How to Verify a Business During Onboarding

Use this workflow when onboarding includes business verification or KYB-related review.


Steps

  • Open the business onboarding or related profile context.
  • Review the business information and supporting records.
  • Validate the available business context, related parties, and verification data as required.
  • Confirm whether the record can move forward or needs additional review, revision, or escalation.
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