Workflow: Business-Application

The Business-Application Workflow manages the process of onboarding and evaluating new businesses. It handles the collection, validation, and processing of business applications while ensuring compliance with your organization's requirements.

Key Concepts

Application Lifecycle

The workflow guides an application through its lifecycle to gather all required information from a business and related entities (owners, bank accounts, etc.).

Applying User

The workflow requires at least the email address of an applying user, which is used for communication, authentication, and identification during the workflow.

Requirements

The Business-Application Workflow requires:

• Business-type Subject Record
• Applying user email address

Optional Information

Additional application context can be provided:

• Pricing model identifier
• Referrer identifier (marketplace, web page, sales person)

Current Limitations

• A Subject Record can only be part of one Business-Application Workflow

Integration Patterns

See Starting a Business Application for step-by-step implementation, or Digital Application UI Integration for hosted UI implementation.