Underwriting Management

Underwriting is a part of merchants onboarding and is intended for the evaluation of merchant compliance with business, risk and other rules and policies. Integrations with External Validation services can be used for validating information submitted from the application and automating application status provisioning. Underwriting can be enabled and configured at the Service Provider level for relevant Sub-Accounts. The Underwriting Management section has three sections:

• Templates – this screen allows Operator Managers, Service Provider Admins and/or custom user roles with corresponding permissions to create templates for underwriting applications.
• Applications – this screen allows Operator Managers, Service Provider Admins and/or custom user roles with corresponding permissions to create underwriting applications based on existing templates.
• Sign-up Summary Report – provides you with the number of applications per life cycle step and number of boarded Sub-Accounts (boarded, active, disabled) on a specific date.