Company Expiration

When a company is approved, you can assign an expiration period — a number of months after which the company’s KYB is considered stale and re-verification is required. Automated reminder emails are sent to the company one month before and on the expiration date.

---

​

Approving a Company

To approve a company and set its expiration:

1. Go to Business Verifications → Verifications.
2. Open the company you want to review.
3. Click the Approve button in the bottom right corner.

---

​

Approve Company Modal

Clicking Approve opens a confirmation modal with two optional sections.

​

Send Confirmation Email

When enabled, an email is sent to the client informing them that their company has been reviewed. Toggling this on expands the email form:

​

Company Expiration Check

When enabled, sets a re-verification deadline for this specific company. Expanding the toggle shows a single field: If the global default is configured in Settings → Configuration (KYB), it is pre-filled here automatically. You can override it, or disable expiration entirely for this company by turning the toggle off.

---

​

How the Expiration Value Is Determined

The expiration period comes from one of two sources; the per-company locked value always takes precedence. At approval time, the value is locked as follows:

• If the company was approved before (a locked value already exists) → the existing value is kept, regardless of what is entered in the modal.
• If no locked value exists and no override is provided in the modal → the partner default is copied.
• If no locked value exists and an override is provided → the override is used. This requires the caller to have UPDATE_PARTNER_CUSTOMISATION_CONFIG permission and the partner to have check_company_expiration_edit = True.

Once locked, the expiration period is fixed to the company. Changes to the global default in Settings do not affect already-approved companies. Validation: Both the partner default and the per-company override accept 2–60 months or NULL (disabled).