Onboarding Application Wizard (Account) 
Type: Form
Description: Provides access to onboarding wizard that allows onboarding of a merchant account.
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Onboarding Wizard |
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Includes settings that allow merchant creation with the help of onboarding wizard.
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Save
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Saves all information on the form. |
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Close
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Closes the form without saving any changes. |
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Previous
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Returns to the previous step. |
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Next
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Proceeds to the next step. |
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Skip
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Skips the current step. |
Select Portfolio |
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Includes the list of available portfolios and associated onboarding profiles.
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Portfolio |
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Includes the list of available portfolios. After a portfolio is selected, the list of the processors available for this portfolio will be shown.
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Onboarding Profile |
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Includes the list of available onboarding profiles associated with the selected portfolio.
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General |
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Provides access to general merchant settings.
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Detail |
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Includes general settings that identify the merchant within the system.
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Portfolio
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Code of the portfolio that this record belongs to. References: Onboarding Application.Portfolio Code |
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ID
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Code of Merchant Account to which instance of this object is attributed to. Depending on the context, Merchant Account Code field may contain either Merchant Code or Merchant Account Code. The field is primarily used for data partitioning and data management, to make it easy to determine the ownership of a record within the database. References: Onboarding Application.Merchant Account Code |
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Active
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Indicates whether the record is active and can process through the system. References: Merchant.Is Active |
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Code
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Secondary identifier of the merchant/merchant account which can be used for cross-referencing records between the gateway and integrated systems. References: Onboarding Application.Merchant Ref Code |
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Name
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Name of the associated merchant. References: Onboarding Application.Merchant Name |
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Time Zone
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This field consists of two parts - a code of the country and a code of the time zone. Time zone set for application. References: Onboarding Application.Time Zone |
Notes |
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Any notes related to the merchant.
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Notes
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Provides a place to store short generic notes about the merchant. References: Merchant.Notes |
Merchant |
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Includes settings related to merchant account creation.
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Merchant Creation Policy
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Reference to the entity that represents enumeration of merchant creation policy values. References: Onboarding Application.Merchant Creation Policy CL |
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On Approval Only
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Indicates that a merchant is created when an onboarding application is approved by a processor. |
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On Approval And Review
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Indicates that a merchant is created when an onboarding application either in review or approved by a processor. |
Business |
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Provides access to various business information about the merchant.
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Business Information |
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Includes business information about the merchant.
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Business Name |
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Includes information about the business name.
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Legal
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Legal name of the business company. References: Onboarding Business Info.Legal Name |
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DBA
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The DBA ("doing business as") name. References: Onboarding Business Info.Business Name |
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Ownership Type
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Represents the type of ownership structure. References: Onboarding Business Info.Onboarding Ownership Structure |
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Relationship Begin Date
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Date when business relationship began. References: Onboarding Business Info.Relationship Begin Date |
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Tax ID
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Identifier of the assigned federal tax. References: Onboarding Business Info.Tax ID |
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MCC
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Code of the associated category of the merchant. References: Onboarding Business Info.Merchant Category Code |
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Business Registration |
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Includes information about business registration information.
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State
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State of the business entity registration. References: Onboarding Business Info.Registration State |
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Country
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Code of the country where registration of the business entity was arranged. References: Onboarding Business Info.Registration Country Code |
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Year
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Year when business entity was registered. References: Onboarding Business Info.Registration Year |
Legal Address |
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Includes information about business legal address of the merchant.
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Copy Data From
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Allows to copy information from the selected source. |
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Owner Address
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Allows to copy information from the primary owner address. |
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Street (line 1)
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Street (line 1) of the business company mailing address. References: Onboarding Business Info.Street 1 |
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Street (line 2)
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Street (line 2) of the business company mailing address. References: Onboarding Business Info.Street 2 |
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City
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City of the mailing address. References: Onboarding Business Info.City |
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State
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State code of the business company mailing address. References: Onboarding Business Info.State |
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Zip Code
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ZIP (or postal) code of the business company mailing address. References: Onboarding Business Info.ZIP Code |
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Email
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Email address asigned to the record. References: Onboarding Business Info.Email |
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Phone
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Contact phone of the business company for discussing any processing issues. References: Onboarding Business Info.Contact Phone |
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Work Hours
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Work hours of the business entity. References: Onboarding Business Info.Work Hours |
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Web Site
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Web site URL of the business company. References: Onboarding Business Info.Web Site |
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Estimates |
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Provides access to merchant's estimates.
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Estimates (Transaction Amount) |
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Includes settings related to estimated transactions' count and volume.
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Estimation Period
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Enumeration of possible time periods for which transaction volume and average transaction amount are defined. References: Business Info.Estimation Period CL |
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Annualy
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Indicates that transaction volume and average transaction amount are defined for a year. |
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Daily
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Indicates that transaction volume and average transaction amount are defined for a day. |
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Monthly
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Indicates that transaction volume and average transaction amount are defined for a month |
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Weekly
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Indicates that transaction volume and average transaction amount are defined for a week. |
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Total Volume
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Estimated number of the payment card transactions within a year. References: Onboarding Business Info.Annual Cards Volume |
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Avg Ticket
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Estimated average amount of the payment card transactions within a year. References: Onboarding Business Info.Avg Cards Transaction Amount |
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Max Ticket
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Maximum allowed amount of transactions. References: Onboarding Business Info.Max Transaction Amount |
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Settings |
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Provides access to additional merchant settings.
