ID check updates (12.164)

Owned by Fiona Hardy, created
Last updated: May 16, 2023
3 min read

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, as outlined in the following sections:

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. Detail in journal/activity feed when new ID added & existing ID cancelled

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

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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