go back to the GG app 17
Click on activate sensor 17
For first time users only

24. How to do e-KYC: If registered device is MantraB iv
App Usage 2b
e-KYC with registered devices
Fingerprint
How to do e-KYC: If registered device is Mantra 18
A pop-up comes up after
Clicking activate sensor.
Press OK to
proceed 19
Click install to download the Mantra Client Management app 20 19
Download/install the Mantra Client services app 20 18
For first time users only

25. How to do e-KYC: If registered device is MantraB
App Usage 2b iv
e-KYC with registered devices
Fingerprint
How to do e-KYC: If registered device is Mantra 21 21
After installation, exit the
Playstore to go back to the
GG app 22
Click on activate sensor
Mantra management client pop up comes up 23 22
For first time users only

26. How to do e-KYC: If registered device is MantraB 2b iv
App Usage
e-KYC with registered devices
Fingerprint
How to do e-KYC: If registered device is Mantra 24
Check the “Use by default…” option 24 25
Click on OK to allow the device 25
In case sensor does not flash light after activating sensor then connect sensor again

27. How to do e-KYC: If registered device is MantraB iv
App Usage 2b
e-KYC with registered devices
Fingerprint
How to do e-KYC: If registered device is Mantra
Please wait for the device to initialize. You will get a message “Device is ready to be used”. You may use the device to scan the fingerprint now.
In case sensor does not flash light after activating sensor then connect sensor again

28. How to do e-KYC: If registered device is MantraB
App Usage 2b
e-KYC with registered devices v
Fingerprint
How to do e-KYC: If registered device is Mantra 26
Ask the customer to place index finger on the scanner 26 27 27
If the finger print is captured correctly you will see this on screen
In case you get an error try 1. Cleaning the sensor 2. Try scanning different finger 3. Cross check Aadhar number

29. How to do e-KYC: If registered device is MantraB
App Usage 2b
e-KYC with registered devices vi
Aadhaar Details
How to do e-KYC: If registered device is Mantra 28 28
Cross check the information with the customer 29
If details are correct click on Confirm button 29

30. How to do e-KYC: If registered device is MantraB
App Usage 2b
e-KYC with registered devices
vii
Additional Details
How to do e-KYC: If registered device is Mantra 31 30 30
Click on the appropriate options 31
Enter the correspondence address

31. How to do e-KYC: If registered device is MantraB
App Usage 2b
e-KYC with registered devices
viii
Additional Details
How to do e-KYC: If registered device is Mantra 32 32
Select No if customer doesn’t have PAN card

32. How to do e-KYC: If registered device is MantraB
App Usage 2b
e-KYC with registered devices ix
Additional Details
How to do e-KYC: If registered device is Mantra 33
Enter annual Agricultural income of customer in Rupees. Maximum limit is Rs. 1,00,00,00,000. 34
Enter annual non-agricultural income of customer in Rupees. Maximum limit is Rs. 2,50,000. 33 34 35
Click on Next 35

33. How to do e-KYC (if you are a BC agent)
App Usage 2b
e-KYC with registered devices x
Nominee Details
How to do e-KYC (if you are a BC agent) 1 2 1
Click on the appropriate options 2
Enter the nominee details
This will only be visible to BC Agents

34. How to do e-KYC: If registered device is MantraB
App Usage 2b
e-KYC with registered devices xi
Biometric Authentication
How to do e-KYC: If registered device is Mantra 36
Ask the customer to place index finger on the scanner 37
If the finger print is captured correctly you will see this on screen 37 36
In case you get an error try 1. Cleaning the sensor 2. Try scanning different finger

35. How to do e-KYC with registered devices- MORPHOB
App Usage 2b
e-KYC with registered devices
iii
Enter Aadhaar
How to do e-KYC with registered devices- MORPHO

36. How to do e-KYC with registered devices- MorphoB
App Usage 2b
e-KYC with registered devices
iii
Enter Aadhaar
How to do e-KYC with registered devices- Morpho 9
Click on the new lead created 9 10 10
Enter Customer’s Aadhaar number 11 11
Click on Proceed

37. How to do e-KYC: If registered device is MorphoB
App Usage 2b iv
e-KYC with registered devices
Fingerprint
How to do e-KYC: If registered device is Morpho 12
Connect biometric
device, a pop-up will
Come up 13
Click on Continue , it redirects you to playstore 13 14
Click on install to install the morpho RD app 14
For first time users, pop up comes up which redirects to Playstore

