Onboarding Application Wizard (Affiliate) 
Type: Form
Description: Provides access to onboarding wizard that allows onboarding of an affiliate.
Tabs:
Items:
Onboarding Wizard |
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Includes settings that allow affiliate creation with the help of onboarding wizard.
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Save
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Saves all information on the form. |
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Close
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Closes the form without saving any changes. |
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Previous
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Returns to the previous step. |
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Next
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Proceeds to the next step. |
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Skip
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Skips the current step. |
Select Portfolio |
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Includes the list of available portfolios and associated onboarding profiles.
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Portfolio |
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Includes the list of available portfolios. After a portfolio is selected, the list of the processors available for this portfolio will be shown.
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Onboarding Profile |
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Includes the list of available onboarding profiles associated with the selected portfolio.
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General |
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Provides access to general affiliate settings.
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Detail |
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Includes general settings that identify the merchant within the system.
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Underwriting
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Verify
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Requests verification of the Tax ID specified for the affiliate. |
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Portfolio
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Code of the portfolio that this record belongs to. References: Onboarding Application.Portfolio Code |
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ID
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Code of Merchant Account to which instance of this object is attributed to. Depending on the context, Merchant Account Code field may contain either Merchant Code or Merchant Account Code. The field is primarily used for data partitioning and data management, to make it easy to determine the ownership of a record within the database. References: Onboarding Application.Merchant Account Code |
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Active
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Indicates whether the record is active and can process through the system. References: Merchant.Is Active |
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Code
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Secondary identifier of the merchant/merchant account which can be used for cross-referencing records between the gateway and integrated systems. References: Onboarding Application.Merchant Ref Code |
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Name
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Name of the affiliate. |
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Time Zone
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This field consists of two parts - a code of the country and a code of the time zone. Time zone set for application. References: Onboarding Application.Time Zone |
Submerchant |
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Includes information about sub-merchant assigned to the affiliate.
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Name
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Name of the sub-merchant. References: Onboarding Application.Submerchant Name |
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Code
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Secondary identifier of the sub-merchant which can be used to cross-reference records between UniPay and integrated systems. References: Onboarding Application.Submerchant Ref Code |
Business |
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Provides access to various business information about the affiliate.
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Business Information |
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Includes business information about the affiliate.
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Business Name |
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Legal
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Legal name of the business company. References: Onboarding Business Info.Legal Name |
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Ownership Type
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Represents the type of ownership structure. References: Onboarding Business Info.Onboarding Ownership Structure |
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Tax ID
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Identifier of the assigned federal tax. References: Onboarding Business Info.Tax ID |
Legal Address |
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Includes information about business legal address of the affiliate.
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Copy Data From
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Allows to copy information from the selected source. |
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Owner Address
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Allows to copy information from the primary owner address. |
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Street
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Street (line 1) of the business company mailing address. References: Onboarding Business Info.Street 1 |
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City
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City of the mailing address. References: Onboarding Business Info.City |
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State
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State code of the business company mailing address. References: Onboarding Business Info.State |
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Zip Code
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ZIP (or postal) code of the business company mailing address. References: Onboarding Business Info.ZIP Code |
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Primary Owner |
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Includes address of the primary owner.
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Copy Data From
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Allows to copy information from the selected source. |
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Legal Address
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Allows to copy information from the legal address. |
Personal |
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Includes personal information about the primary owner.
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First Name
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First name of the merchant. References: Onboarding Application.First Name |
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Last Name
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Last name of the merchant. References: Onboarding Application.Last Name |
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Email
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Email address used to send any notifications or discuss any processing issues. References: Onboarding Application.Email |
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Phone
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Phone number used to discuss any occured processing issues. References: Onboarding Application.Phone |
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Birth Date
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Date of birth of the merchant. References: Onboarding Application.Birth Date |
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SSN
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Social security number of the merchant. References: Onboarding Application.Social Security |
Address |
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Includes address of the primary owner.
