Change the Verification Flow

As a compliance officer, you have the capability to change a verification flow for an applicant if needed. This can be particularly useful if different verification requirements arise.

Here’s how to manually change and restart a verification flow for a user:

• Navigate to the Applicants section from the Sidebar Menu.

• Search for and select the applicant whose verification flow you want to restart.

• Once in the applicant's profile, locate the drop-down list for verification flows within the Flow Tracker.

• Click on the drop-down list to view available verification flows:

• Select the desired verification flow that you want to assign to the applicant.

• After selecting the new verification flow, the system will automatically update the flow for the applicant.

However, if the new flow includes steps that have already been completed, the applicant will only need to complete the new steps added to the flow.

• The applicant’s status will be changed to reflect that the verification process has been restarted.