> ## Documentation Index
> Fetch the complete documentation index at: https://docs.frankieone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Business Onboarding

Business Onboarding is a hosted flow that guides applicants through providing the information needed to verify an organisation. You generate a time‑limited URL and redirect your user to complete the steps.

<Warning>
  Business Onboarding is not enabled by default. Contact FrankieOne to enable it for your tenant and to provision your onboarding flow configuration (`flowId`).
</Warning>

***

## How it works

* **Generate a hosted URL** using your `flowId`.
* **Redirect** the applicant’s browser to the returned URL.
* The applicant completes the onboarding pages and submits.
* Verification URL for identified owners can be sent from the flow.
* **Redirect after completion** can be configured (CTA target on the End page).

***

## Generate a hosted URL

Use the Hosted URL endpoint to create a URL for a new onboarding session.

```http HTTP theme={null}
POST /v2/organizations/hostedUrl
Host: api.uat.frankie.one
```

### Headers

* `api_key`: Your FrankieOne API key
* `X-Frankie-CustomerID`: Your Customer ID
* `X-Frankie-CustomerChildID`: Child tenant identifier

### Request body

```json JSON theme={null}
{
  "flowId": "example-flow-id"
}
```

### Sample request (UAT)

```bash theme={null}
curl --request POST \
  --url https://api.uat.frankie.one/v2/organizations/hostedUrl \
  --header 'api_key: <YOUR_API_KEY>' \
  --header 'X-Frankie-CustomerID: <YOUR_CUSTOMER_ID>' \
  --header 'Content-Type: application/json' \
  --data '{
    "flowId": "<your-flow-id>"
  }'
```

### Sample response

```json JSON theme={null}
{
  "url": "https://verify.uat.frankie.one/v2/?t=shortToken",
  "urlExpiry": "2025-01-01T00:00:00.000Z",
  "requestId": "01HN9XHZN6MGXM9JXG50K59Q85"
}
```

***

## Pages in the flow

Below are the standard pages included in the hosted flow. Availability and fields depend on your configured `flowId` and the selected organisation type.

* **Start page**
  Intro screen to begin a new application.

  <Frame caption="Start page">
    <img src="https://mintcdn.com/frankieone-f5583b1b/KtN8STJxha-rSSbB/images/v2/kyb/BusinessOnboarding/Start.png?fit=max&auto=format&n=KtN8STJxha-rSSbB&q=85&s=7abd9c4c85fc3b196361c596b4e9cb50" alt="Business onboarding start page" style={{ width: '100%', maxWidth: '1024px' }} width="2940" height="1656" data-path="images/v2/kyb/BusinessOnboarding/Start.png" />
  </Frame>

* **Applicant details**
  Captures the applicant’s name, role, contact details, and consent. The Terms & Conditions checkbox message can be customised.

  <Frame caption="Applicant details">
    <img src="https://mintcdn.com/frankieone-f5583b1b/KtN8STJxha-rSSbB/images/v2/kyb/BusinessOnboarding/ApplicantDetails.png?fit=max&auto=format&n=KtN8STJxha-rSSbB&q=85&s=fa6a8a3e884abfb24fe8454143142ae0" alt="Applicant details page" style={{ width: '100%', maxWidth: '1024px' }} width="2940" height="1662" data-path="images/v2/kyb/BusinessOnboarding/ApplicantDetails.png" />
  </Frame>

* **Lookup**
  Search by organisation name, ABN or ACN. On submission, the flow runs an **Ownership** query on the selected organisation to determine structure and required next steps.

  <Frame caption="Lookup">
    <img src="https://mintcdn.com/frankieone-f5583b1b/KtN8STJxha-rSSbB/images/v2/kyb/BusinessOnboarding/Lookup.png?fit=max&auto=format&n=KtN8STJxha-rSSbB&q=85&s=427ca69ee1deffc171f89c8660d3fb72" alt="Organisation lookup page" style={{ width: '100%', maxWidth: '1024px' }} width="2940" height="1666" data-path="images/v2/kyb/BusinessOnboarding/Lookup.png" />
  </Frame>

* **Additional details**
  Fully customisable fields (labels, required/optional) for business context, e.g. source of wealth/capital, industry, purpose, contact details.

