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Onboarding your organization

Quoting and end-user onboarding require a KYB-approved org. This guide walks the dashboard-first flow: log in to orchestration.seismic.systems, submit the unified KYB form, finish hosted verification.

The same surface is exposed under /orgs but requires an API key, which requires an org, so initial setup is dashboard-only.

Step 1: Sign up

Create an individual account at orchestration.seismic.systems with email + password, then enable MFA. (See Authentication for the underlying flow.)

Step 2: Create an org

Create an org with a display name (e.g. "Acme Inc."). The signup user becomes the org's owner.

To create additional orgs, use the org switcher (top-left). All resources (keys, customers, KYB profile, quotes) are isolated per org.

Step 3: Submit the unified KYB profile

The KYB form collects the superset of fields needed for verification: company details, addresses, beneficial owners, jurisdiction, funds-movement context.

The form mirrors the subsections of the API reference:

  • Business identity (legal name, entity type, tax id, formation date) and primary contact
  • Addresses (registered + optional physical)
  • Disclosures (business classifications and regulated activities)
  • Funds (historical source of funds, regulated status, account purpose, and the monthly revenue and volume figures, exact rather than bucketed)
  • Associated persons (UBOs, control persons, signers)
  • Supplemental information (free-form text notes and supplemental documents for responding when review requests more information)

Save partial progress at any time: each save is a PUT /org/kyb/profile, so the draft lives server-side and survives a closed tab. When you click Submit, the dashboard sends one final PUT /org/kyb/profile followed by POST /org/kyb/submit, and the org enters the submitted state.

Step 4: Finish hosted verification

Verification runs partly programmatically and partly via a hosted session for ID verification + document upload. The dashboard's KYB status panel shows:

  • Current status: submitted, under_review, approved, rejected, terminally_rejected, or paused. See KybStatus.
  • A "Continue KYB" button when there's a hosted link to follow.
  • A "Resync" button if you just finished a session and want immediate feedback.

This panel is backed by GET /org/kyb/state. The buttons call refresh-link and resync under the hood.

Step 5: Mint an API key

API keys can be minted as soon as the org exists. Read-only and key-management endpoints work immediately. Quoting, customer creation, and account creation require KYB-approved status.

Settings → API keys → New key. The secret is shown once. From here:

curl "$SEISMIC_ORCHESTRATION_URL/v0/org/kyb/state" \
  -H "Api-Key: $SEISMIC_ORCHESTRATION_API_KEY"

Or via the TypeScript SDK: await api.orgs.kyb.state().

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