Completing the Application
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Note: The following steps are performed by the Merchant. After receiving the application link, the Merchant completes and submits their application through the Automated Merchant Onboarding tool.
To complete a merchant application:
To protect sensitive merchant data, Automated Merchant Onboarding requires users to set a 4-digit security PIN when starting an application. This PIN prevents unauthorized access to in-progress applications.
If the application session is abandoned, users must enter their previously created PIN to resume the process. After entering the PIN, they can click Continue to proceed with the application.
If the PIN entry is invalid or forgotten, users can click Forgot PIN? to reset it.
After selecting Forgot PIN? users will receive a reset link via email. Clicking the reset link invalidates the old PIN and prompts the user to create a new PIN before accessing the application.
The PIN reset email is sent to the primary email address provided in the emailAddress object within the merchantInformation array during the initial merchant creation request to the Automated Merchant Onboarding web service.
When users click the reset link, they will be redirected to the Automated Merchant Onboarding application to create a new PIN. Once set, they can continue the application from where they left off.
Automated Merchant Onboarding ensures data integrity and security by validating all submitted information before finalizing the application. The platform performs comprehensive input validation, checking data formats like email addresses and phone numbers and verifying that inputs meet the required criteria.
These security measures help maintain accuracy, compliance, and a smooth user experience throughout the onboarding process.
Each designated contact signer must provide electronic consent before signing application documents. This consent enables the use of digital signatures and electronic records, replacing traditional paper-based processes.
Once the user reviews and agrees to the terms, they can sign electronically to confirm their acceptance of the agreement.
After providing consent, users can proceed to review and sign all required application documents. Automated Merchant Onboarding guides them through the process, ensuring all necessary steps are completed.
Once the application is finalized, users can be automatically redirected to a designated URL for a seamless transition. This feature allows businesses to guide users to a confirmation page, additional resources, or any custom destination, optimizing the onboarding journey.
