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How-To Adding a KYB Service

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.