Update to ID override function

Owned by Fiona Wilson, created
Last updated: Nov 09, 2022
2 min read

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) 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

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

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

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

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