ID check updates (12.164)

From contact record:

• Click Journal (top right)

  Open

  

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

  Open

  

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

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