Request New Counterparties: Invite new counterparties to complete the digital Counterparty Form.
Existing Counterparties: Reactivate inactive counterparties, request active counterparties to update company or bank details, view submitted Counterparty Forms.
Form Management: Tracking, review, approve and managing Counterparty Forms.
Manage Counterparty Types and share Pre-Populated Forms: Users can extend the counterparty type (e.g., Charterer to Owner) and choose to pre-populate forms with existing data, facilitating the onboarding experience.
Rejection Handling: Users can reject forms, provide feedback, and resend invitations to counterparties.
Approval Workflow: Supports parallel approvals across departments for verification and form completion.
SSO Login: Users can access the platform using Single-Sign-On via Microsoft 365/Azure Active Directory.
Search & Filter: Global search functionality allows users to filter counterparties by different criteria (name, system ID, country, etc.).
Learn more about other myOnboarding Features: