Configuration options
Ondorse's portal support a large and ever-growing list of configuration options so that the Portal fits to your particular needs.
Theme
Portal's colours and logo are customisable to your brand.
Support for multiple themes
When creating a portal, you can chose the theme that will be applied. With this feature, you can provide to your partner a collect experience that matches their brand.
Supported countries
The portal is designed to be able to onboard any business of any country in the world. However you can limit which country the portal can onboard.
Onboarding type
Chose the type of entity to onboard: Business or Natural persons.
Additional questions
You can configure additional questions to be asked during the onboarding.
See Custom fieldsand Conditional enhanced due diligence
Expected documents
Managing documents in Ondorse and providing sufficient flexibility starting from onboarding is a key aspect of Ondorse's solution.
Customizable document types
- Expected documents define document categories
- Document types can be defined within a document category to list specific types of documents requested; this is very useful when several types of documents can support a document request (think of a proof of address that could be an telephone invoice or a tax receipt for example).
Customizable collect conditions
You can condition the collect of documents to conditions of the case.
For instance, you can decide to ask for a Proof of funds for a specific type of legal entity:
With this feature, you can cover a large range of requirements such as:
- collect article of association only for some countries where the data-coverage is poor
- collect proof of fund documents for specifically risky legal forms (associations...)
- collect a power of attorney when the signatory is not a director of the company
- etc..
PVID step
Portal supports PVID step using the providers of your choice among:
- Checkout.com identity verification (ex-Ubble)
- Veriff
- Jumio
- Custom: contact us for more details
Wordings
All text and wording of the user interface are customisable and localised to your customer’s preferred language.
Ask your assigned CSM to configure these customization.
Updated 8 days ago