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The Request Update feature allows you to ask clients to update or correct previously submitted information. Key benefits:
  • Targeted Edits: You can select specific areas for clients to edit, rather than requiring them to re-submit an entire dataset.
  • Accurate Information: Helps ensure you have the most current and correct client data.
  • Compliance: Supports maintaining up-to-date information, which can assist with regulatory requirements like Enhanced Due Diligence (EDD).

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How to use Request Update

Open completed and approved verification image-20250707-062806.png Select Request update image-20250707-063047.png Select the information that should be updated image-20250707-063132.png

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Client perspective

The client opens the received URL and sees the pages they should or could edit. If no page is specified, the client can edit all the information. By clicking on Edit 1b284f75-5495-4905-a48a-65a1cdd1796d.png The client provides the details and clicks to answer questions. Once this is done and all the questions are answered, they receive a confirmation screen noting that all the information was submitted successfully. Screenshot 2025-03-06 at 15.14.13.png