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Boarding Templates

Partners can use various boarding templates to customize merchant onboarding and meet the business needs of each merchant.
A boarding template is a collection of predefined attributes and rules that an acquirer (bank), technical partner, or merchant uses to board merchants onto their platform. Boarding templates help automate the entire boarding process by packaging all of the required information needed to board merchants. You can use templates to reduce the manual steps and time it takes for merchant accounts to start processing payments.
Templates also allow an acquirer or partner to make configuration changes to individual and multiple merchants in the portfolio.
You can use a boarding template to initialize or make changes to any of the following:
  • Accounts
  • Transacting nodes
  • Structural nodes
The boarding template combines these essential components:
  1. Products and Product Bundles
    Partners can offer a list of products and product bundles to merchants. All products and bundles are available in a partner's catalog.
  2. Billing Template
    A combination of BUY and SELL rates that is associated with a product (or product bundle). A billing template is required for products sold by OBO partners. Non-OBO partners can choose to set a value on billing templates for tracking purposes.
  3. Product Configuration Templates
    A collection of pre-configured product settings that partners can use for boarding activities. When applied along with a merchant-specific configuration, the product is fully enabled for the merchant.
  4. Boarding Workflow
    A boarding workflow is a sequence of steps controlled by partner-specific business rules to board merchants.
  5. Additional Metadata
    These include mandatory, optional, and self-provisioned products, token IDs, and other attributes.