π§± Entities
π€ Userβ
A π€User refers to the user of the application, which can have different roles depending on what it can and can't do on the application (permissions).
The roles are the following (in order of permission scopes):
OWNER
: The owner of a tenant, can perform every operation.ADMIN
: Administrator of a tenant, can perform every operation apart from creating and updating new admins.STAFF
: Staff member, can create and update deeds (set signatory, upload and update documents, etc...) but it cannot sign them.SIGN
: Signatory, can create and update deeds (but can't change the signatory, which must be itself), and can sign its deeds.INVITED_SUBSCRIBER
: A subscriber which has been invited to sign a deed.GAYA
- A subscriber which has accepted the invite and can use the application as a subscriber (join and sign deeds).
π Folderβ
A πFolder is a group of related βοΈDeed entities.
βοΈ Deedβ
A βοΈDeed refers to a group of documents that can be signed by its participant, and is managed by its signatory (which can also sign documents). If all the deeds are completed, the folder is closed.
The following types of deed are available:
ARCHIVE
: Documents are not supposed to be e-signed, just archived. Participants do not need to sign anything and thus do not get invited to join the deed.FEA
: Documents are e-signed following the FEA standard (advanced electronic signature). Participants are invited to join in order to sign the deed. After the identification and signature process, the deed can be archived. In this method, the signatory has responsibility over the correct verification of the identification of participants.FEQ
: Documents are e-signed following the FEQ standard (qualified electronic signature). It's basically just likeFEA
, except that the identification step is provided by a third-party (e.g. InfoCert). The third-party has responsibility over the correct identification of participants by using legally approved secure methods (refer to eIDAS legalese stuff). This is the only kind of deed that has full legal validity in case of litigation by any of the parties involved in the stipulation of the contract (assuming EU countries which are under eIDAS).
In the context of only FEA
and FEQ
deeds, the signature mode can be:
SYNC
: Documents are signed during a virtual conference (meeting) which is a digital appointment stipulated at a certain date and hour. During the conference, the signatory identifies the participants and makes them sign the documents using an OTP sent through SMS. After the meeting, the deed can be archived.ASYNC
: Documents are signed by participants whenever they want (if unordered signatures is specified), or in a specific order (if specified). Since there is no meeting to perform identification, the identification of participants is performed through a method called self-identification. During self-identification, the participants use their smartphone to take a selfie and move their face around to prove they are "alive" and not a photo (also called liveness check in jargon). At the end of the self-identification process, a score is assigned from 0 to 100 based on the probability of match with the portrait of the provided identification document. When creating the deed, the creator can specify if they want to trust Gayadeed score (participants are accepted/refused automatically based on their score) or if they want to manually check the identification process (selfie/video) of each participant and accept/refuse them individually. A participant can't sign any documents until it's been accepted either manually by the signatory or automatically by the system. The signature process is performed through an OTP sent through SMS. After each participants/signatory that needs to sign documents has signed their documents, the deed can be closed and archived.NONE
: This is used forARCHIVE
deeds, since there is no signature.
π Deed Documentβ
A πDeed Document is a document present in a deed. It can have the following origins:
ATTACHMENT
: Requires no signature, it's just an attachment.SIGNATURE_POINTS
: Requires signatures at the specified positions.TEMPLATE
: Requires signatures at the points specified by the template.INFOCERT
: This document came from InfoCert (primarily used to store the CA contract generated by InfoCert inFEQ
context).
A deed document can be signed by any combination of participant/signatory.
π¨βπΌ Signatoryβ
A π¨βπΌSignatory is the manager of a particular deed. Since it has been verified by the company before joining the Gayadeed tenant, it doesn't require any prior verification before the signature process.
π Participantβ
A πParticipant is someone who joins a deed in order to sign documents or attend meetings related to the contract stipulation process (e.g. AML processes required by law). In the case of deeds which are not ARCHIVE
, the participant is invited to join the deed and goes through a process called onboarding, where he will upload their personal identification documents and, if the signature mode is ASYNC
, perform the self-identification process.
π³ Documentβ
A π³Document refers to any personal documents for a πParticipant/π¨βπΌSignatory.