Signup (v1.0.0)

Merchant data collection for onboarding

Overview

Signup is a system used for:

  • collecting information from merchant required for signing a contract,
  • doing basic data validations against registries (pre-screening)
  • e-signing initial contract by merchant which is a prerequisite to performing due dilligence checks in CMP.

From a black box perspective Signup provides 2 input interfaces: API and UI.

Signup Component Diagram

Signup’s API is used for:

  • creating a Signup process
  • retrieving Signup process status
  • updating Signup process by merchant support
  • updating Signup process data

Signup’s API is used by Merchant Portal, Partner Portal and CRM to facilitate self-service or assisted onboardings. Techopt also uses the API to perform merchant support activities.

Signup’s UI is used solely by merchant. It provides a multi page form that collects information about:

  • company
  • owners
  • webshop
  • financial performance
  • products merchant is interested in
  • authorized signatories

After all required data is collected merchant signs the contract using ESign (nordics) or Docusign (dach). The signatory is retrieved from ID Rights. Next a new case in CMP is created.

Signup consumes events from:

  • MMS - merchant.#.events.#

    • merchant.created.event.v1 - used to register a merchant number / uuid mapping
    • merchant.approved.event.v1/v2 - used to mark signup process as LIVE
  • CMP - merchantApplication.#.event.#

    • merchantApplication.approved.event.v2 - used to change signup process status to APPROVED
    • merchantApplication.created.event.v2 - used to trigger sending a signed contract to CRM - before that it will fail
    • merchantApplication.rejected.event.v2 - used to change signup process status to REJECTED

Signup produces events related to merchant’s progress in filling out the Signup form. Signup’s events are consumed by Merchant Portal for performing Hubspot updates. See links for event details.

Technical overview of Signup Events (since 2023): https://nexigroup-netsnordics.atlassian.net/wiki/spaces/MSECOMM/pages/227021466/Signup+Events+Overview

Technical details about Signup: https://nexigroup-netsnordics.atlassian.net/wiki/spaces/MSECOMM/pages/226945638/Solution+Outline+for+Signup+detachment+on+Azure

Node graph