Guide for Modelers

Modify Field Validations

To adjust validations:

  • Select the field → Open right panel

  • Modify:

    • Custom validations: change logic or error messages
    • Regex: update regex pattern as needed


    • Error messages: change the message for validation regex to one you require.


Add Input Components

  • Use the left-side component list
  • To add new fields you can do it in the current form:
    • Add the new fields that users need to fill out
    • Map the new fields to the variable named registration
    • Ensure these fields are also mapped in the SRT_P001 process under "Create Client Service Registry".

Available fields for the form:


Template Display NameToqio DB paramRequiredType
NamefirstNameMandatorystring
EmailemailMandatorystring
CustomercustomerMandatorystring
Client typeclientTypeMandatorystring
Country codecountryCodeMandatorystring
Legislation CountrylegislationCountryMandatorystring
Organisation TypeorganisationTypeMandatorystring
Phone CountryphoneCountryMandatorystring
Phone NumberphoneNumberMandatorystring
Sub Organisation TypesubOrganisationTypeMandatorystring
RoleroleMandatorystring
Company NamenameMandatorystring
Accept PPacceptPPMandatorystring
Last NamelastNameMandatorystring
Access TokenaccessTokenMandatorystring
CaptchacaptchaMandatorystring
CIFcifMandatorystring
Middle NamemiddleNameOptionalstring
Residence CountryresidenceCountryOptionalstring
Personal Postal CodepersonalPostalCodeOptionalstring
Personal AddresspersonalAddressOptionalstring
Personal Address 2personalAddress2Optionalstring
Personal CitypersonalCityOptionalstring
Postal CodepostalCodeOptionalstring
AddressaddressOptionalstring
Address 2address2Optionalstring
CitycityOptionalstring
Override ComplianceoverrideComplianceOptionalboolean
Send EmailsendEmailOptionalboolean
Birth DatebirthDateOptionaldate (ISO)
Business CodebusinessCodeOptionalstring
Document NumberdocumentNumberOptionalstring
Document Expiration DatedocumentExpirationDateOptionaldate (ISO)
Document Issue DatedocumentIssueDateOptionaldate (ISO)
Document Issuer CountrydocumentIssuerCountryOptionalstring
Document TypedocumentTypeOptionalstring
TINdeprecatedOptionalstring
Appointment DateappointmentDateOptionaldate (ISO)
Account PurposesaccountPurposesOptionalarray[string]
Expected Volume (Currency)expectedVolume.currencyOptionalstring
Expected Volume (Range)expectedVolume.rangeOptionalstring
Expected Volume (Type)expectedVolume.typeOptionalstring

Requirement Definitions:

  • Mandatory – this field is required in the form and cannot be removed.
  • Optional – this field can be included or removed in the template-based application.

Additional fields may be introduced into the form as needed.
Please note the following:

🔹

Custom fields added to the form will not be stored in the Toqio database.
If you choose to include them, you’ll need to handle how that data is stored and processed on your side.

Ensure that any added fields utilise the list of valid components on the left of next image.



Managing Data & API Endpoints

Fetching legislation countries, phone countries and customer configurations

  • Triggered via: REST button invoking the SRT_P002 process.
  • REST configuration: legislation countries

  • REST configuration: Customer configuration

REST configuration: Phone prefix by countries


Fetching the List of Roles for Business Entity

  • Triggered via: REST button invoking the SRT_P000 process.
  • REST configuration:

Creating Merchant via Public registration

  • Triggered via: Submit REST button invoking the SRT_P001 process.
  • REST configuration: