Onboarding essentials


  • Some or all of this functionality is available as part of a preview release. The content and functionality are subject to change.

  • Any upgrade from the previous Preview version of Onboarding essentials to the current version is not supported. You must uninstall any previously installed Preview versions of Onboarding essentials before installing the current version.

Onboarding essentials is a set of essential components provided for a business admin to build and set up an app that is suitable for any financial onboarding scenario. The agent, who uses the app created by the business admin, can orchestrate the financial onboarding process through a unified experience. The agent can use this unified experience to easily manage and track pending applications, and provide a streamlined and efficient financial onboarding process.

Onboarding essentials allows business admins to set up customized data collection tasks by business scenarios and define the document journey that is a part of the business application. The document verification process can be automated throughout the document journey by incorporating AI analysis. In addition, the business admin can choose to use ready-made user interface controls such as the Application queue and the Task progress bar. The Onboarding agent can track and manage the tasks and documents that the business admin configures.

The following image displays an example of an onboarding app built on top of Onboarding essentials. The Onboarding app can be configured with the help of the Onboarding essentials components and out-of-the-box platform components.

Sample Account onboarding application using the toolkit components

To understand the recommended use of all the Onboarding application essentials, go to the Loan onboarding starter app.

The components of Onboarding essentials

  • Application queue: Provides the list of applications to manage. On selecting an application, its details appear. The Application queue component is based on the platform queue capability. For more information, go to Application queue.

  • Customer snapshot: Provides details on the primary customer or applicant of the Onboarding app. For more information, go to Customer snapshot.

  • Application progress: Provides a summary of the application status and the required tasks to complete the business process stage. For more information, go to Application progress.

  • Application task manager: Provides a checklist of all the relevant tasks to complete as part of the data collection onboarding process step. The business admin configures tasks according to the business needs. In addition, the tasks have tracking statuses of Pending and Done, and can be linked to forms for reviewing the relevant application information. For more information, go to Application task manager.

  • Document intelligence: Manages, tracks, and verifies all onboarding application documents by using AI capabilities throughout an automatic document journey to accelerate the document review process. For more information, go to Document intelligence.

  • Declared assets and Liabilities: An optional component that displays a summary of all assets and liabilities declared by the primary applicant. In addition, the component displays the details of all the declared assets and liabilities per applicant in a designated tab for all the parties on the Onboarding application. For more information, go to Declared assets and liabilities.

  • Declared income and expense: An optional component that displays a summary of the declared income for all the parties. In addition, the component displays the details of the declared income and expenses per applicant in a designated tab for each party in the Onboarding application. For more information, go to Declared income and expense.

  • Power Platform components: Additional platform components that are recommended for use in the Onboarding application.

  • Business Process Flow (BPF): This out-of-the-box component presents the current application stage. This component allows the onboarding agent to see the application's current stage in the process. The financial institute can choose to set as many stages as required.


The Application task manager relies on BPF as it defines tasks per BPF stage. Similarly, the Application queue relies on BPF and displays the application list per BPF stage.

Screenshot of the business process flow.

  • Main application information: This out-of-the-box capability provides important information about the application as a static strip at the top of the application throughout its process. For example, if the business scenario is a bank account opening onboarding scenario, the main application information can be the minimum deposit amount required, the interest rate, and the type of account required.

Screenshot of the Main application information.

  • The Grid view component: This out-of-the-box component displays the additional parties that are part of the Onboarding application. The agent can add, edit, or delete applicants on behalf of the customer.

Screenshot of the Additional parties component.

Personas associated with the Onboarding application components

The Onboarding application caters to the following user personas:

  • The Onboarding agent: Responsible for the Onboarding application's data collection. This persona completes the tasks checklist that usually includes reviewing forms and verifying documents.

  • The administrator or the business admin: Responsible for customizing the Onboarding application's experience for the Onboarding agent. In addition, this persona can also decide which components to configure, extend, and use.

See also