Typical Scenario

This section illustrates some common scenarios for onboarding a merchant:

Scenario 1: Submit the Initial Application at one go

When you have all the merchant data ready for a new application and want to submit the application for further processing:

  • Create an application with all the necessary data points.
  • Set the type as INITIAL_APPLICATION.
  • Set submit as true for further processing the application.

API to use: Create Application

Scenario 2: Save the Initial Application and Submit it later

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.
  • 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: Create Application + Submit Application

Scenario 3: Add a new location to the 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.

APIs to use: Create Application

  • 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: Create Application + Submit Application

Scenario 4: Add a new account to the 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: Create Application

  • 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: Create Application + Submit Application

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