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Definition

Portal is Ondorse's white-label onboarding solution. It helps you create a fluid and smart experience for your customers by integrating features such as auto-fill and suggestions. It leverages the know-how of Ondorse in business and individual onboarding while supporting a high degree of visual customisation.

A portal is a set of Ondorse-hosted web pages with a unique URL you can generate through Ondorse API. Once you have generated a portal and sent it to a customer, the information the customer fills in, including collected documents, will be sent to a case in the Ondorse case management.

Portal's web pages are based on the following logic:

• Business details, a web page to collect information on a legal entity (note that you can add custom questions)
• Relationships details, a web page to collect information about the relationships of the company (natural persons and entities) such as the directors of a company
• Documents, a web page to drop all required documents

Each portal is unique and persistent. It means that, until submitted, a customer can go back to its portal page to add more information or edit it.

Portal's features include:

• Search bar on entity names or registration number, with auto-complete to ease the search
• Auto-fill of fields powered by official register connections to reduce the burden on your customer and maximise conversion rate (note that customers can always edit and modify this information)
• Relationships (natural persons or entities) smart suggestions for directors and UBOs, depending on data availability
• Responsive design to fit seamlessly on any screen size

Portal links creation

Portal links can be created directly in the Portals section. By clicking "Create portal," a link is automatically generated, which can be shared with your customers for onboarding in Ondorse. All links are stored and retrievable in the Portals section.