Go-live readiness

White-Label Policy Checklist

Publish the right legal and trust pages on your brand before retailers go live — privacy, terms, refund, grievance and accurate Bharat Connect / NPCI wording.

6Core policies
TATGrievance SLAs
MarksClaim hygiene
BrandYour domain
Interactive

Your go-live checklist

Tick items as you publish them on your brand. Progress saves in this browser.

0%0 / 8 done
  • Privacy policy on your brand domain

    DPDP-aligned notice with your entity contacts — not a copy of another brand.

    OptionPay privacy →
  • Terms of service published

    Cover platform use and technology-vs-licence boundaries.

    Terms framework →
  • Refund / cancellation policy

    SaaS and fee rules — avoid e-commerce “returns” language.

    Refund policy →
  • Grievance officer + TAT live

    Named officer, channels, acknowledgement and resolution timelines.

    Grievance page →
  • Cookie notice & consent

    Banner + policy; analytics only after Accept all.

    Cookie policy →
  • Bharat Connect / NPCI claim hygiene

    Accurate naming; never imply COU/BOU or RBI licences you do not hold.

    Bharat Connect notes →
  • Footer & onboarding links wired

    Every consumer/partner journey can reach privacy, terms and grievance.

    Policy checklist →
  • KYC / go-live pack ready

    Entity docs and diligence pack before production modules.

    Due diligence pack →
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Capabilities

Controls that support regulated operations

Practical compliance tooling for onboarding, monitoring, documentation and partner accountability.

Privacy (DPDP-aligned)

Publish how you collect, use and retain partner and customer data on your domain.

Terms of service

Cover platform use, acceptable behaviour and technology-vs-licence boundaries.

Refund / cancellation

SaaS and platform fee rules — not e-commerce “returns” language.

Grievance + TAT

Named officer, channels, acknowledgement and resolution timelines.

Cookies & AUP

Cookie notice plus acceptable use for APIs and agent networks.

Bharat Connect / NPCI copy

Accurate naming and COU/BOU disclaimers — never imply licences you do not hold.

How it works

A clear path from onboarding to ongoing review

Each step is designed so compliance owners, ops teams and partners know what is required before production access.

  • Policies must match your operating model and partner agreements
  • Marketing badges cannot invent RBI or NPCI membership
  • Grievance TATs should be operationally achievable
  • OptionPay can supply frameworks; you remain the publishing entity
01

Draft on brand

Adapt OptionPay policy frameworks to your legal entity and support contacts.

02

Legal review

Have counsel confirm licence claims, retention and grievance officer details.

03

Publish & link

Footer, checkout/onboarding and app store listings must reach the live pages.

04

Go-live gate

Enable production modules only after policies and KYC gates are complete.

FAQ

Common compliance questions

Can we copy OptionPay policies as-is?

Use them as a starting framework, then replace entity name, contacts, licence statements and product scope with your own legal review.

Do retailers need these pages?

White-label brands and consumer-facing apps typically must publish privacy, terms and grievance paths. Retailer-only panels still benefit from clear partner terms.

Ready to launch your network — or your next product?

Distributors: book a Bharat Connect / AEPS demo. Product teams: book an IT consultation for software, web or mobile.

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