> ## 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.

# Collect Information

> Gather company details and beneficial owner data using the iDenfy KYB API after creating a business verification session token string.

<Note>
  **Requirements**

  * **API** key pair
  * [Successfully created **`tokenString`**](/kyb/generate-token#step-1-create-business-verification-form-session) - used as **Authorization**
</Note>

## Business Verification Schema

See the recommended integration and use schema below.

<Frame>
  <img src="https://mintcdn.com/idenfy/K_tRuchpbv9NvRL_/images/kyb/Documentation_Flowcharts-kyb.drawio.png?fit=max&auto=format&n=K_tRuchpbv9NvRL_&q=85&s=bc662791b96d3244db5fbd4d581d5d18" alt="KYB Integration Schema" width="1681" height="461" data-path="images/kyb/Documentation_Flowcharts-kyb.drawio.png" />
</Frame>

## Check Flow

To determine what data the form requires, call the Business verification Token Retrieve endpoint.

<Note>
  For the **Business verification Token Retrieve** endpoint (retrieves flow information related to the specific token, detailing the data required for form submission), see the **API Reference** tab for `kybInfoRetrieve`.
</Note>

<Note>
  You can skip this step if you use the same flow, since the data fields are similar.
</Note>

***

## Form Creation

Create a Business verification Form by sending a request to the form creation endpoint.

<Note>
  For the **Create Business verification form** endpoint (creates a new form linked to the generated token for capturing and submitting necessary compliance information), see the **API Reference** tab for `kybFormsCreate`.
</Note>

After the form is created, the following operations are available:

* **Info Retrieve** - Retrieves detailed information about an active Business verification session, including various aspects of the company's compliance and verification process. See `kybFormsRetrieve` in the API Reference.
* **Form Update** - Updates information on an existing Business verification form. See `kybFormsUpdate` in the API Reference.
* **Form Partial Update** - Partially updates specific sections of an existing Business verification form. See `kybFormsPartialUpdate` in the API Reference.

You can retrieve a list of Business verification forms associated with a particular token. The list contains one item if a form was created, or zero items if it was not.

* **List Business verification forms** - Lists all forms associated with a particular token. See `kybFormsList` in the API Reference.

***

## Documents

You can manage documents within the Business verification form/company. The following operations are available:

| Operation             | Description                                                                    | API Reference                    |
| --------------------- | ------------------------------------------------------------------------------ | -------------------------------- |
| **List documents**    | Lists all documents associated with the Business verification form/company     | `kybFormsDocumentsList`          |
| **Add document**      | Uploads a new document to the Business verification form/company               | `kybFormsDocumentsCreate`        |
| **Retrieve document** | Retrieves a specific document linked to the Business verification form/company | `kybFormsDocumentsRetrieve`      |
| **Update document**   | Updates an existing document within the Business verification form/company     | `kybFormsDocumentsUpdate`        |
| **Partial update**    | Partially updates a document in the Business verification form/company         | `kybFormsDocumentsPartialUpdate` |
| **Delete document**   | Deletes a document associated with the Business verification form/company      | `kybFormsDocumentsDestroy`       |

***

## Beneficiaries

You can manage beneficiaries within the Business verification form/company. The following operations are available:

| Operation                | Description                                                              | API Reference                        |
| ------------------------ | ------------------------------------------------------------------------ | ------------------------------------ |
| **List beneficiaries**   | Lists all beneficiaries linked to the Business verification form/company | `kybFormsBeneficiariesList`          |
| **Add beneficiary**      | Adds a new beneficiary to the Business verification form/company         | `kybFormsBeneficiariesCreate`        |
| **Retrieve beneficiary** | Retrieves information on a specific beneficiary                          | `kybFormsBeneficiariesRetrieve`      |
| **Update beneficiary**   | Updates details of an existing beneficiary                               | `kybFormsBeneficiariesUpdate`        |
| **Partial update**       | Partially updates information of a specific beneficiary                  | `kybFormsBeneficiariesPartialUpdate` |
| **Delete beneficiary**   | Removes a beneficiary from the Business verification form/company        | `kybFormsBeneficiariesDestroy`       |

***

## Beneficiaries' Documents

You can manage beneficiaries' documents using the following operations:

| Operation             | Description                                                 | API Reference                                 |
| --------------------- | ----------------------------------------------------------- | --------------------------------------------- |
| **List documents**    | Lists all documents related to a specific beneficiary       | `kybFormsBeneficiariesDocumentsList`          |
| **Add document**      | Uploads a new document for a beneficiary                    | `kybFormsBeneficiariesDocumentsCreate`        |
| **Retrieve document** | Retrieves a specific document associated with a beneficiary | `kybFormsBeneficiariesDocumentsRetrieve`      |
| **Update document**   | Updates an existing document for a beneficiary              | `kybFormsBeneficiariesDocumentsUpdate`        |
| **Partial update**    | Partially updates a beneficiary's document                  | `kybFormsBeneficiariesDocumentsPartialUpdate` |
| **Delete document**   | Deletes a document linked to a beneficiary                  | `kybFormsBeneficiariesDocumentsDestroy`       |

***

## Questionnaires

A questionnaire can be added to the flow. To check whether the form requires a questionnaire to be filled out, use the following endpoints:

* **Questionnaire list** - Lists all available questionnaires associated with the Business verification form flow. See `kybFormsQuestionnairesList` in the API Reference.
* **Retrieve specific questionnaire** - Retrieves a particular questionnaire within the Business verification process. See `kybFormsQuestionnairesRetrieve` in the API Reference.

If there is a need to fill it out, the following endpoints can be used:

| Operation            | Description                                              | API Reference                             |
| -------------------- | -------------------------------------------------------- | ----------------------------------------- |
| **Update answers**   | Updates the answers to a questionnaire                   | `kybFormsQuestionnairesAnswersUpdate`     |
| **Retrieve answers** | Retrieves the answers provided in a questionnaire        | `kybFormsQuestionnairesAnswersRetrieve`   |
| **List all answers** | Retrieves all completed questionnaire answers for a form | `kybFormsQuestionnairesAnswersDetailList` |
| **Delete answers**   | Deletes answers provided in a questionnaire              | `kybFormsQuestionnairesAnswersDestroy`    |

***

## Form Submit

When the form is filled, it can be submitted. See `kybFormsSubmitCreate` in the API Reference.

<Info>
  Once you submit the form, iDenfy sends a [**webhook**](/kyb/webhooks) notification to your endpoint.
</Info>