HelperStable

Finalize onboarding case

Finalizes an onboarding case as approved or rejected and materializes/attaches required subjects before the final decision.

Business object
Finalize onboarding case
Business lifecycle
Updated state

Vue d’ensemble

Finalizes an onboarding case as approved or rejected and materializes/attaches required subjects before the final decision.

Exemple

At the end of an approved KYB, persist the company and contact prepared during the journey, then close the case as approved.

Parameters 4

onboarding_caseRequisOnboarding case
Onboarding case to update or finalize.
statusRequisenum
Target business state allowed by this operation.
companyOptionnelCompany
Company to attach as the subject of the onboarding case, or a company draft when finalization is allowed to materialize it.
contactOptionnelContact
Contact to attach to the case, or a contact draft when finalization may materialize it after the company.

Outputs 3

onboarding_caseOnboarding case
Onboarding case in its updated state.
companyCompany
Canonical company attached or materialized during finalization when available.
contactContact
Canonical contact attached or materialized during finalization when available.

Behavior

The node may materialize a company draft, then a contact draft that depends on that company, attach these subjects to the case, and finally record the final decision.

Key point The node applies a canonical business operation: it does not bypass the object's lifecycle and fails when the requested transition is incompatible with the current state.

Limits and responsibilities

  • Accepted final status is limited to the final decisions defined by the contract (approved or rejected).
  • Finalization does not fabricate compliance evidence: it must occur after the required checks.