38. How to do e-KYC: If registered device is MorphoB
App Usage 2b iv
e-KYC with registered devices
Fingerprint
How to do e-KYC: If registered device is Morpho 16 15
Accept all terms and conditions and install the Morpho RD service app 16
After installation, exit the play store and go back to the GG app 17
Click on activate sensor 17
For first time users only

39. How to do e-KYC: If registered device is MorphoB 2b iv
App Usage
e-KYC with registered devices
Fingerprint
How to do e-KYC: If registered device is Morpho 18 18
Morpho SCL RDService pop up comes up 19 19
Check the “Use by default…” option 21 20
Click on OK to allow the device 20 21
Please wait for the device to register
In case sensor does not flash light after activating sensor then connect sensor again
In case you get an error try 1. Cleaning the sensor 2. Try scanning different finger 3. Cross check Aadhar number

40. How to do e-KYC: If registered device is MorphoB
App Usage 2b iv
e-KYC with registered devices
Fingerprint
How to do e-KYC: If registered device is Morpho 23 22
You will get a message “ Your device is ready to use” 23
Place finger to proceed with eKYC 22
In case sensor does not flash light after activating sensor then connect sensor again

41. How to do e-KYC: If registered device is MorphoB
App Usage 2b
e-KYC with registered devices vi
Aadhaar Details
How to do e-KYC: If registered device is Morpho 24 24
Cross check the information with the customer 25
If details are correct click on Confirm button 25

42. How to do e-KYC: If registered device is MorphoB
App Usage 2b
e-KYC with registered devices
vii
Additional Details
How to do e-KYC: If registered device is Morpho 27 26 26
Click on the appropriate options 27
Enter the correspondence address

43. How to do e-KYC: If registered device is MorphoB
App Usage 2b
e-KYC with registered devices
viii
Additional Details
How to do e-KYC: If registered device is Morpho 28 28
Select No if customer doesn’t have PAN card

44. How to do e-KYC: If registered device is MorphoB
App Usage 2b
e-KYC with registered devices ix
Additional Details
How to do e-KYC: If registered device is Morpho 29
Enter annual Agricultural income of customer in Rupees. Maximum limit is Rs. 1,00,00,00,000. 30
Enter annual non-agricultural income of customer in Rupees. Maximum limit is Rs. 2,50,000. 29 30 31
Click on Next 31

45. How to do e-KYC (if you are a BC agent)
App Usage 2b
e-KYC with registered devices x
Nominee Details
How to do e-KYC (if you are a BC agent) 1 2 1
Click on the appropriate options 2
Enter the nominee details
This will only be visible to BC Agents

46. How to do e-KYC: If registered device is MorphoB
App Usage 2b
e-KYC with registered devices xi
Biometric Authentication
How to do e-KYC: If registered device is Morpho 32
Ask the customer to place index finger on the scanner 33
If the finger print is captured correctly you will see this on screen 33 32
In case you get an error try 1. Cleaning the sensor 2. Try scanning different finger

47. How to do e-KYC with registered devices- StartekB
App Usage 2b
e-KYC with registered devices
iii
Enter Aadhaar
How to do e-KYC with registered devices- Startek

48. How to do e-KYC: If registered device is startekB
App Usage 2b
e-KYC with registered devices
iii
Enter Aadhaar
How to do e-KYC: If registered device is startek 9
Click on the new lead created 9 10 10
Enter Customer’s Aadhaar number 11 11
Click on Proceed

49. How to do e-KYC: If registered device is startekB iv
App Usage 2b
e-KYC with registered devices
Fingerprint
How to do e-KYC: If registered device is startek 12
Connect biometric
device, a pop-up will
Come up 13
Click on Continue , it redirects you to playstore 12 14 13 14
Click on install to install the startek app 14
For first time users, pop up comes up which redirects to Playstore

50. How to do e-KYC: If registered device is startekB iv
App Usage 2b
e-KYC with registered devices
Fingerprint
How to do e-KYC: If registered device is startek 16 15
Accept all terms and conditions and install the startek service app 15 16
After installation, exit the play store and go back to the GG app 17
Click on activate sensor 17
For first time users only

