Via My Finqle > Templates > Onboarding you can view and edit all onboarding templates you use for your merchants.
Overview
On the Onboarding templates page you will see a template list showing all available templates, including:
- Type (for example Merchant)
- Title (the template name, such as Standard Onboarding)
Select a template to edit it or confirm it for use.
Editing an onboarding template
When you open a template, the Update Onboarding Template panel appears on the right side of the screen.
Template settings
- Title: the internal name of the onboarding template.
- Description: a short explanation for reference.
Sections & fields
Templates are structured into sections, each containing specific document or data requirements. Examples:
- Company details
- Invoicing information
- Director information
- Personal details
For extra requirements, use Add new section.
Duplicating and deleting templates
- Duplicate: open the template list, select a template and choose Duplicate to create a copy you can adjust for a different merchant type or contract variant, without rebuilding it from scratch.
- Delete: templates that are not currently linked to an active onboarding can be deleted from the template list. Templates already in use by an in-progress onboarding cannot be deleted until that onboarding is completed or cancelled.
How template fields map to KYC and verification
Each section on an onboarding template corresponds to a KYC or Wwft verification requirement Finqle needs before a merchant can be activated:
| Template section | Verification purpose |
|---|---|
| Company details | Confirms KVK registration and legal entity match |
| Director information | Wwft ultimate beneficial owner (UBO) and signing authority checks |
| Personal details | Identity verification (ID document, selfie) |
| Invoicing information | VAT number and bank account (IBAN) validation |
Removing a required field from a template does not remove Finqle's underlying verification requirement. The merchant may simply be asked for that information separately before activation.
Need help?
Contact your Account Manager by email or phone.