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Tenant Onboarding
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Go-Live Process
Go-Live Process
Tenant Onboarding
Sandbox Setup
Production Setup
Go-Live Procedure
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Tenant Onboarding
Onboarding Process Overview
Required Documentation
Registration Steps
1. Initial Consultation
2. Documentation Submission
3. Compliance Review
4. Account Creation
5. Sandbox Access
Next Steps
Go-Live Process
Tenant Onboarding
Initial tenant registration and setup process
Tenant Onboarding
This guide outlines the process for new tenants to register and complete the initial setup with FinHub’s Embedded Finance Platform.
Onboarding Process Overview
The tenant onboarding process involves several steps to establish your organization as a financial service provider on our platform:
Required Documentation
To complete the tenant onboarding process, you’ll need to provide:
Business Registration Documents
Certificate of Incorporation
Business Registration Certificate
Tax Identification Number
Compliance Documentation
AML Policy
KYC Procedures
Risk Assessment Framework
Technical Contact Information
Primary Technical Contact
Security Officer Contact
Operations Manager Contact
Registration Steps
1. Initial Consultation
Schedule an initial consultation with our sales team to discuss your specific requirements and use cases.
2. Documentation Submission
Submit all required documentation through our secure portal or directly to your assigned account manager.
3. Compliance Review
Our compliance team will review your documentation to ensure regulatory requirements are met.
4. Account Creation
Upon approval, we’ll create your tenant account in our system.
5. Sandbox Access
You’ll receive credentials to access our sandbox environment for development and testing.
Next Steps
After completing the onboarding process, proceed to the
Sandbox Setup
guide to begin your integration journey.
Go-Live Process
Sandbox Setup
Assistant
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