Whether you are onboarding an Individual or a Company, the system uses the same logic to collect data. The only difference is the specific data points available in the “Standard” categories.Documentation Index
Fetch the complete documentation index at: https://documentation.idenfy.com/llms.txt
Use this file to discover all available pages before exploring further.
1. Default Fields (Always Included)
These fields are mandatory to ensure the entity can be identified in the system.| Entity Type | Default Fields |
|---|---|
| Individual | Name, Surname |
| Company | Company Name, Registration Number, Country |
2. Adding Standard Fields
If you need more than just the basics, you can pull from our pre-defined library of data points.- Click the + Fields button.
- A popup will appear. Browse the categories (e.g., Personal Info for individuals or Business Identification for companies).
- Check the boxes for the data points you require (e.g., Date of Birth, VAT, or City).
- Click Add Fields to save your selection.
3. Creating Custom Fields
Need something hyper-specific that isn’t in our list? You can build it yourself.- Location: Scroll to the bottom of the + Fields popup to Create custom fields.
- Configuration: Once added, you can define:
- Label: The name of the field (e.g., “Internal Reference ID”).
- Type: Select between Text or Number.
- Required: Toggle whether the client must fill this out to proceed.
Individual Fields:
Comparison of Optional Categories
While the process is the same, the categories adapt to the entity type:| Category Type | Individual Options | Company Options |
|---|---|---|
| Contact | Email, Phone | Email, Phone, Website |
| Location | Residential Address, Nationality, Citizenship | Operating Address, Postcode, City |
| Legal/ID | Passport No., PEP Status, TIN | TIN, Activity Code, Brand Names |
Reordering Fields
You can change the order in which fields appear to the client by clicking and holding the Drag Handle (::) on the left side of any field row and moving it up or down.