Onboarding Holds

This report captures accounts under a partner that are on-hold during the onboarding process. The report includes data for ISVs who are using Simplified Onboarding App form. It captures the applications put on hold before enabling the merchant/partner for the first time as part of the onboarding process. This report does not capture data for cases when an enabled merchant/partner is put on hold.

Creation Date

This report processes two sets of data - a) Before the merchant application is submitted b) After the merchant application is submitted. The creation date definition varies for these two sets of data.

• CREATION_DATE (before the merchant application is submitted): If the merchant application is not submitted, the creation date corresponds to the day when the application was first accessed by the merchant.
• CREATION_DATE (after the merchant application is submitted): Once the merchant application is submitted, the creation date corresponds to the day when the merchant application is actually submitted.

There are a number of fields that get populated only after the merchant application is submitted. These fields will have the value "NA" before the merchant application is submitted: (PRODUCT_NAME,PRODUCT_ID,ACCOUNT_ID,ACCOUNT_NAME,LEGAL NAME, COUNTRY, PROCESSING_CURRENCY, BUSINESS_CATEGORY, LAST_COMMENT_ENTERED, ON_HOLD_INDICATOR, ON_HOLD_REASON_CODE, ON_HOLD_REASON, NOTE, AMEX_MID, PROCESSING_TYPE, AGENT_PROFILE_1, AGENT_PROFILE_2, DEFAULT_BANK, ENABLED_DATE)

By default the report returns data for CREATION_DATE = (Current date (UTC) - 30 day) to Current date

On-Hold Reasons