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.
APIs to use
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.
APIs to use
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.
APIs to use
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.
APIs to use
- 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.