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When using a third party for ID checking (such as TransUnion, LexisNexis or Experian) and using the configuration option which allows a user to manually override the check - from AgencyCloud 12.157+, how the manual check is actioned has been updated from AgencyCloud 12.157+

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This update means that you are now offered just one option to override the check (rather than choosing to pass or fail the override)

Tip

For more information on the configuration option (introduced in AgencyCloud 12.146) click here:
ID check override option - configuration option

1. Manually overriding a check

From a contact record:

  • Click Identity Check to access the ID Check screen

  • Click the link beside ID Check

  • To override the check, click Identify Check Override

Info

The Identity Check Override option previously provided the ability to mark the check as Passed or Failed

2. ID check complete

After entering override notes:

  • ID Check status now shows as Approved by Identity Check Override

Info

The Approved by Identity Check Override was previously labelled as Successful/Failed (manual override) - the ability to fail a manual override is no longer available

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Excerpt
hiddentrue

When using a third party for ID checking (such as TransUnion, LexisNexis or Experian) and & using the configuration option which allows a user to manually override the check, how the manual check is actioned has been updated in AgencyCloud 12.157+

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