Onboarding configuration
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Country
Forms
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Catalogue

Base forms

The shared form definitions every country inherits. Editing one here opens it against the country you're scoped to, so the change lands as that country's overlay.

Forms

29
Form keyDescriptionVersionPatched by
account_openingv1—Edit in KE →
addressResidential addressv14 countriesEdit in KE →
address_detailsv1—Edit in KE →
basic_infoIdentity & primary contactv14 countriesEdit in KE →
biometric_fingerprintsBiometric fingerprint capturev12 countriesEdit in KE →
cif_update_confirmationv1—Edit in KE →
confidentiality_waiverFATCA confidentiality waiverv1—Edit in KE →
confirmFinal confirmationv14 countriesEdit in KE →
crs_declarationCRS self-declarationv1—Edit in KE →
crs_documentsCRS supporting documentsv1—Edit in KE →
crs_tax_detailsCRS tax residency detailsv14 countriesEdit in KE →
ekycElectronic KYC document capturev13 countriesEdit in KE →
emailv1—Edit in KE →
fatca_documentsFATCA supporting documentsv1—Edit in KE →
fatca_tax_detailsv1—Edit in KE →
foreign_tax_documentsForeign tax supporting documentsv1—Edit in KE →
foreign_tax_obligationsForeign tax obligationsv1—Edit in KE →
identity_verificationv1—Edit in KE →
kyc_docsKYC document uploadsv1—Edit in KE →
next_of_kinNext of kin detailsv11 countryEdit in KE →
occupationEmployment & occupationv14 countriesEdit in KE →
occupation_detailsv1—Edit in KE →
profile_email_validationv2—Edit in KE →
profile_physical_addressv1—Edit in KE →
profile_preferred_addressv1—Edit in KE →
profile_source_of_incomev1—Edit in KE →
profile_update_confirmationv2—Edit in KE →
review_informationReview captured informationv14 countriesEdit in KE →
selfie_livenessSelfie & liveness checkv11 countryEdit in KE →