51. How to do e-KYC: If registered device is startekB iv
App Usage 2b
e-KYC with registered devices
Fingerprint
How to do e-KYC: If registered device is startek 18
Click on ok button to
Proceed with the application 19
Click on activate sensor 18 19
For first time users only

52. How to do e-KYC: If registered device is startekB
App Usage 2b
e-KYC with registered devices v
Fingerprint
How to do e-KYC: If registered device is startek 20
Ask the customer to place index finger on the scanner 20 21 21
If the finger print is captured correctly you will see this on screen
In case you get an error try 1. Cleaning the sensor 2. Try scanning different finger 3. Cross check Aadhar number

53. How to do e-KYC: If registered device is startekB
App Usage 2b
e-KYC with registered devices vi
Aadhaar Details
How to do e-KYC: If registered device is startek 22 22
Cross check the information with the customer 23
If details are correct click on Confirm button 23

54. How to do e-KYC: If registered device is startekB
App Usage 2b
e-KYC with registered devices
vii
Additional Details
How to do e-KYC: If registered device is startek 25 24 24
Click on the appropriate options 25
Enter the correspondence address

55. How to do e-KYC: If registered device is startekB
App Usage 2b
e-KYC with registered devices
viii
Additional Details
How to do e-KYC: If registered device is startek 26 26
Select No if customer doesn’t have PAN card

56. How to do e-KYC: If registered device is startekB
App Usage 2b
e-KYC with registered devices ix
Additional Details
How to do e-KYC: If registered device is startek 27
Enter annual Agricultural income of customer in Rupees. Maximum limit is Rs. 1,00,00,00,000. 28
Enter annual non-agricultural income of customer in Rupees. Maximum limit is Rs. 2,50,000. 27 28 29
Click on Next 29

57. How to do e-KYC (if you are a BC agent)
App Usage 2b
e-KYC with registered devices x
Nominee Details
How to do e-KYC (if you are a BC agent) 1 2 1
Click on the appropriate options 2
Enter the nominee details
This will only be visible to BC Agents

58. How to do e-KYC: If registered device is startekB
App Usage 2b
e-KYC with registered devices xi
Biometric Authentication
How to do e-KYC: If registered device is startek 26
Ask the customer to place index finger on the scanner 27
If the finger print is captured correctly you will see this on screen 27 26
In case you get an error try 1. Cleaning the sensor 2. Try scanning different finger

59. Golden Gate app : Existing functionalities
App overview
Golden Gate app : Existing functionalities A B
App overview
App Usage 1 1
Log in
Merchant Signup 2 2
Home
KYC of an existing customer i
Manual KYC 3
Profile ii
E KYC with registered devices 4 ii
Password reset
Re-KYC with registered devices 3
QR code activation 4
100k Merchant enrolment

60. How to do Re-KYC: Using registered DevicesB
App Usage 2c
Re- KYC i
Sign up
How to do Re-KYC: Using registered Devices 2 1
Click on Customer KYC icon on start new task bar at the top 1 2
Enter customer’s mobile number 3
Click on Proceed 3
It is mandatory for the merchant to have a Paytm wallet in order to be onboarded

61. How to do Re-KYC: Using registered DevicesB
App Usage 2a
Manual KYC ii
Terms and conditions
How to do Re-KYC: Using registered Devices 4
Scroll down the Terms & Conditions section 4 7 5
Click on Accept option at the end 6 6
Paytm Code will be sent to customer’s mobile number 5 7
Enter Paytm Code and click on Confirm
Paytm Code is sent to Merchant’s mobile
What should you do if Paytm code is not received on Customer’s mobile?

