From manual onboarding to secure automation

The application is digital. Why is the review still done manually?

Many companies have long since digitized their B2B onboarding processes: forms are filled out online, contracts are sent electronically, and documents are digitally signed. Behind the scenes, however, the verification process remains manual.

In B2B onboarding, a valid signature is only half the story


Before a company becomes a business partner, it must be clear which legal entity you are actually dealing with and who is authorized to represent it. Once the signed contract is returned, the second set of questions arises: Who signed it, is the signature valid, and has the document been altered? While a single such process is manageable, the back-office workload increases rapidly when there are hundreds of them.

This is where automation comes in. Standardizable checks become an integral part of the digital process, while specialists focus on exceptions and truly complex cases.

We created this white paper to show where manual validation still occurs in seemingly digital onboarding processes and how corporate identity, signing authority, and document validation function as a cohesive chain of checks rather than three separate control points.

What you’ll find inside

  • What actually needs to be verified when onboarding a company
    The six steps from company search to completed onboarding.

  • Why manual B2B onboarding doesn’t scale
    The key metric isn’t whether a single check takes ten or fifteen minutes, but whether human attention is required again for every additional customer, supplier, or contract.

  • From company name to validated business partner
    How the Business Identity Validator integrates official registry data from sources such as Zefix, the UID Registry, and cantonal commercial registries into the process and identifies authorized signatories and signing rules before the contract is sent out.

  • Automatically verify the signed contract
    What does the Document Validator check, and why doesn’t the complete PDF need to leave your environment for this?

  • Common sources of error in manual onboarding
    Real-world scenarios: a branch office is mistaken for the parent company, a joint signature is overlooked, or an identifier directs the back office to the wrong registry.

  • Automation without sacrificing control
    How regulated companies run clearly defined standard checks according to the same rules, while compliance, risk, and legal specialists receive exactly the cases that require a professional decision.

Discover how Validator Services integrate into your existing onboarding workflow.