Applicant Management BasicsUnderstand statuses and manage applicant data (with Bonus Chapters!) Follow this interactive guide to review your user profiles. Select a chapter on the right to start the guide. Use the Checklist below to track and apply your settings. Click links to open detailed technical documentation. 0/7 Completed CHAPTERS Review Statuses Applicant Review Statuses Understand what each status means. And when your Compliance team's intervention is required. Open GuideNext Step → Applicant Profile Overview Detailed Profile Overview Explore the key elements of the applicant profile Learn to read applicant profiles Open GuideNext Step → Changing Review Status Editing Applicant Profile Overriding Sumsub statuses (not recommended, but possible). Example: Approving applicants with Resubmission requested status Open GuideNext Step → Extra Tools Pro Tips: Extra Tools In Applicant Profile Understand blocklisting and reduce repetitive rejections Reset or inactivate profiles to re-verify applicants Open GuideNext Step → Tags & Risk Labels Tags & Risk Labels Categorize customers with Tags Use Risk labels as extra datapoints about applicants Open GuideNext Step →Bonus Chapter 1: Upload user's docs Pro Tips: Resubmitting User's Documents On Their Behalf Help your users get onboarded quicker Upload their documents manually and request a check Open GuideNext Step →Bonus Chapter 2: Request Re-verification Pro Tips: Requesting Re-verification Or Additional Documentation Reset particular verification steps for the user to try again. Or re-direct user to a different level with additional steps or settings. Open GuideGo back to KYC home Updated 12 days ago What’s NextLearn to solve more complex tasksAdvanced Applicant ManagementDid this page help you?YesNoFollow this interactive guide to review your user profiles.Review StatusesApplicant Review StatusesApplicant Profile OverviewDetailed Profile OverviewChanging Review StatusEditing Applicant ProfileExtra ToolsPro Tips: Extra Tools In Applicant ProfileTags & Risk LabelsTags & Risk LabelsBonus Chapter 1: Upload user's docsPro Tips: Resubmitting User's Documents On Their BehalfBonus Chapter 2: Request Re-verificationPro Tips: Requesting Re-verification Or Additional Documentation
