Quisiera reordenar los pasos en el modulo de Nuevo Onboarding Antes del paso de empresa colocar un paso que diga identificacion, con un formulario...
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## APPLICATION OVERVIEW This web application is designed to streamline the onboarding process for new clients by reorganizing the steps involved. It includes identity verification and client data collection, ensuring a smooth and efficient onboarding experience. ## CORE FEATURES 1. **Identity Verification Step**: A new step before the company information that includes a form with fields for document type and document number, along with a "Validate Identity" action button. 2. **Client Data Collection**: A detailed form collecting personal information such as first name, first surname, second surname, date of birth, place of birth, email, mobile phone, marital status, and a question confirming US citizenship. This includes an "Execute Screening" action button to validate if the user is a Politically Exposed Person (PEP). 3. **User Authentication**: Secure login for users to access the onboarding module, ensuring data privacy and security. 4. **Progress Tracking**: A visual indicator to show users their progress through the onboarding steps. 5. **Responsive Design**: The application will be fully responsive, ensuring a seamless experience across devices. ## DESIGN SPECIFICATIONS - **Visual Style**: minimalist - Clean, simple design with plenty of white space, minimal color palette, and focus on typography. - **Color Mode**: Light theme with dark text on light backgrounds. - **Primary Color**: #1978E5 (accent for buttons, links, highlights). - **Typography**: Use Inter from Google Fonts for headings, Inter for body text and UI elements. - **Border Radius**: 8px (moderately rounded) for buttons, cards, and inputs. - **Layout**: The application will be structured in a vertical layout, with the identity verification step at the top, followed by the client data collection, each clearly defined with ample spacing to enhance readability and usability. ## TECHNICAL REQUIREMENTS - **Framework**: React with TypeScript - **Styling**: Tailwind CSS - **UI Components**: shadcn/ui - **State Management**: React's built-in state management or Context API, based on complexity. ## IMPLEMENTATION STEPS 1. **Set Up the Project**: Initialize a new React project with TypeScript. Install Tailwind CSS and shadcn/ui for styling and UI components. 2. **Create the Identity Verification Component**: Build a form component with fields for document type and number. Include the "Validate Identity" button with appropriate event handling. 3. **Develop the Client Data Collection Component**: Create a second form component that gathers all necessary client information. Implement the "Execute Screening" button and functionality for checking PEP status. 4. **Implement Routing**: Set up routing to navigate between onboarding steps, ensuring that progress tracking is reflected in the UI. 5. **Style the Application**: Apply Tailwind CSS styles according to the design specifications, ensuring responsiveness and adherence to the minimalist aesthetic. 6. **Test User Flows**: Conduct thorough testing of the onboarding process to ensure all interactions work seamlessly and the user experience is smooth. ## USER EXPERIENCE Users will start by entering their identification details in the first step, followed by their personal information in the second step. Progress indicators will guide them through the onboarding process, ensuring clarity and ease of use. The design will focus on simplicity, allowing users to navigate effortlessly while providing necessary information for onboarding.
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