# Confluence Extract — Onboarding

**Exported:** 2026-03-28 08:00 UTC
**Space:** CP
**Pages included:** 3

## Merchant Onboarding SOP

**Space:** CP | **Last updated:** 2026-02-20 by I. Thomas

### Overview
This page covers the standard process for handling merchant onboarding sop within the Onboarding team.

### Steps
1. Review self-service records in Jira
2. Review partner referral configuration in HubSpot
3. Confirm partner referral status in Confluence
4. Confirm e-commerce data in Confluence
5. Check e-commerce status in Confluence
6. Update high risk records in Confluence

### Key Thresholds
- Items pending > 7 days: Escalate to manager
- Approved + Blocked = Status conflict, investigate before proceeding

### Contacts
- Team Lead: I. Thomas
- Escalation: E. Wilson

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## CDD Bottleneck Playbook

**Space:** CP | **Last updated:** 2026-01-14 by C. Taylor

### Overview
This page covers the standard process for handling cdd bottleneck playbook within the Onboarding team.

### Steps
1. Review partner referral compliance in HubSpot
2. Escalate e-commerce status in HubSpot
3. Review e-commerce configuration in Jira
4. Check e-commerce status in Jira
5. Check e-commerce compliance in Confluence

### Key Thresholds
- Items pending > 7 days: Escalate to manager
- Approved + Blocked = Status conflict, investigate before proceeding

### Contacts
- Team Lead: G. Davies
- Escalation: B. Jones

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## Self-Service KYC Guide

**Space:** CP | **Last updated:** 2026-02-15 by Q. Harris

### Overview
This page covers the standard process for handling self-service kyc guide within the Onboarding team.

### Steps
1. Document standard records in Jira
2. Verify self-service configuration in HubSpot
3. Confirm partner referral records in HubSpot
4. Verify partner referral documentation in HubSpot
5. Check e-commerce data in Jira

### Key Thresholds
- Items pending > 7 days: Escalate to manager
- Rejected + Awaiting Terminal = Status conflict, investigate before proceeding

### Contacts
- Team Lead: R. Martin
- Escalation: G. Davies

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