Compliance Provider Setup

The Toqio Onboarding Template operates at the Provider level, enabling seamless compliance management for Customers and their Merchants.

Before customising the template for your onboarding workflow, some initial configuration steps must be completed. Our Delivery and Support teams will assist you throughout the process to ensure a smooth setup..

Setup Overview

1️⃣ Compliance Provider Configuration

The Compliance & BaaS Provider configuration is managed internally by our Delivery team. Once the setup is completed, you will receive your Compliance Provider Name, which is required for all onboarding journey requests.

2️⃣ Setting Your Compliance Provider

By default, the template includes a pre-configured provider. However, before using it, you must update the provider settings to match your compliance provider.

The Compliance Provider Name is a crucial parameter that ensures the correct onboarding flow is applied. Follow these steps to update the provider name within the template:

1. Open the Template – Navigate to the CPT_PG001 Main Page
2. Access Form Properties – Click anywhere outside the page to open the Form Properties panel
3. Modify the Expression –
   • In the right-side panel, locate the Events section
   • Under Expression, replace the existing provider name with the new one
   • Use the Compliance Provider Name provided by our Delivery team
4. Save & Verify – Ensure the changes are correctly applied

Example:

Once updated, your template-based application will be configured for the designated compliance provider.