Applicant Management Basics
Understand statuses and manage applicant data
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Overview & Statuses
Highlights
- Understand Review Statuses: Know what each status means during applicant verification.
- Intervention Triggers: Learn when your Compliance team's manual review is required.
Highlights
- Detailed Profile Overview: Explore key elements inside an applicant profile card.
- Check Inspection: Learn to evaluate verification check results and applicant data.
Editing Profile & Re-verification
Highlights
- Status Overrides: Override automated verification statuses when necessary.
- Manual Approvals: Approve applicants with Resubmission Requested status.
Highlights
- Onboard Faster: Assist users by uploading missing documents directly into profiles.
- Manual Submissions: Request immediate re-checks after manual document uploads.
Highlights
- Reset Verification Steps: Clear specific steps so applicants can try again.
- Level Redirection: Redirect users to different levels with additional checks.
Tools & Categorization
Highlights
- Blocklisting: Block repeat offenders and reduce repetitive rejections.
- Reset Profiles: Reset or inactivate profiles to allow clean re-verification.
Highlights
- Customer Categorization: Organize profiles using custom applicant Tags.
- Risk Labels: Attach risk indicators as extra data points for compliance audit.
Updated 3 days ago
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