62. What should you do if Paytm code is not received on Customer’s mobile?
Click on Pay option on Paytm App home screen 2
Click on See Instant Paytm Payment OTP 3
Use Instant Paytm Payment OTP instead of Paytm Code 1

63. Error at the time of OTP validation
This error will show up for BF agents if they attempt to process KYC for a customer whose intent has not been captured previously 1 2
Process to capture intent has been explained in next slide

64. How to do Re-KYC: Using registered DevicesB 2c iv
App Usage
Re-KYC
Fingerprint
How to do Re-KYC: Using registered Devices 9 9 9 8
MANTRA
MORPHO
STARTEK
Based on what device is connected you will see the above screens

65. How to do Re-KYC: Using registered DevicesB
App Usage 2c iv
Re-KYC
Fingerprint
How to do Re-KYC: Using registered Devices 8
Click on Authenticate
If the Device is being connected for the first time with registered devices, then
Please install RD app from Playstore
Each vendor has their own RD app
Please see “ how to do eKYC with registered devices” section for more details on installation of these apps
You will be able to find detailed installation steps for each device vendor ( mantra, morpho, startek) there 9
Place index finger on scanner 10
On successful scan, you will see this message 10
The customer will receive a SMS indicating that their wallet has been upgraded
In case sensor does not flash light after activating sensor then connect sensor again

66. commonly encountered error screens

67. Commonly occurring error screens4
Commonly occurring error screens
Error #1
What does this error screen mean?
This means that you are not an Agent in the Golden Gate system
What should you do in this case?
Please contact your sales coordinator in case you see this error

68. Commonly occurring error screens1 4
Commonly occurring error screens
Error #2
What does this error screen mean?
This means that the merchant does not have a Paytm wallet registered with his mobile number
What should you do in this case?
Ask the merchant to download Paytm app and quickly register with Paytm to have a wallet linked to mobile number

69. Commonly occurring error screens4
Commonly occurring error screens
Error #3
What does this error screen mean?
This means that the lead is being managed by some other FSE
Every agent gets a total time of 10 days to manage a lead.
If in 10 days, the lead is not submitted, then the lead expires and another agent can start working on it
What should you do in this case?
Wait for 10 days – if the lead is not submitted re submit the lead

70. Commonly occurring error screens4
Commonly occurring error screens
Error #4
What does this error screen mean?
This means that GG app is not authorized to access files, media and photos saved on your device
What should you do in this case?
Click on Allow shown on the screen. This will enable you to upload photos via GG app.

71. Commonly occurring error screens4
Commonly occurring error screens
Error #5
What does this error screen mean?
This means that GG app is not latest version with enhanced features
What should you do in this case?
Please update the app to have the latest version by clicking on Update shown on the screen.
Update

72. Commonly occurring error screens4
Commonly occurring error screens
Error #6
What does this error screen mean?
In case of android users a screen overlay means a part of an app can display over top of other apps. GG app cannot work with this setting.
What should you do in this case?
Open settings and turn ON the highlighted below app -

73. Commonly occurring error screens4
Commonly occurring error screens
Error #7
What does this error screen mean?
On slow 2G networks, the images take time to get sent to the server. This error pops up in such cases.
What should you do in this case?
Check that you’re not logged out, not cleared app cache and data is on.
Ensure no data clearing third party apps are installed on your device
If you ensure these, please click on the lead which is marked “data incomplete”. If images have been uploaded, lead would not open. If lead opens, that means the pics have been erased and need to be uploaded again.
If lead doesn’t open and still shows “data incomplete”, please ensure high speed data is available and click on sync button repeatedly.

74. Commonly occurring error screens4
Commonly occurring error screens
Error #8
What does this error screen mean?
You have entered a wrong OTP which does not match with what was sent to mobile number
What should you do in this case?
Try re entering the right OTP
If the time limit has passed for an OTP request for a new OTP and use it.

75. Commonly occurring error screens4
Commonly occurring error screens
Error #9
What does this error screen mean?
It means the QR code is already assigned to an active number and cannot be re assigned to a new number
What should you do in this case?
Try scanning a different code.

76. Commonly occurring error screens4
Commonly occurring error screens
Error #10
What does this error screen mean?
In order for your fingerprint scanner to work with RD services, your scanner needs to be registered with UIDAI. If your dervice is not registered, then you will see this error message.
What should you do in this case?
You would have to contact your device vendors i.e mantra , startek or morpho and get your device WHITE LISTED. This process might follow some commercial settlement by your company to the vendor. Once white listing is done. You will be able to do eKYC with your scanners.

77. Commonly occurring error screens4
Commonly occurring error screens
Error #11
STARTEK
What does this error screen mean?
In order for your fingerprint scanner to work with RD services, your handset should not be a rooted device
What should you do in this case?
Please make sure to use a non rooted device to do eKYC
MANTRA
MORPHO

78. Thank you!