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GLOSSARY

KYC / KYB (Know Your Customer / Business)

Identity and business verification required to onboard customers or merchants and prevent financial crime.

KYC/KYB are checks that verify individuals (KYC) or companies (KYB) before providing financial services. They include ID verification, ownership structure, sanctions/PEP screening, and risk scoring.

Payment providers must complete KYB on each merchant before processing, and may re-verify periodically. Strong KYC reduces fraud and chargebacks, while clear risk controls keep onboarding fast for legitimate businesses.

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In the product

Where this term matters in operation.

The glossary is not meant to be academic. It explains the language teams use in Kotao while selling, planning, paying, reporting, and automating.

In sales

Terms like this appear inside POS, checkout, bookings, offers, and customer communication.

In back office

Finance, inventory, HR, and reporting need the same meaning so reports do not drift apart.

In integrations

APIs, imports, webhooks, and exports work better when teams use the same definitions.