---
updatedAt: 2025-06-19T10:37:55.000Z
agentTools:
  projectIndex: https://customise.toq.io/llms.txt
---

# 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

  <br />

  <Image align="center" src="https://files.readme.io/787e63726fb47d6ddbfa1c757e31ef8e83e43709a565716edbad2f332ce85dcc-AD_4nXetUf1261KM5qeyLWgonhX7BPLWUHtiH42-wKkkbYKF1GPAF4LHczakGrwAzszOx93ptkgxfBbq8iCjcDtPq9C3YH7ZNQtTHcYbPfZcHvzE49dOywmnWhDQ8zRjYIDXv5Q4bowpDw_1.png" />

  <br />

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

  <Image align="center" src="https://files.readme.io/76625c6e03779ec8191efd3a969e25f1893dbea30a2934df00a569d6d39e2780-AD_4nXfYuajhsqa3wyOplwAFwlxmOd1NH2TKD9Sn711XhyqyPPof3l7KbHEakd9EO16qagDOMSe-WkXMvr1ztKDwSWioxE_umXXonnGyX4hTZ8KauJUcFiBcbK2oP7G3lo-23qkYsGlH.png" />

  <br />

***

### 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".

<Image align="center" width="650px" src="https://files.readme.io/61d3ae327cdab018d02a5cf54c890e062dab2b634612fe17fcadb3aa540f1650-File.png" />

<br />

#### Available fields for the form:

<br />

| **Template Display Name**      | **Toqio DB param**      | **Required** | **Type**       |
| ------------------------------ | ----------------------- | ------------ | -------------- |
| **Name**                       | firstName               | Mandatory    | string         |
| **Email**                      | email                   | Mandatory    | string         |
| **Customer**                   | customer                | Mandatory    | string         |
| **Client type**                | clientType              | Mandatory    | string         |
| **Country code**               | countryCode             | Mandatory    | string         |
| **Legislation Country**        | legislationCountry      | Mandatory    | string         |
| **Organisation Type**          | organisationType        | Mandatory    | string         |
| **Phone Country**              | phoneCountry            | Mandatory    | string         |
| **Phone Number**               | phoneNumber             | Mandatory    | string         |
| **Sub Organisation Type**      | subOrganisationType     | Mandatory    | string         |
| **Role**                       | role                    | Mandatory    | string         |
| **Company Name**               | name                    | Mandatory    | string         |
| **Accept PP**                  | acceptPP                | Mandatory    | string         |
| **Last Name**                  | lastName                | Mandatory    | string         |
| **Access Token**               | accessToken             | Mandatory    | string         |
| **Captcha**                    | captcha                 | Mandatory    | string         |
| **CIF**                        | cif                     | Mandatory    | string         |
| **Middle Name**                | middleName              | Optional     | string         |
| **Residence Country**          | residenceCountry        | Optional     | string         |
| **Personal Postal Code**       | personalPostalCode      | Optional     | string         |
| **Personal Address**           | personalAddress         | Optional     | string         |
| **Personal Address 2**         | personalAddress2        | Optional     | string         |
| **Personal City**              | personalCity            | Optional     | string         |
| **Postal Code**                | postalCode              | Optional     | string         |
| **Address**                    | address                 | Optional     | string         |
| **Address 2**                  | address2                | Optional     | string         |
| **City**                       | city                    | Optional     | string         |
| **Override Compliance**        | overrideCompliance      | Optional     | boolean        |
| **Send Email**                 | sendEmail               | Optional     | boolean        |
| **Birth Date**                 | birthDate               | Optional     | date (ISO)     |
| **Business Code**              | businessCode            | Optional     | string         |
| **Document Number**            | documentNumber          | Optional     | string         |
| **Document Expiration Date**   | documentExpirationDate  | Optional     | date (ISO)     |
| **Document Issue Date**        | documentIssueDate       | Optional     | date (ISO)     |
| **Document Issuer Country**    | documentIssuerCountry   | Optional     | string         |
| **Document Type**              | documentType            | Optional     | string         |
| **TIN**                        | **deprecated**          | Optional     | string         |
| **Appointment Date**           | appointmentDate         | Optional     | date (ISO)     |
| **Account Purposes**           | accountPurposes         | Optional     | array\[string] |
| **Expected Volume (Currency)** | expectedVolume.currency | Optional     | string         |
| **Expected Volume (Range)**    | expectedVolume.range    | Optional     | string         |
| **Expected Volume (Type)**     | expectedVolume.type     | Optional     | string         |

