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From contact record:

  • Click Journal (top right)

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  • A new ID Check section has been added to store ID Check related activity
    Previously ID Check activity was added to the Miscellaneous section

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When cancelling ID, entering a cancellation reason is now mandatory

From any record where ID Check information can be stored (e.g. contact, applicant, tenant, etc):

  • Click Identity Check (top left)

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  • Change status to Cancelled

  • The ID cannot be marked as cancelled until text is entered into the cancellation reason field

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    • Clicking Cancel will revert the ID to its previous status

    • Clicking Accept without adding text will display the following prompt

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When a new check is added which cancels a previous check, how the new check has been added is detailed in the contact journal and activity feed

When a check is created by:

1. A manual override - contact journal/activity feed states that the ID has been cancelled due to
…new check completed using ID check override button

2. Submitting to LexisNexis - contact journal/activity feed states that the ID has been cancelled due to …new check submitted to LexisNexis

3. Manually marking the check as Passed - contact journal/activity feed states that the ID has been cancelled due to …new check completed by manually setting to passed

Info

When none of the above apply, the contact journal/activity feed states that the ID has been cancelled …due to new ID check

Tip

Due to configuration options, your ID Check screen may differ to that shown above - however, the functionality described above still applies

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