Create customer

what you will learn ✅ how to create/onboard a customer record in cos explorer you can also use the customer management docid\ q4 jm 3vhwwmddeezxewg apis to create and manage customers make sure you have cos explorer access learn about customer record before you begin make sure you have your partner name as it appears in the system for a personal customer, at a minimum first and last name tax id date of birth risk level (risk of customer being involved in fraud) you might also want to add the customer address, phone, and email for a business entity customer, at a minimum entity name tax id date the entity was formed you might also want to add the customer address, phone, and email you might be able to add some information to the customer record later, depending on your agreement with cross river this might include primary address, phone, and email for the customer process overview when you onboard/create a customer, you provide identifying and tax details about that customer the resulting customer record is a resource for, for example, creating a bank account for that customer every customer has a unique identifier in the cross river system called a customer id in cos explorer, you find this id at the end in the url of the customer details page /explorer2/core/cm/customers/details/ c3f1d6e8 3bca 48e5 9249 b30400b3ab47 you can use this id to find a customer later to create/onboard a customer a red asterisk ( ) indicates a required field under core , click customers the customer screen appears, listing all your customers click + onboard customer in the onboard customer screen fill in the new customer details for partner , enter your company name as it appears in the cross river system for classification , select either personal or business the fields you complete after that are different depending on the classification you choose fill in the other sections customer name the legal name of the customer customer profile legal and tax information about the customer due diligence details for due diligence compliance your assigned cross river compliance liason communicates due diligence requirements during your onboarding/enrollment process customer address, phone and email you may be able to complete these fields later, depending on your agreement with cross river click submit the new customer appears in the customers list