How IDV, Documents, KYB, and Envelopes Connect in Onboarding

Orchestrated Onboarding can connect multiple workflow components inside the same onboarding path.

These components should not be explained as disconnected tasks. They are part of one governed onboarding workflow.


Common connected elements

  • IDV for identity verification and liveness-related review
  • Documents for onboarding evidence and supporting submissions
  • KYB for business verification and related-party business review
  • Envelopes for agreements, acknowledgments, or signing steps

Why this matters

Users should understand that onboarding in FINX is not one isolated registration form. It can connect identity, business verification, document review, and agreement handling inside one operating model.

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