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FR-01.05 — Company Onboarding

Trigger: The user selects Company during onboarding.

System shall:

  • Start the Company onboarding flow.
  • Collect the information required for a merchant account.
  • Associate the submitted company information with the verified user identity.
  • Validate required information.
  • Set the Company account to the appropriate onboarding status.
  • Prevent merchant functionality that requires completed onboarding until the required information has been completed.

State: ACCOUNT_TYPE_SELECTED → COMPANY_ONBOARDING → COMPANY_ACTIVE

Acceptance Criteria:

  • PASS: Selecting Company starts the Company-specific onboarding process.
  • PASS: Company information is linked to the correct verified user.
  • PASS: Required information must be completed before restricted merchant functionality becomes available.
  • PASS: A completed Company onboarding results in a Company role.
  • PASS: Users cannot self-assign ADMIN.
  • FAIL: A Rep can access Company-only functionality.
  • FAIL: Incomplete Company onboarding receives functionality requiring completed merchant setup.
  • FAIL: A user can change their own role through a normal profile request.