Pla3orm — Commercial Contract Intelligence

Account & onboarding flow

Step 2 of 3 — KYC questionnaire (mandatory)

This step is mandatory and cannot be skipped. Account setup and ALF are optional. After submission, Context Script is generated automatically.

Structured intake

Connected to Pla3orm API. Answers load from your saved draft or last submission. Use Save draft for partial progress, then submit when all 50 fields are ready.

Mandatory KYC · structured questionnaire

Part 1 of 5 · 50 fields total

Save status

Draft syncs to API (PATCH /kyc/draft)

Entity & business profile

Legal identity, ownership, and how the organization describes its core business.

Q1 Registered legal name

As filed with the registrar of companies.

Q2 Trading name(s)

If different from legal name.

Q3 Entity type

e.g. corporation, partnership, sole trader.

Q4 Year established

Q5 Primary place of business (country / region)

Q6 Number of full-time equivalent employees (range)

Q7 Brief description of products or services offered

Q8 Primary customer segment

B2B, B2C, government, mixed.

Q9 Annual revenue band (self-reported)

Q10 Material subsidiaries or affiliates to include in context

Final wording and validation rules ship with client-approved KYC content. This layout implements the agreed ~50-field structure in five professional parts.

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