What is the function of "Initiate Corporate Onboarding"?
When clicking on 'Initiate Corporate Onboarding' the below window displays. From here you can Start/Search for Prospect Groups. When adding a Prospect Group from here you will be required to enter the Search Provider (Kompany/Sayari). This functionality is available to all customers who are using KYB Lookups but not Complex Onboarding.
If you are using the Complex Onboarding module, you can also Start/Search for Prospect Groups when clicking on 'Manage Prospect Groups' from the homepage. The difference here is that you will not be required to enter a Search Provider when adding a Prospect Group as the KYB Search occurs within the group Details page once the group has been created.