Representative Information Step

Location: Business Verifications → Configuration → Workflows → edit a workflow → Representative information

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Toggles

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Representative information

Enables the representative step in the KYB flow. When off, the step is hidden entirely and clients are not asked for representative details.

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Require Representative Information

When on, clients must add at least one representative before they can submit the KYB form. When off, the step is shown but clients can proceed without adding a representative.

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Enable Representative ID Verification

When on, each representative must complete identity verification (selfie + ID document scan) as part of the KYB flow. A settings icon next to the toggle opens the IDV configuration for this step.

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Representative Fields

Select which data fields to collect from each representative. Click Fields to add predefined or custom fields. Default fields (always included):

• Name
• Surname

Optional predefined field:

• Email — can be added and optionally marked as Required

Custom fields can be created with a custom name and a field type (text, number, select, country, etc.). Each custom field can be marked as required and translated into the languages configured for your KYB flow. Fields can be reordered by dragging.

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Representative Documents

Configure which documents representatives must upload. Click Documents to add document slots. Each document slot can be set as required or optional.