> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.idenfy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Company Expiration

> Set a re-verification deadline per company at approval time. Understand how per-company expiration is locked, how it relates to the global default, and how automated reminders work.

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.

<img src="https://mintcdn.com/idenfy/4AnFUZLp5jY5i1tt/images/guides/company-expiration-and-update--company-window-approve-button.png?fit=max&auto=format&n=4AnFUZLp5jY5i1tt&q=85&s=8fe5585bad15c4f18dfb07ce0eb1d889" alt="Company details page with Approve button highlighted" width="1196" height="1275" data-path="images/guides/company-expiration-and-update--company-window-approve-button.png" />

***

## Approve Company Modal

Clicking **Approve** opens a confirmation modal with two optional sections.

<img src="https://mintcdn.com/idenfy/4AnFUZLp5jY5i1tt/images/guides/company-expiration-and-update--approve-modal-expiration-toggle.png?fit=max&auto=format&n=4AnFUZLp5jY5i1tt&q=85&s=8621f0ba1615673fd79db308bad85702" alt="Approve company modal showing Send confirmation email and Company expiration check toggles" width="621" height="411" data-path="images/guides/company-expiration-and-update--approve-modal-expiration-toggle.png" />

### 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:

| Field                     | Notes                                       |
| ------------------------- | ------------------------------------------- |
| **Email address**         | Required if the toggle is on                |
| **Select email template** | Optional pre-made text                      |
| **Email subject**         | Required if no template is selected         |
| **Add recipients to CC**  | Optional                                    |
| **Message to client**     | Required — enter clear, informative content |

### Company Expiration Check

When enabled, sets a re-verification deadline for this specific company. Expanding the toggle shows a single field:

| Field                           | Notes                                                                                                                  |
| ------------------------------- | ---------------------------------------------------------------------------------------------------------------------- |
| **Expiration period in months** | Accepts values from **2 to 60**. Leave the toggle off or leave the field empty to disable expiration for this company. |

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.

<Note>
  Disabling the toggle in this modal only affects this company — it does not change the global default.
</Note>

***

## How the Expiration Value Is Determined

The expiration period comes from one of two sources; the per-company locked value always takes precedence.

| Source                   | Description                                                                                                                                                                                                  |
| ------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Partner default**      | Set in [Settings → Configuration (KYB)](/guides/dashboard/settings/configuration-kyb). A nullable value (2–60 months or empty = disabled). Used as a fallback when no per-company value has been locked yet. |
| **Company locked value** | Set at approval time and never overwritten by future changes to the partner default. `NULL` = no expiration for this company.                                                                                |

**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).