Guardline

    Overview

    Onboarding (KYC/KYB) integration with Guardline — create flows, complete onboarding, and interact with the Platform.

    Onboarding Web UI

    Onboarding provides a hosted onboarding experience for KYC (individuals) and KYB (businesses). As a developer, you interact with the public layer only—no need to touch the core workflow engine or internal services.

    Public Layer Components

    ComponentPurpose
    Onboarding Web UIHosted web app where end users complete onboarding (document upload, forms, liveness)
    Platform dashboard (Platform)Compliance UI — People (KYC), Legal (KYB), Manual Onboarding, Onboarding Flow editor

    Flow Types

    TemplateDescription
    KYCKnow Your Customer — individuals
    KYB_BASIC_ARGKnow Your Business — Argentina
    KYB_BASIC_BRAKnow Your Business — Brazil

    Implementation Plan

    Step-by-step guide to create and complete onboarding flows with diagrams.