Configuration: Customer set up

Set the Customer Name

This step is essential to ensure the correct customer instance is linked to your registration flow. The Customer Name acts as a dynamic parameter that connects your registration process with the appropriate financial and compliance providers configuration.

To set the Customer Name parameter in your registration flow, follow these steps:

1. Open the Template – Navigate to SRT_PG001 Main Page
2. Access Form Properties – Click anywhere outside the page to open the Form Properties panel
3. Modify the Expression – In the Events > Expression, insert the Customer name provided by our Delivery team
4. Save & Verify – Ensure the changes are correctly applied

Example:

This ensures your template-based app works with the correct configuration.