Program setup
Customer onboarding
2 min
manage your customer information in the cross river operating system (cos) using either apis or cos explorer this information includes basic details needed to open a bank account or use a credit card, as well as more specific data about the customer, as needed we call this a customer record before you can open a deposit account or create a card you must create the customer record, sometimes called onboarding you can then assign one or more customers to an account through customer relationships the customer onboarding process includes creating a customer record with relevant customer information follow this tutorial to onboard a customer for each of your customers optional steps add id details add a beneficial owner error codes see reference codes , along with lots of other reference information, on the cos reference codes page