Console Home Home Customers Customers New Customer Customer Auditing Setup Billing Cycles Items Taxes Billing Profiles Adjustment Reasons Account Groups Actions Letters Emails Notes Documents Billings Transactions New Sale (Card) New Sale (Direct Debit) New Refund (Card) New Refund (Direct Debit) Tokens Transactions Subscriptions Chargebacks Chargebacks Remittance Merchant Statement List Balances Charges Modify Charge New Charge Reports Reports Submissions Batch List Files Equipment Terminals Terminal Order List Management Merchant Perspective New New Merchant New Merchant (Extended) New Account (Extended) New Merchant (Provisioning) Provisioning New Merchant Provisioning New Account Onboarding Application Wizard (Merchant) Onboarding Application Wizard (Account) Onboarding Application Wizard (Affiliate) Manage Selection Select Merchants (Modify Selection) Select Single Merchant Details General Settings (Remittance) Deposit Settings (Processing) Business Owners References Limits Profiles Rules Letters Emails Convenience Fees Customer Fees Settings (Billing) Branding Profile (Merchant) Accounts Accounts Terminals Terminals Processing Transactions View Transaction Chargebacks Tokens View Transaction (Split-In/Pull-In) View Transaction (Split-Out/Pull-Out) Processor Transactions View Provider Transaction Transaction Subscriptions View Subscription Transaction Remittance Adjustments List Commissions Fees Merchant Statement List Distributions Split Schema Balances Charges Modify Charge New Charge Submissions Batch List Files View Batch Resources Merchant Labels Pages Equipment Terminal Order List Reports Reports Security Users List Access Policy Roles Reseller Perspective New New Reseller Details Reseller Details Custom Fields Branding Profile (Reseller) Defaults Settings Defaults Merchants Merchants List Onboarding Onboarding Applications Agreements Remittance Reseller Statements Breakdown Reseller Statement Breakdown Modify Reseller Statement Detail Modify Commissions Reseller Statement Security Users List Access Policy Roles Equipment Configurations Terminals Terminal Order List Reports Reports Reports Portfolio Perspective New New Portfolio Details Portfolio Details Branding Profile (Portfolio) Defaults Settings Defaults Entities Merchants Resellers Channels Equipment Terminal Update Profile List Update Search Repository Fulfillment Center Terminals Parameters Terminal Messages Onboarding Applications Agreements Configurations Configurations Billing Configurations Profiles Distributions Distributions Remittance Pricing Template List Taxes Modify Tax Announcements Announcements Agreements Merchant Agreements Security Users List Access Policy Roles Profiles Provisioning Settings Facilitator Profile List Onboarding * Processing User Perspective New Human User Service User Details Human User Details Service User Details Merchants Merchants List Resellers Resellers List Portfolios Portfolios List Security Security Terminal Perspective Details Terminal Details Parameters Terminal Parameters Updates Terminal Updates Logs Logs Terminal Migration Log Distributions Perspective New New Vendor New Holding Account Details Distributions Details Statements Statements Fulfillment Perspective New New Fulfillment Center Details Fulfillment Details Users Users Shipping Shipping Orders Terminal Order List Configurations Configurations Keys Keys Models Models Administration Setup Perspective Error Codes Error Codes Email Templates Email Templates Response Codes Response Codes Holidays Holidays Note Templates Note Templates Security Access Policy Roles Blacklist Blacklist System Perspective Statistics Merchant Financial Statistics IQ Database Querying Module Log Querying Module Vel Tracking Velocity Tracking Branding Branding Branding Profile (System) Keys Decryption Keys Agreements User Agreements Jobs Send Message Manual Remittance Post Statements CLI Command Job Object Job Messages Processing Lock Logs Browse Logs Analyze Logs Transaction Logs Server Log Files FTP Gates File Store Sanitization Sanitization Profile Reporting Reporting Modify Report Providers Provider Codes Import Format Resource Code Currency Sign System Settings Diagnostic System Audit Perspective Changes Merchants Resellers Users Terminals Portfolios Portfolios Users Users List Analysis Analysis Errors Errors Transactions Transactions Audit Monitoring Perspective Manage Selection Select Merchants (Modify Selection) FTP Gates FTP Gates Transactions Transactions Sub Batch Sub Batch Statements Merchant Statement List Statement Reconciliation File Store File Store Account Profile Merchant Account Profile Billing History Billing History Providers Provider Profile Provider Account Jobs Send Message Manual Remittance Post Statements Job Object Job Messages Processing Lock Camel Routes Reporting Processing Processor Reconciliation Processing Reconciliation Transaction Summary Transaction Detail Remittance Reconciliation Queue Reports Queue Reports Reports Console perspective (new) Items

Onboarding Applications

Type:    Form

Description: Provides access to the stored onboarding applications for merchants that are associated with the selected reseller.

Items:

Search Applications

Includes various search criteria to locate a particular onboarding application.

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Find

Executes search based on predefined criteria.

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View Application

Allows reviewing the list of onboarding requests, which were sent to the provider. Opens Form: Onboarding Transaction List

Clear

Clears any selected criteria - resets the form to its original state.

Business Name

Search criteria to locate onboarding applications by a particular business name.

Tax ID

Search criteria to locate onboarding applications by a particular federal tax ID.

SSN		Search criteria to locate onboarding applications by a particular social security number.

Reseller

Search criteria to locate onboarding applications by an associated reseller.

Status

Search criteria to locate onboarding applications by a particular status.

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Approved

Indicates that onboarding request has been approved by the processor.

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Declined

Indicates that onboarding request has been declined by the processor.

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Error

Indicates that onboarding request could not be processed due to an error.

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Pending

Indicates that onboarding request has not been processed yet.

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In Review

Indicates that onboarding request has been sent to the processor and is in review now.

Title

Search criteria to locate onboarding applications by a title.

List

Includes the list of onboarding applications found based on the search criteria specified.

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ID

Identifier of the object used for references; auto-incremented integer value. References: Onboarding Application.Id

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Creation Date

Date when the record was created References: Onboarding Application.Create Date

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Business Name

The DBA ("doing business as") name. References: Onboarding Business Info.Business Name

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Tax ID

Identifier of the assigned federal tax. References: Onboarding Business Info.Tax ID

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Reseller

Name of the reseller (company or person). References: Reseller.Name

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Merchant Account

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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View Merchant

Allows to review details of a merchant or merchant account associated with the selected onboarding application. Opens Form: General

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Status

Current status of the application. The values can be the following: Pending - Indicates that an application is waiting for review. In Review - Indicates that an application currently in review. Approved - Indicates that an application is approved after review. Rejected - Indicates that previously approved application is rejected. Declined - Indicates that an application is declined after review.

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Actions

Allows to change application status.

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Reject Application

Rejects the application after underwriting through an external service was performed and the results are not acceptable. This action is available for applications in Approved status only.

View Application

Allows to review the selected onboarding application. Opens Form: Onboarding Application Wizard (Merchant)