We improved the way you are able to track the onboarding progress of an organization by adding an additional endpoint and several new callbacks.

Onboarding & Risk status

Sometimes the user who needs to provide data and/or documents during onboarding is not the one who applies/enables the credit card feature in your applications. Previously it was not possible for you to show any kind of information about onboarding progress to your customers.

We do now provide a new endpoint that allows you to fetch details about the onboarding of a specific organization: GET /organizations/{organizationId}/risk.

This enables you to either show information about the onboarding status to your support/ops/sales teams. You can even provide the progress of the onboarding as part of your UI to your customers.

Onboarding Events

Next to the endpoint, we are providing a list of new events that you can subscribe/unsubscribe to by adding or updating your subscriptions for the organization entity:

REPRESENTATIVE_SUBMISSION_STATUS_CHANGED
REPRESENTATIVE_LEGITIMATION_STATUS_CHANGED
DOCUMENT_CUSTOMER_STATUS_CHANGED
DIRECT_DEBIT_STATUS_CHANGED
BANK_CONNECTION_STATUS_CHANGE

All of the above do have eventType, organizationId and statusChange properties in the body of the callback.

• For REPRESENTATIVE_SUBMISSION_STATUS_CHANGED and REPRESENTENTIVE_LEGITIMATION_STATUS_CHANGED we do additionally provide the representativeId.
• For DOCUMENNT_CUSTOMER_STATUS_CHANGED we do additionally provide category.

Please find a sample below:

{
  "eventType": "REPRESENTATIVE_SUBMISSION_STATUS_CHANGED",
  "organizationId": "b1f8e35c-c500-4bbf-aa20-3dc14b83ff19",
  "representativeId": "2acaec98-b337-4006-ba09-a93874d9b338",
  "statusChange": {
    "beforeChange": "INTERNAL_ONLY",
    "afterChange": "INFO_REQUESTED"
  }
}

Important remarks

📘

We do only share any information via endpoint or events if the owner of the organization has agreed to share the onboarding status within Pliant.

❗️

We do never share any personal and/or sensitive information of any of the involved parties nor do we share any details about the requested documents, connected bank accounts or the direct debits.