<br />

#### **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.

<Image align="center" width="650px" src="https://files.readme.io/3ffe623f95fceb890f8a01f52339a479d5c779264816c786a743b0d1bd9a814d-File2.png" />

<br />

***

### **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

<Image align="center" width="650px" src="https://files.readme.io/0e1b241de6881b7150171368011c17f510b653f15114e439921b4d519e2f3c4a-AD_4nXcwjakA5ubMNSCmD2tgUQA10YYuAbxUYFOBLL3eVnhPHFoxacDPUN3QDdXZTaPOQy7UUf5a9k5VOZnn2YCplnkCWSBR3jE969NSaemataWer-bYeosnIEx5AZbiCIv6LNEYebGzvA.png" />

<br />

* **REST configuration:** Customer configuration

Customer configurations include several fields that are important and specific for each customer. Below are some key parameters:

* **`configuration.urlPrivacy`**\
  The URL where the customer's privacy policy can be accessed.

* **`urlCloudFront`**\
  The URL that points to the location where all customer images are stored (usually on CloudFront).

* **`legislationCountries`**\
  A list of countries where the customer/company operates and is subject to local legislation.

<Image align="center" width="650px" src="https://files.readme.io/aecbf98334423a134ec2f754d6884baf6591e0dae5e2139566ae4a212897598c-AD_4nXc8rdJXhPAtL96J-OjNAxBl37Q9ilihMPNEcVPcs7DaFhmrM8i6k8MIMD15WaKuKM309ARXdIaSt2u8ZeH7p953abPrgttg90HmsnvN_CyygUDEJedFpR8EVyMrHXWp-3DS2cGVpg.png" />

<br />

**REST configuration:** Phone prefix by countries

<Image align="center" width="650px" src="https://files.readme.io/804626bf1a660bec490691aea0dc04652f317570ad7ccc941ec76992a4a85b2c-AD_4nXesn9vqPKae8DXxt-3jn0ghsAWEGpEAl8xVhcHXKo-Z_YrNQzhRWjqGAcCmmKlGomLSsSF_su8gJfBzEoaYgEEyYZY2xQl1t8bF2Nx6QjW099HTBq4lQTQQ428gClhbM8tivp959w.png" />

<br />

#### Fetching the List of Roles for Business Entity

* **Triggered via**: REST button invoking the `SRT_P000` process.
* **REST configuration:**

<Image align="center" width="650px" src="https://files.readme.io/aad4d79aed4c17781e64df602044a21607212a43626c832a08e9fcde6f1db997-AD_4nXcNMYA9DCfcJZ2FXQDhKHbfL1-KhyDOAL9XMYBgh_OTNHNyB3TLml6AUZYLVLdB30CcElTv9Eg_5eNbKnBrkYV_UlogtwspJ8deLvhyDQVyRHcsoI0Jhq-FUacB2tJ4v3JOX660NA.png" />

<br />

#### Creating Merchant via Public registration

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

<Image align="center" width="650px" src="https://files.readme.io/477e8a0c991b68777a3ad4719b51144844a60a372c8de187ff84a7e5cde709d6-AD_4nXdtzBD-4Vm6JMnE8llVQnKZkWF699ep1zAM9NOuZwuiosIoMnhdVsxV10tV5Kx77VONTZR0husIj0wgz1oRmGcloAI-9x0Fbi3_iAdziRjBzzV4cJcuuCBvgBFicNNl7vH2vm9R.png" />