  <Frame caption="Additional details">
    <img src="https://mintcdn.com/frankieone-f5583b1b/KtN8STJxha-rSSbB/images/v2/kyb/BusinessOnboarding/AdditionalDetails.png?fit=max&auto=format&n=KtN8STJxha-rSSbB&q=85&s=d1f607eef23cc613feb1c5341cb9e1ae" alt="Additional details page" style={{ width: '100%', maxWidth: '1024px' }} width="2940" height="1660" data-path="images/v2/kyb/BusinessOnboarding/AdditionalDetails.png" />
  </Frame>

* **Organisation details**
  Prefilled from registry/profile data where available. Address fields may require confirmation/editing depending on data availability.
  Applicable to: sole trader, company, and trust organisations.

  <Frame caption="Organisation details">
    <img src="https://mintcdn.com/frankieone-f5583b1b/KtN8STJxha-rSSbB/images/v2/kyb/BusinessOnboarding/OrganizationDetails.png?fit=max&auto=format&n=KtN8STJxha-rSSbB&q=85&s=6652b2af329ac7e0f82d9b1da6d83276" alt="Organisation details page" style={{ width: '100%', maxWidth: '1024px' }} width="2938" height="1664" data-path="images/v2/kyb/BusinessOnboarding/OrganizationDetails.png" />
  </Frame>

* **Document upload**
  Fully customisable document groups and requirements. For trust organisations, the flow adds defaults for Trust Deed, Deeds of Variation, and Register of Unit Holders.
  Applicable to: company and trust organisations. Sole trader does not include this step.

  <Frame caption="Document upload">
    <img src="https://mintcdn.com/frankieone-f5583b1b/KtN8STJxha-rSSbB/images/v2/kyb/BusinessOnboarding/DocumentUpload.png?fit=max&auto=format&n=KtN8STJxha-rSSbB&q=85&s=11b8aebb895a43fe2ad429f9a9760f6b" alt="Document upload page" style={{ width: '100%', maxWidth: '1024px' }} width="2940" height="1666" data-path="images/v2/kyb/BusinessOnboarding/DocumentUpload.png" />
  </Frame>

* **Owners**
  Displays identified significant owners and directors for confirmation and contact details capture.
  Applicable to: sole trader and company.

  <Frame caption="Owners">
    <img src="https://mintcdn.com/frankieone-f5583b1b/KtN8STJxha-rSSbB/images/v2/kyb/BusinessOnboarding/Owners.png?fit=max&auto=format&n=KtN8STJxha-rSSbB&q=85&s=0ca347a0eb334396a23245ee6199bf9a" alt="Owners page" style={{ width: '100%', maxWidth: '1024px' }} width="2940" height="1666" data-path="images/v2/kyb/BusinessOnboarding/Owners.png" />
  </Frame>

* **Review**
  Summary of all captured details and documents prior to submission.

  <Frame caption="Review">
    <img src="https://mintcdn.com/frankieone-f5583b1b/KtN8STJxha-rSSbB/images/v2/kyb/BusinessOnboarding/Review.png?fit=max&auto=format&n=KtN8STJxha-rSSbB&q=85&s=b7d51f062db004172019272f2fd00934" alt="Review page" style={{ width: '100%', maxWidth: '1024px' }} width="2940" height="1650" data-path="images/v2/kyb/BusinessOnboarding/Review.png" />
  </Frame>

* **End page**
  Confirmation page. The primary CTA can redirect to a configurable URL (e.g. return to your product).

  <Frame caption="End page">
    <img src="https://mintcdn.com/frankieone-f5583b1b/KtN8STJxha-rSSbB/images/v2/kyb/BusinessOnboarding/End.png?fit=max&auto=format&n=KtN8STJxha-rSSbB&q=85&s=9559cc33a7063d522f323e4b2ccdeaad" alt="End page" style={{ width: '100%', maxWidth: '1024px' }} width="2936" height="1654" data-path="images/v2/kyb/BusinessOnboarding/End.png" />
  </Frame>

## Branding and UI customisation

* **Logo**: Replace with your brand logo.
* **Buttons**: Configure colour and border radius.
* **Copy**: Customise explanatory text and T\&C/consent copy.
* **Fields**: Add, remove, or reorder fields on Additional Details and Document Upload pages, including validations and optionality.
* **Redirects**: Configure the destination for the End page CTA.

Work with FrankieOne to define these in your flow configuration.
