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This guide has been reviewed against our global client base and classed as relevant to all regions

Several updates have been made to ID Checks in AgencyCloud 12.164

1. New ID Check section in contact journal

From contact record:

  • Click Journal (top right)

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

2. Mandatory cancellation reason

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)

  • Change status to Cancelled

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

    • Clicking Cancel will revert the ID to its previous status

    • Clicking Accept without adding text will display the following prompt

3. More detail in journal/activity feed when cancelling ID

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

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

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