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Profile List |
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Includes the list of available profiles.
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Configuration
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Onboarding configuration that includes one or more processor profiles. |
Descriptors |
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Includes descriptors of the merchant.
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Card Descriptor
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Descriptor assigned to payment card transactions associated with the merchant. Shows up on cardholder statements. References: Onboarding Business Info.Card Descriptor |
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Direct Debit Descriptor
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Direct debit descriptors of the merchant. |
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Item
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Descriptor assigned to direct debit transactions associated with the merchant. Shows up on account holder statements. References: Onboarding Business Info.Direct Debit Descriptor |
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Merchant
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Name of the merchant's company. Shown on account holder statements. References: Onboarding Business Info.Direct Debit Descriptor Merchant Name |
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Customer Service Phone
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Customer service phone. Shown on payment card or account holder statements. References: Onboarding Business Info.Descriptor Phone |
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Settlement |
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Includes settlement settings of the merchant.
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Type
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Type of the settlement assigned to the record. References: Onboarding Business Info.Settlement Type |
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manual
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Indicates that settlement is initiated manually. |
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hourly
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Indicates that transactions are settled for predefined time range. |
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daily
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Indicates that settlement is initiated every day on specified time. |
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Cutoff
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Processing cutoff time set for a processor. References: Onboarding Business Info.Settlement Cutoff |
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Currency
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Code of the currency used in the transactions. References: Onboarding Business Info.Currency Code |
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Remittance |
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Includes remittance settings of the merchant.
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Deposit Information |
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Includes deposit settings of the merchant.
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Bank Name
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Name of the deposit account assigned by the bank. References: Onboarding Business Info.Deposit Bank Name |
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Bank Phone
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Telephone number of the bank associated with merchant's deposit account. References: Onboarding Business Info.Deposit Bank Phone |
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Holder Name
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Name of the deposit account holder. References: Onboarding Business Info.Deposit Holder Name |
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Account #
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Number of the deposit account assigned by the bank. References: Onboarding Business Info.Deposit Account Number |
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Routing #
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Routing number of the bank deposit account. References: Onboarding Business Info.Deposit Routing Number |
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Token
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Value issued by the internal tokenization system that replaces actual bank account and routing number. Using this value system can obtain the real bank account number and routing number and use them for further processing. |
Charge Information |
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Includes charge settings of the merchant.
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Account Usage
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Reference to the entity that represents possible values for account usage. References: Onboarding Business Info.Account Usage CL Charge |
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Fee Only
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Indicates that only fees are withdrawn from the selected bank account. |
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Negative Balance
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Indicates that fees, chargebacks, returns and adjustments are withdrawn from the selected bank account. |
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Not Used
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Default value.
Indicates that no money is withdrawn from the selected bank account. |
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Bank Name
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Name of the charge account assigned by the bank. References: Onboarding Business Info.Charge Bank Name |
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Bank Phone
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Telephone number of the bank assigned to the charge account. References: Onboarding Business Info.Charge Bank Phone |
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Holder Name
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Name of the holder that a charge account is assigned to. References: Onboarding Business Info.Charge Holder Name |
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Account #
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Number of the charge account. References: Onboarding Business Info.Charge Account Number |
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Routing #
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Routing number of the bank associated with merchant's deposit operations. References: Onboarding Business Info.Charge Routing Number |
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Token
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Value issued by the internal tokenization system that replaces actual bank account and routing number. Using this value system can obtain the real bank account number and routing number and use them for further processing. |
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Merchant Fees |
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Includes fee settings of the merchant.
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Pricing Policy
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Code of the fee template assigned to this record. References: Onboarding Business Info.Fee Template Code |
Distributions |
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Includes funds distribution settings of the merchant.
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Schema
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Code of the distribution schema associated with the merchant. References: Onboarding Application.Distribution Schema Code |
Process |
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Provides access to merchant's verification process.
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Process List |
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Includes detailed information about merchant's verification process.
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Stage
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Stage of the merchant onboarding process. |
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Date
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Date and time of the stage completion. |
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Status
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Status of the stage completion. |
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Send Provisioning Request
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Allows to restart the selected stage of onboarding process. |
Provisioning Requests List |
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Includes the list of provisioning requests sent to the processor.
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ID
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Identifier of the object used for references; auto-incremented integer value. References: Provisioning Transaction.Id |
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Request Date
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Date of the request. References: Provisioning Transaction.Request Date |
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Type
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Type of the request associated with the transaction. References: Provisioning Transaction.Request Type |
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Response Date
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Date of the transaction response. References: Provisioning Transaction.Response Date |
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Status
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Represents current transaction status. References: Provisioning Transaction.Status Cl |
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Show Processor Identities
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Allows to review processor identities associated with the onboarded merchant account. |
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Show Request Details
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Allows to review processor response details. |
Provisioning Info |
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Includes the provisioning information of the merchant.
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Request ID
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Identifier of the object used for references; auto-incremented integer value. References: Provisioning Transaction.Id |
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Request Date
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Date of the request. References: Provisioning Transaction.Request Date |
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Response Date
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Date of the transaction response. References: Provisioning Transaction.Response Date |
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Status
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Represents current transaction status. References: Provisioning Transaction.Status Cl |
Current Identities |
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Includes current processor identities used to be associated with the merchant.
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