Add new Onboarding Process

Create a new process for onboarding individuals or organizations

Written by Felix Mayer

To add a new process go to Processes and click Add new process button.

Select Create an Onboarding Process.

Choose a name for the new process.

Now you see the spektr process builder. Here you can create and edit processes.

To start, add your first step

Next, you can choose what you want to add to your process.

Steps

In the Steps tab, you can choose between all available process steps.

Click on a step to add it to the process.

Please note, that you cannot change the initial step later on.

Please note, that you cannot change the order of steps later on.

Here you can find detailed explanations for all step types

Form step

Connection Graph Form step

Calculation step

Routing step

Returning process step

spektrAI step

Customer duplicate detection

Export

End step

Services

Click on a service to add it to the process.

Here you can find all available service types

AML

ComplyAdvantage

ComplyAdvantage

KYB

OC - OpenCorporates
Kyckr
Virk
D&B - Dun & Bradstreet
Moody's
Bolgaverket

OC - OpenCorporates

Kyckr

Virk

D&B - Dun & Bradstreet

Moody's

Bolgaverket

Connection

Slack

Slack

KYC

Veriff
Veriff Upload
MitID
BankID

Veriff

Veriff Upload

MitID

BankID

Document OCR
Website Checker

Document OCR

Website Checker

Document signature

Scrive

Scrive

Actions

Click on an action to add it to the process.

Here you can find detailed explanations for all action types

Manual Review

To test your onboarding process, click on Test in the Header menu.