Solutions for NBFCs & Lenders

Accelerate Lending with Instant, Verified Customer Financial Data

Via OMS AA, NBFCs and lenders can access customer-consented bank statements, income documents, and financial records instantly, leading to faster loan underwriting, better credit decisions, and improved customer experience.


The Problem

The Challenge

NBFCs and lenders struggle with:

  • Slow Underwriting: Waiting 3-5 days for manual document submission (if customer complies)
  • Unverified Data: Relying on self-reported or potentially fraudulent documents
  • High Drop-Off: Customers abandon applications due to slow, cumbersome processes
  • Poor Credit Quality: Limited financial visibility leads to higher default rates

The Fix

How OMS AA Facilitates Faster Lending

1

Instant Income Verification

  • Customer consents to share bank statements and ITR via OMS AA
  • Lender receives verified data in minutes, not days
  • Automatic income calculation and verification
2

Existing Liability Assessment

  • OMS AA facilitates access to borrower's loan account data from all FIPs
  • Instant view of existing debt obligations
  • Better debt-to-income assessment
3

Real-Time Credit Decisioning

  • Verified financial data feeds directly into credit models
  • Faster approval/rejection decisions
  • Data-driven risk assessment
4

Reduced Operational Cost

  • Fewer manual document processing steps
  • Less fraud and compliance risk
  • Lower customer acquisition cost

Onboarding

Implementation

Quick Start

  1. Sign agreement with OMS AA
  2. Integrate OMS AA API into your existing platform (1-2 weeks)
  3. Update consent flow in mobile/web app
  4. Go live and start processing consented data requests

Technical Capabilities

  • Real-time and batch data retrieval
  • Webhook notifications for approval/rejection events
  • RESTful API with SDKs (Python, Node.js, Java, Go, C#)
  • Sandbox for testing

In Practice

Use Cases

1

Personal Loans

  • Customer provides consent to share 6 months of bank statements
  • Lender accesses consented income and existing liability data
  • Approval within hours
2

Business Loans

  • Business owner shares business bank statements and ITR
  • Lender assesses business cash flow and tax compliance
  • Faster decision on business credit line
3

Credit Card / Limit Increase

  • Existing customer requests credit limit increase
  • Lender pulls updated financial data via OMS AA
  • Real-time decision on limit enhancement

Regulatory

Compliance & Risk Mitigation

DPDP Act 2023 Compliance

  • OMS AA ensures customer consent is valid before data access (Sec 6)
  • Lender can use data only for consented purpose (Sec 8)
  • Audit trails support regulatory defense

RBI Compliance

  • OMS AA is RBI-regulated NBFC-AA
  • FIU (lender) liability remains with lender; OMS AA is conduit
  • Consent records provide regulatory audit trail

Fraud Prevention

  • Verified data from FIP banks reduces document fraud
  • Encrypted data sharing prevents data tampering
  • Immutable audit logs track every data access

Results

ROI & Business Impact

MetricImprovement
Loan Processing TimeReduced from 3-7 days to 1-2 days
Manual Document Verification80% reduction via automated data retrieval
Customer Application Drop-OffReduced by 25-40% via streamlined consent process
Default RiskLower default rates with verified income data
Operational Cost Per LoanReduced by 30-40%

Anonymized

Case Study

Lender: Mid-sized NBFC

Challenge: 40% application abandonment due to slow manual KYC, 5-7 day loan approval time

Solution: Integrated OMS AA for instant income verification

Results:
  • Loan approval time reduced to 24-48 hours
  • 30% increase in completed applications
  • 25% reduction in operational cost per loan
  • 15% improvement in loan quality (lower defaults)