ID check override option - configuration option
This guide has been reviewed against our global client base and classed as relevant to all regions
When using a third party for ID checking (such as TransUnion, LexisNexis or Experian) - a configuration option is available which allows a user to manually override the check
This has been designed for situations where background validation via the third party has failed or expired, or is close to expiring/taking an extended amount of time
To enable this configuration option, click here to contact Reapit Support
The process for overriding an ID check (introduced in version 12.146) differs between using version 12.146-12.156 & 12.157+, the instructions below cover both processes
From version 12.160, a manual override on an ID check can be carried out without entering any required ID data in the Primary and/or Secondary ID field, click here for more information:
No data needed when carrying out manual override ID check
1. Manually overriding a check From a contact record:
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2. Add override notes The prompt to add notes is automatically displayed
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3. ID check complete
Override notes are shown in the panel to the right, along with who made the manual override and the date it was done Manual overrides (and any ID changes) are also logged in the Activity Feed on the contact record |
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