Adding a KYB Service

In this video, we guide you through integrating services into your onboarding process. You will learn about:

• Service Catalogue: an overview of available services, steps, and actions you can add to your process.

• Customizing Service Placement: how to decide where to add services in your process and define how they should operate.

• KYB Services: examples such as Kyckr, Dun & Bradstreet, and OpenCorporates, and how to incorporate them into your workflows.

• Mapping Configurations: ensuring your process fetches the correct data by mapping fields to the appropriate service parameters.