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Street (line 1)
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Street (line 1) of the mailing address. References: Onboarding Application.Street1 |
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Street (line 2)
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Street (line 2) of the mailing address. References: Onboarding Application.Street2 |
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City
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City of the mailing address. References: Onboarding Application.City |
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State
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State code of the mailing address. References: Onboarding Application.State |
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Zip Code
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ZIP (or postal code) of the mailing address. References: Onboarding Application.ZIP Code |
Estimates |
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Provides access to affiliate's estimates.
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Estimates (Transaction Amount) |
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Includes settings related to estimated transactions' count and volume.
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Estimation Period
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Enumeration of possible time periods for which transaction volume and average transaction amount are defined. References: Business Info.Estimation Period CL |
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Annualy
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Indicates that transaction volume and average transaction amount are defined for a year. |
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Daily
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Indicates that transaction volume and average transaction amount are defined for a day. |
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Monthly
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Indicates that transaction volume and average transaction amount are defined for a month. |
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Weekly
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Indicates that transaction volume and average transaction amount are defined for a week. |
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Total Volume
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Estimated number of the payment card transactions within a year. References: Onboarding Business Info.Annual Cards Volume |
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Avg Ticket
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Estimated average amount of the payment card transactions within a year. References: Onboarding Business Info.Avg Cards Transaction Amount |
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Max Ticket
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Maximum allowed amount of transactions. References: Onboarding Business Info.Max Transaction Amount |
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Card Type Distribution |
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Includes settings related to money distribution by the card type.
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Type
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Type of the payment card. |
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Lock
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Allows to lock percentage rate for the selected card type. |
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%
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Percentage of estimated transaction amount for the selected card type. |
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Tx Volume
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Estimated transaction volume for the selected card type. |
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Tx Count
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Estimated transaction count for the selected card type. |
Entry Mode Distribution |
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Includes settings related to money distribution by the entry mode.
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Type
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Type of the entry mode. |
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Lock
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Allows to lock percentage rate for the selected entry mode. |
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%
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Percentage of estimated transaction amount for the selected entry mode. |
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Tx Volume
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Estimated transaction volume for the selected entry mode. |
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Tx Count
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Estimated transaction count for the selected entry mode. |
Settings |
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Provides access to additional affiliate settings.
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Remittance |
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Includes remittance settings of the affiliate.
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Remitter
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Code of the remitter assigned to the record. References: Onboarding Business Info.Remitter Code |
Deposit Information |
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Includes deposit settings of the affiliate.
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Bank Name
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Name of the deposit account assigned by the bank. References: Onboarding Business Info.Deposit Bank Name |
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Holder Name
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Name of the deposit account holder. References: Onboarding Business Info.Deposit Holder Name |
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Account #
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Number of the deposit account assigned by the bank. References: Onboarding Business Info.Deposit Account Number |
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Routing #
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Routing number of the bank deposit account. References: Onboarding Business Info.Deposit Routing Number |
Charge Information |
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Includes charge settings of the affiliate.
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Account Usage
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Reference to the entity that represents possible values for account usage. References: Onboarding Business Info.Account Usage CL Charge |
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Fee Only
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Indicates that only fees are withdrawn from the selected bank account. |
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Negative Balance
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Indicates that fees, chargebacks, returns and adjustments are withdrawn from the selected bank account. |
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Not Used
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Default value.
Indicates that no money is withdrawn from the selected bank account. |
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Bank Name
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Name of the charge account assigned by the bank. References: Onboarding Business Info.Charge Bank Name |
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Holder Name
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Name of the holder that a charge account is assigned to. References: Onboarding Business Info.Charge Holder Name |
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Account #
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Number of the charge account. References: Onboarding Business Info.Charge Account Number |
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Routing #
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Routing number of the bank associated with merchant's deposit operations. References: Onboarding Business Info.Charge Routing Number |
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Process |
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Provides access to affiliate's verification process.
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Process List |
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Includes detailed information about affiliate's verification process.
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Stage
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Stage of the onboarding process. |
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Date
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Date and time of the stage completion. |
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Status
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Status of the stage completion. |
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Status Update
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Updates current status of the onboarding process. |
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