User's flow through the YSIP Reimbursement Journey for New Applicants

A comprehensive flow which details out the steps in which the user takes and where the communications get triggered along the way.

June 7, 2024 By Jenny Au

In this flow, we'll learn how to navigate the platform as a new applicant. We'll cover the steps from creating an account to uploading necessary documents and completing forms. This flow will also explain the on-screen prompts and email communications you will receive throughout the process. By the end, you will understand how this all comes together.

Let's get started

Okay, let's get started. There are a few entry points from the Cyberport side to allow users to access the platform. For new applicants, let's assume I'm a new applicant today, and we're proceeding. This is a link you might embed in your email.

Step #1: Go to email "YSIP2024: Final Steps Pre-Launch & Go-Live Instructions" - let's assume for this flow we take the start of the journey as the embedded link from Cyberport's official announcement email. — Go to email "YSIP2024: Final Steps Pre-Launch & Go-Live Instructions" - let's assume for this flow we take the start of the journey as the embedded link from Cyberport's official announcement email.

Step #2: User goes through the registration journey — User goes through the registration journey

Step #3: User goes through the registration journey — User goes through the registration journey

As you can see, the code has already been copied here. Let's go ahead and create the account.

Step #5: Click "Create My Account" — Click "Create My Account"

Step #7: User fills out basic info on the business — User fills out basic info on the business

Step #9: Some more information on the businesss — Some more information on the businesss

Let's proceed. The user will land here.

Step #15: Click "Let's go" — Click "Let's go"

It's important to note that when the user reaches this step or has already accessed the platform, they will have received a welcome email from us.

Step #16: 1. Welcome to FundFluent.pdf - see shared files for full email — 1. Welcome to FundFluent.pdf - see shared files for full email

For the first time, because they have the code YSIP 2024, they will see on-screen prompts to provide more context.

All of this on-screen messages are also provided to you in a separate folder for you to review any copy changes.

Since this is my first time on Funfluent, it is instructing me to enter "start YSIP" here.

There are on-screen prompts to help the user understand exactly what they need to do.

Step #26: Click "Gather and upload documents" — Click "Gather and upload documents"

All of these on-screen prompts are screenshotted and placed into the folder for you to review.

The user is now ready to complete their first task.

Step #35: Click "Gather and upload documents" — Click "Gather and upload documents"

Let's say they have reviewed every document and requirement. Now, they are ready to upload.

Step #38: Click "See Details & Criteria" — Click "See Details & Criteria"

They are ready to upload all these documents. Okay, let's go and upload.

Step #41: Click "0 B of 1.4 MB Os left" — Click "0 B of 1.4 MB Os left"

When the document upload is successful, a few things happen. Firstly, the user receives an on-screen prompt about the files that were just uploaded. We remind the user to ensure all required documents are uploaded.

Step #42: Click "Please check to ensure" — Click "Please check to ensure"

Step #43: Click "at any time through the" — Click "at any time through the"

You can go back and add more if needed. We also see that your documents have been successfully attached.

Step #45: On-screen reassurance comments — On-screen reassurance comments

There are a few more tasks to be done.

First, fill out the form.

Step #49: Click "For Company" — Click "For Company"

Step #50: Click "Fill Out Form" — Click "Fill Out Form"

Next, when they fill out this form, they should complete all sections and follow the steps.

Once they finish filling out this form, they will receive an email with the Successful Submission Company form.

Step #51: 2.Successful Submission Company Review Form - see shared files for full email — 2.Successful Submission Company Review Form - see shared files for full email

Once they finish filling out the post-intern statement form and sign it, they will receive a Successful Submission notification.

Step #53: Click "Fill Out Form" — Click "Fill Out Form"

Step #54: 3. Successful Submission Post-Intern Statement Form - see shared files for full email — 3. Successful Submission Post-Intern Statement Form - see shared files for full email

Both of these emails confirm the information received through the form.

And then that's it. Review everything.

I am now ready to submit.

Step #55: Click "Submit" — Click "Submit"

I have confirmed that all my tasks are complete.

