Platform Onboarding
Platform Onboarding establishes your organization within Commerce Hub for Platforms and prepares your platform for implementation. During onboarding, Fiserv works with your team to understand business requirements, configure platform capabilities, satisfy onboarding requirements, and prepare your environment for launch. Platform onboarding is typically completed once and serves as the foundation for all future platform operations.
The onboarding process establishes the foundation for integration, participant onboarding, and platform operations. The exact onboarding experience varies based on the services your platform intends to adopt.
Info
Platform Onboarding establishes and configures the platform operator's organization within Commerce Hub for Platforms. It does not onboard individual participants such as sellers, merchants, buyers, or service providers. Participant onboarding is performed separately after platform onboarding is complete.
Define Business Requirement
The onboarding process begins by understanding how your platform will operate.
During this stage, Fiserv works with your team to gather the information required to configure your platform and support your implementation.
Typical activities include:
- Understanding your business model
- Identifying participant types
- Determining supported markets and regions
- Understanding payment and payout requirements
- Identifying operational and compliance needs
These requirements establish the foundation for platform configuration.
Platform Registration
During registration, you provide information about your organization, platform, and intended use of offered services. This information helps ensure that the appropriate capabilities, operational processes, and onboarding workflows are configured for your implementation.
Typical Information Collected
Organization Information
- Legal business name
- Business information
- Operational and support contacts
Platform Information
- Platform description
- Intended participant types
- Supported regions if applicable
- Planned capabilities
Implementation Planning
- Capabilities you intend to enable
- Desired integration approach
- Development and operational stakeholders
- Implementation timeline
Platform Configuration
After registration, your platform is configured to support the capabilities and experiences required for your business model. Platform configuration determines how your platform will interact with Commerce Hub for Platforms services and establishes the operational settings used throughout your implementation.
Configuration activities may include:
- Establishing your platform profile
- Configuring platform settings
- Defining participant frameworks
- Setting up supported products and services
- Establishing funds movement and payout configurations
Because Commerce Hub for Platforms follows a modular approach, platforms can choose the capabilities that align with their business requirements and expand adoption over time.
Compliance Requirements
Before platform services can be enabled, platform operators may be required to provide information necessary to support verification, eligibility assessment, and operational readiness.
These requirements help establish a trusted ecosystem for platform operators, participants, and financial activities.
Verification Information
Verification requirements may include information related to:
- Business identity
- Organizational details
- Operational contacts
- Platform ownership information
- Required supporting documentation
Eligibility Assessment
Eligibility reviews help determine whether the platform is prepared to support the services requested during onboarding.
Areas commonly evaluated include:
- Supported business activities
- Service-specific requirements
- Operational readiness
- Supported use cases
- Geographic considerations
Meeting these requirements helps ensure that the platform can operate successfully within the ecosystem.
Platform Activation
After configuration and compliance activities are complete, your platform is activated for use.
At this stage:
- Platform setup is complete
- Required onboarding activities have been completed
- Selected capabilities are ready for implementation
- Your platform is ready to begin onboarding participants and integrating platform services
Next Steps
- Design Your Integration – Begin designing and implementing your platform experience.