- Workflow
- Onboard your client
- Client-side of the Business client onboarding flow
- Your side of the Business client onboarding flow
- Review onboarded client information
- Download PDF
Workflow
Before companies, you will need to understand workflows, as they enable you to request specific information about companies and stakeholders. You can find a full procedure on how you can create your personalized flow here.Onboard your client
Client-side of the Business client onboarding flow
First, you can manually onboard a client using the dashboard. You can find out how you can manually create a session for your client here:
There is also a way to use the API. You can generate a KYB flow through the API by following this documentation:
/kyb/generate-token
Your side of the Business client onboarding flow
First and foremost, it’s important to note that the business flow can be tailored to fit your specific needs. Below is an example of how the custom flow might appear from the client’s perspective.Review onboarded client information
Once the company has submitted its information, you can view it on the iDenfy dashboard under Business Verifications → Verifications. In the company profile, all provided information is accessible, and you can conduct additional security checks and order Gov registers and Credit Bureau reports.Download PDF
We provide an option to download all the business verification information or only just enough to fulfill your business needs. To download a PDF, please visit business verifications, click more actions, then select PDF.
