Onboarding configuration
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Countries/UG/Journey preview

Journey preview

Step through UG exactly as a customer would — branches are entered when their conditions actually pass, and answers carry forward.

Steps (7)
Step 1 / basic_info FORM
9:41
Your details

Your details

Enter your identity details

Document type

4 options

Document number
Phone number

Blocking the CTA (2)

  • documentNumber — Document number is required
  • phoneNumber — Phone number is required

Not shown to the customer

  • countryOfResidence — in the schema, but no layout row places it
  • countryOfResidence — x-hidden — sent in the payload, never displayed
fatca skipped

after address · 3 steps

isFatcaCountry(basic_info.countryOfResidence) → —

crs skipped

after address · 2 steps

CRS diaspora: basic_info.countryOfResidence participates and is not UG → —

Named predicates are approximated in the tool; the backend decides for real.