Onboarding configuration
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TZ

TZ configuration

Journey, branches and per-form overlays for this country.

Journeys

Independent flows configured for this subsidiary.

retail_onboarding · v1
10 main steps · 2 branches

Forms

FormDescriptionUsed byTZ overlays
account_opening retail_onboarding base onlyEdit →
addressResidential address retail_onboarding 3 patchesEdit →
basic_infoIdentity & primary contact retail_onboarding 3 patchesEdit →
biometric_fingerprintsBiometric fingerprint capture retail_onboarding 3 patchesEdit →
confidentiality_waiverFATCA confidentiality waiver retail_onboarding base onlyEdit →
confirmFinal confirmation retail_onboarding 2 patchesEdit →
crs_declarationCRS self-declaration retail_onboarding base onlyEdit →
crs_tax_detailsCRS tax residency details retail_onboarding 1 patchEdit →
email retail_onboarding base onlyEdit →
fatca_documentsFATCA supporting documents retail_onboarding base onlyEdit →
fatca_tax_details retail_onboarding base onlyEdit →
identity_verification retail_onboarding base onlyEdit →
occupationEmployment & occupation retail_onboarding 3 patchesEdit →
review_informationReview captured information retail_onboarding 3 patchesEdit →
selfie_livenessSelfie & liveness check retail_onboarding 2 patchesEdit →