Review Data Submitted in an Officer Request
- Anne Sofie Engberg
You've sent an officer collection request and received an email notification confirming that they have submitted their information for your review.
1. Go to the request either by clicking the link in the email or through the Requests tab on the Avallone platform
2. Click on an Officer to open up their submission
3. You need to review the submitted data one by one. Click on the Review button to either Approve, Approve with mitigation, Request changes, or Reject a submission.
4. When reviewing and approving a submitted Questionnaire, you will be asked if you want to update the officer profile with the submitted data.
5. Once all the submitted information has been reviewed and approved, you can give your final conclusion. Click on Conclusion, add your Comments, and click Save
6. Click Close request
That's it! You have now approved all the submitted data and documentation, which has been updated in the officer's Avallone profile.
Related topics:
Collect Officer Information Using KYC Collector
Need more help?
Contact us on support@avallone.io and we will get in contact with you as fast as possible.