User is now letting us know that they have uploaded all my documents, completed and submitted all the forms, and it's ready to go. The on-screen prompt says, "Got it, thanks for letting us know that you've completed all the tasks."

Step #57: In-platform reassurance comments to help them understand what's next. — In-platform reassurance comments to help them understand what's next.

We are now checking their documents

Now, a few emails get triggered.

If supplementary documents are needed, an email will be sent to the end user specifying which ones are required.

Step #58: 4. YSIP Document Verification Result - Supplementary Documents Needed.pdf - see shared files for full email — 4. YSIP Document Verification Result - Supplementary Documents Needed.pdf - see shared files for full email

After reviewing all the documents, we will send an email requesting confirmation. This email will ask them to verify that the extracted and calculated data is correct. We need their confirmation via this email.

Step #59: 5a. YSIP Document Verification Result - Require Confirmation.pdf - see shared files for full email — 5a. YSIP Document Verification Result - Require Confirmation.pdf - see shared files for full email

This is email 5A, and this will be an attachment to email 5A.

Step #60: 5b. [Attachment to email 5a] Reimbursement_1st_Phase_Report_testSample.pdf- see shared files for full email — 5b. [Attachment to email 5a] Reimbursement_1st_Phase_Report_testSample.pdf- see shared files for full email

The user will now reply to this email with this signature and then return it to us.

Once they've done that, we send them an email informing them that the case has been passed to Cyberport for further review.

Step #61: 6. Case Submitted to Cyberport for further Review.pdf - see shared files for full email — 6. Case Submitted to Cyberport for further Review.pdf - see shared files for full email

Lastly, as the deadline approaches, we will send a reminder to those who have not yet submitted all their documents and any supplementary materials.

Step #62: 7. Action Required - YSIP Deadline Approaching.pdf - see shared files for full email — 7. Action Required - YSIP Deadline Approaching.pdf - see shared files for full email

And that's basically the whole flow with the email comms and in-platform comms as the user goes through the journey.

User's flow through the YSIP Reimbursement Journey for New Applicants

A comprehensive flow which details out the steps in which the user takes and where the communications get triggered along the way.

June 7, 2024 By Jenny Au

Let's get started

As you can see, the code has already been copied here. Let's go ahead and create the account.

Let's proceed. The user will land here.

It's important to note that when the user reaches this step or has already accessed the platform, they will have received a welcome email from us.

For the first time, because they have the code YSIP 2024, they will see on-screen prompts to provide more context.

All of this on-screen messages are also provided to you in a separate folder for you to review any copy changes.

Since this is my first time on Funfluent, it is instructing me to enter "start YSIP" here.

There are on-screen prompts to help the user understand exactly what they need to do.

All of these on-screen prompts are screenshotted and placed into the folder for you to review.

The user is now ready to complete their first task.

Let's say they have reviewed every document and requirement. Now, they are ready to upload.

They are ready to upload all these documents. Okay, let's go and upload.

You can go back and add more if needed. We also see that your documents have been successfully attached.

There are a few more tasks to be done.

First, fill out the form.

Next, when they fill out this form, they should complete all sections and follow the steps.

Once they finish filling out this form, they will receive an email with the Successful Submission Company form.

Once they finish filling out the post-intern statement form and sign it, they will receive a Successful Submission notification.

Both of these emails confirm the information received through the form.

And then that's it. Review everything.

I am now ready to submit.

I have confirmed that all my tasks are complete.

We are now checking their documents

Now, a few emails get triggered.

If supplementary documents are needed, an email will be sent to the end user specifying which ones are required.

This is email 5A, and this will be an attachment to email 5A.

The user will now reply to this email with this signature and then return it to us.

Once they've done that, we send them an email informing them that the case has been passed to Cyberport for further review.

Lastly, as the deadline approaches, we will send a reminder to those who have not yet submitted all their documents and any supplementary materials.

And that's basically the whole flow with the email comms and in-platform comms as the user goes through the journey.