Request Additional Information

The Request Additional Information feature allows compliance officers to gather extra details from applicants without disrupting the regular verification flow.

This option will be visible if an On-Demand flow is created in the Flow Builder, allowing you to ask for more information without impacting the regular flow or the applicant’s status.

Here’s how to request additional data from 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.

• If available, click the Request Additional Information button:

• Fill in the required details for requesting the additional information.

• Create a unique link to the on-demand verification flow, which you can send to the applicant for them to provide the data you require.