Business verification First Approach
Create a company and afterward:- Create and send a new Identity verification token via the dashboard.
- Set up custom rule automation for the Identity verification Token, which will automatically send a new link to the related subjects of the Business verification form.
- Create verification via API or dashboard and once verification is done, add a new beneficiary via API using the
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Identity verification First Approach
Alternatively, you can onboard and perform Identity verifications first and then manage the Business verification form. In this case, make sure that the Identity verifications are completed:- Gather verification
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The iDenfy recommended approach is to use Identity verification Token automation or create a new beneficiary via API.It is also possible to use both services separately and add a new beneficiary via API or dashboard depending on integration requirements.