Search Overlay

Typical Scenarios

This section describes some common scenarios for onboarding a merchant.

Submit initial application

When you do not have all the data ready for a new application and want to save the application.

  • Create an application with all the necessary data points.
  • Set the type as INITIAL_APPLICATION.
  • Set submit as false to save the application.
  • Get Terms and Conditions using 'Get Terms and Conditions'.
  • Make a call to the Submit Application API (Terms and Conditions should be given from Get T andC call).

Add Subaccount to an existing application

  • Go through Sub Accounts page for detailed info.
  • Create an application with all the necessary data points and set type as ADD_SUB_ACCOUNT. Content as follows:
  • If you are ready to submit the application for further processing, set submit as true.
  • Alternatively, if you want to save the application, set submit as false.
  • Whenever you want to proceed for further processing of the application, make a call to the Submit Application API, and set submit as true.

Edit Subaccount to an existing application

  • Go through Sub Accounts page for detailed information.
  • Create an application with all the necessary data points and set type as EDIT_SUB_ACCOUNT. Content as follows:
    • If you are ready to submit the application for further processing, set submit as true.
    • Alternatively, if you want to save the application, set submit as false. Whenever you want to proceed for further processing of the application, make a call to the Submit Application API, and set submit as true.

Add a new location to an existing application

When you want to add a new location to an existing application:

  • Create an application with all the necessary data points.
  • Set the type as ADDITIONAL_LOCATION.
  • If you are ready to submit the application for further processing, set submit as true.
  • Alternatively, if you want to save the application, set submit as false. Whenever you want to proceed for further processing the application, make a call to the Submit Application API, and set submit as true.

Add a new account to an existing application

When you want to add a new account to an existing application:

  • Create an application with all the necessary data points.
  • Set the type as ADDITIONAL_ACCOUNT.
  • If you are ready to submit the application for further processing, set submit as true.
  • Alternatively, if you want to save the application, set submit as false. Whenever you want to proceed for further processing the application, make a call to the Submit Application API, and set submit as true.